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@KevinBCook "@a16z Check out what Modine Mfg $MOD is doing here. Century-old maker of tractor radiators evolved to serve industrial thermal transfer needs and now datacenter segment is growing at 50%"
X Link @KevinBCook 2025-10-25T13:47Z 7690 followers, 1851 engagements

"Goldman on AI Energy Grid Demand $GEV $VST $CEG $PWR $TLN $BWXT $CCJ $BE $SMR "When we think about the scale of whats happening with AI the cloud era offers one of the closest parallels. Cloud required an enormous buildout of computational and physical infrastructure. What did that deliver Nearly a trillion dollars of new revenue and the emergence of new companies platforms and applications. Jung Min Global Co-Head of Technology Media and Telecom Investment Banking"
X Link @KevinBCook 2025-10-25T13:44Z 7691 followers, XXX engagements

"In 2008 six months before the world heard the name Bernie Madoff I published my article Mental Models of Financial Sabotage where I explained that most fraud went beyond mere greed to $Ego desires $Emotional immaturity $Poor math skills w leverage"
X Link @KevinBCook 2025-10-20T07:25Z 7687 followers, XXX engagements

"@yoemsri Agree. That's why I like Bloom Energy $BE for immediate deployment of SOFCs. And the big diversifieds like CEG and GEV will dominate long before we see an SMR. Also $EOSE with zinc battery systems is looking good after partnership with $TLN"
X Link @KevinBCook 2025-10-25T16:14Z 7688 followers, XXX engagements