Matt Miller
๐ค SpeakerAppearances Over Time
Podcast Appearances
I mean, prices have been driven higher, but we're still looking at a six handle on NYMEX.
And it seems like if there is a conflict in the Middle East, it could go much higher very quickly.
Well, from a fundamental perspective, it seems like there's an absolute glut of oil on planet Earth.
I mean, the supply side seems to be winning out here.
Lorenzo, do you see that differently?
Talk to us about the data center demand.
We all see the incredible CapEx being doled out right now from the big hyperscalers.
And you're a big player in this segment.
How much of your business is this driving?
Yeah, it's amazing how much we've managed to ship to Europe, help them get off their dependence of Russian energy.
How much further do you think we have to go there, Lorenzo, and how much is that being talked about in Washington?
There has been some signs, not you necessarily, but Mattel earnings, retail sales, that there was weakness in December.
I know when it comes to divisions like toys you have, which I'm sure one Matt Miller's already bought for his daughter's tie-ups with things like K-pop Demon Hunters.
What did December look like specifically for that segment?
Was there some weakness that we've seen elsewhere?
Yeah.
Are you a kidult?
So if that's the case and the success, Chris, are you going to be making more Magic the Gathering video games?
My cousin loves Magic the Gathering, and he is awesome.
Which, by the way, doesn't mean that you're not a nerd, Chris, because nerds are fantastic and wonderful people.