Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 10 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · The New Villian in Tech · 26 Jun 2026 podcast

Dan, what do you think about Lockheed Martin?

I mean, Lou said it, right?

They all have one customer and the customer is going to keep them afloat no matter what.

Seems like it might be a good investment.

The customer can even print its own money.

So how about that?

All right, John, what are you looking at this week?

Yeah, well, you know, a couple of years ago, or maybe even more recently, somebody was shopping at Tractor Supply Company and found a bunch of Magic the Gathering cards for sale there.

So you never know what you're going to get at the old Tractor Supply Company.

Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 25 Jun 2026 podcast

Well, yesterday, Qualcomm had its Investor Day presentation.

Qualcomm, of course, a huge semiconductor company.

And the thing that stood out to me was its launching a data center platform.

Now, Qualcomm is known as more of a mobile device player.

Its Snapdragon chips are in a lot of mobile devices, and that's really where its bread and butter is.

but saying that it's launching a data center platform now, and it's targeting about 15 billion in revenue by 2029.

And for perspective, the company has about 45 billion in total trailing 12 month revenue right now.

So adding 15 billion to that top line number is pretty significant.

And I think what stands out to me is

For investors, a lot of investors are starting to question, where are we in this AI infrastructure build-out?

Is it too late when it comes to data centers?

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