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Lou Whiteman

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
4363 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

It's funny, I don't honestly know if they're going to be public, but I think the answer is yes, they will be, because they simply just need to open up all of the access to capital that they can, and public markets are part of it.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

Over under $800 billion is really tough.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I think that they are going to struggle to sustain what they go out at unless things turn around for this business.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I will say, yes, they'll be public, but they will be

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

say, a month after the IPO trading below the IPO price.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

They'll be energized.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I was going to say, if they get that, they'll be watching their new yachts be built.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I mean, look, we already discussed the economic thing.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

Yes, I think it will.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

You know, how much it does and what it does to the economy, we'll have to see, but it's definitely going to hit.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

But, you know, look, these things go up slowly and we are still a long way till five.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

John, I don't know what to think of how, I think it's probably what, a three or four month lag from when

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

oil flows normalized to when prices get back to normal.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

We only need to be by end of summer, I think, to hit your bogey and under.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I'm going to go under.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I'm going to lean into actions speak louder than words.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

I don't know how this resolves, but I think the lack of

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

fire between the two speaks to both parties would like it to end, even if they're not saying it.

Motley Fool Hidden Gems Investing
Hyperscalers Are Going Into Hyperdrive

Again, the rhetoric is going to be weird.