Jon Quast

speaker
8,114 appearances 80 recordings 2 series first heard Oct 2025 last heard 4d ago

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

Trend

recordings per month · last 12 months
10 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 80 in all, peaking in Aug 2026 with 10.

Appearances

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Thanks to our producer, Dan Boyd, and the rest of the Motley Fool team. voice-verified
For Matt, Rachel, and myself, thank you so much for listening to our show today, and we'll see you again in the next episode. voice-verified
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.
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
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