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.

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recordings per month · last 12 months

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

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This is, I mean, this whole sector, so this whole theme, it's Quadra Services, GE Vernova,

GE Vernova actually is sold out in their power until 2028.

Sold out.

And they supply 30% of the global electricity in the world.

So they are a big, big player, the top three player.

So that's GE Vernova.

Vertiv.

Vertiv is a company that puts, they're inside the data center.

They make the cooling systems.

front and center.

I don't know if you all know this, but the data center gets super hot and the chips won't work if it's hot.

So you need these air conditioners.

And that's what Vertiv does.

It's like the end-to-end solution.

And they also have services.

No one really quite does it.

And talk about management teams.

The executive chair is a gentleman by the name of Dave Cody.

Dave, you probably know, was the CEO of Honeywell for 15 years.

When he was the CEO of Honeywell for 15 years, the stock was up 450%.

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