Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
75% of our grid, electric grid, in this country is over 25 years old.
It has to get upgraded, and that's also companies that are going to be building that out.
Who's behind that?
Quanto Services is one.
It's a great company.
And let me tell you about Quanto Services.
They had an analyst meeting a month ago, and they're such a conservative company.
70% of their customers are utility companies, right?
So they're building with the grid, and they're doing all the infrastructure with the utility companies.
They said at their analyst day that their total addressable market between now and 2030 was $960 billion.
They raised it to $2.4 trillion.
This is between now and 2030.
This is the most conservative, I'm telling you.
I've known this company for years and years and years.
When I heard that, I almost fell off my chair.
Happens to be a very big position for me.
But they are involved in all the aspects, in the data center, in the grid, and then also on the power side.
What's the ticker?
PWR.
It's a great, great story, but... Listen, sister, give me a boring stock every single day, all day, every day, twice on Sunday.
Showing 461–480 of 1,013 · page 24 of 51
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