Sean Russo

speaker
443 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Sep

Sean Russo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
1 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

Appearances

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within the CIBR ETF, which is which is cybersecurity like CrowdStrike's up 70 percent, Datadog up 100 percent.
Like then there's a lot of like big returns in here.
I feel like Excel can never get disrupted.
Probably parts of it could be disrupted, but could it be so tied to the open AI story in headlines?
That's a problem.
Oh, that was my chart.
See, look at this guy.
Look at John's charts.
See?
We can skip it.
This is just a return for software.
It's basic.
It is basic.
I don't have the numbers on hand, but if you float adjust SpaceX's inclusion into, I think the S&P 500 was like, what did Callie Cox say today?
Around 197th in terms of market cap in the S&P.
So if you float adjust a lot of these, like if you're a $2 trillion company, you don't just get to vault immediately to the top of the index.
There's an inclusion period.
What are they called?
A baking period?
A seasoning period.
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