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AI, Superman, and Solar’s Kryptonite
42 minutes Posted Jul 11, 2025 at 8:00 pm.
) Jason Hall and Matt Frankel discuss:
) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.
) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.
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Show notes
Oh yes, we’re talking all kinds of stocks!
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- AI stocks in the data center space (including CoreWeave)
- Winners and losers in energy and solar from the Big Beautiful Bill.
- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix
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Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD
Host: Anand Chokkavelu
Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer
Engineer: Dan Boyd
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