So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

Joining me now is Jeff Curry, chief strategy officer of energy pathways at Carlilele. And Jeff, it's great to have you on. Let's start right there because we've been talking so much about gold and certainly gold has been kind of the pinnacle here, but what is moving the metals.Well, I I think there's three factors driving it. One is ddollarization. Um, and it started with the the China block in Russia.Uh I I want to point out that the central banks now own 27% of their reserves are now in gold. It exceeds U ...

"You cannot deliver next generation electrification... without the skilled trades people to fix them."Sondra Sutton Phung, general manager at Global Truck of Ford Motor Company, spoke about the future of transportation at the 2025 #ForbesBLKSummit. https://t.co/eXrVhMiua6 https://t.co/cXzI9gfvpf ...

"We went about [electrification in the U.S.] the wrong way. We made it very political instead of making it based on the dollar."Josh Aviv, Sparkcharge founder and CEO, spoke about EV incentive rollbacks at the 2025 #ForbesBLKSummit in Atlanta, Georgia. https://t.co/eXrVhMiua6 https://t.co/ay7Dwwd2TP ...

Core Insights - ConnectM Technology Solutions, Inc. has successfully transitioned its common stock to the OTCQB Venture Market, enhancing trading access and visibility for shareholders [1][2] - The company has achieved significant financial milestones, including a 70% year-over-year revenue increase in Q2 2025 and substantial debt reduction [5][6] Financial Management Progress - Revenue Growth: Q2 2025 revenue increased approximately 70% year-over-year to $8.5 million; first-half 2025 revenue rose approximately 69% to $17.5 million [5] - Debt Reduction: The company retired approximately $13.2 million in liabilities in Q2 2025 and approximately $15.8 million across the first half of 2025 [5] - Lower Interest Expense: Interest expense declined 84.1% year-over-year in Q2 2025 and 48.3% in the first half of 2025, primarily due to prior debt conversions [5] Outlook - The company expects continued revenue momentum in the second half of 2025, supported by order backlog, organic expansion initiatives, and synergies from recent acquisitions [6] - ConnectM intends to pursue high-growth opportunities through targeted mergers and acquisitions to broaden service offerings and expand into strategic geographies [6] - Management remains focused on disciplined expense management, operating leverage, and balance-sheet improvements [6] Advantages of OTCQB - Greater transparency and higher credibility due to current SEC reporting obligations and annual verification requirements [3] - Increased visibility and improved liquidity, allowing normal market access for brokers [4] - Qualification for a penny stock exemption, facilitating broader broker and investor access to shares [4]

The funds will support electrification, modernize power grids, and improve access to renewables https://t.co/pXCPHcpAWA ...

AI investing may be one of the top market narratives this year, but under the hood may be a theme that's just as exciting: electrification. All of those data centers helping ChatGPT and other AI softw... ...

It's a big step in the company's ambitous plan to electrify all watercraft. https://t.co/hUpiZtUiYn ...

Financial Data and Key Metrics Changes - The company reported record sales of $963 million, up 30% year-over-year, with organic growth of 9% driven by both volume and price [12] - Adjusted EPS grew 28% to $0.86, exceeding guidance [14] - Adjusted operating income increased 18% year-over-year, with a return on sales of nearly 21% [8][14] Business Line Data and Key Metrics Changes - Systems Protection sales increased 43% to $632 million, with organic growth of 10% [14][16] - Electrical Connections sales rose 11% to $331 million, with organic sales up 7% [16] - Infrastructure vertical led with organic sales growth over 20%, while commercial residential sales were up mid-single digits and industrial sales were down slightly [8][16] Market Data and Key Metrics Changes - All key geographic regions experienced growth: Americas up 9%, Europe up 10%, and Asia Pacific up low single digits [9] - The backlog increased more than fourfold compared to the previous year, driven by strong demand in data centers and power utilities [6][10] Company Strategy and Development Direction - The company is focused on becoming a higher growth electrical connection and protection company, with a significant shift towards the infrastructure vertical, which is expected to account for over 40% of sales [25][26] - Investments are being made in data solutions to support the AI build-out, with a focus on innovative power and cooling solutions [27][29] - The company is prioritizing growth initiatives, including new products and acquisitions, while maintaining a strong balance sheet [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and growth outlook, particularly in data centers and power utilities [10][11] - The company raised its full-year sales guidance to reflect strong Q2 results, expecting reported sales growth of 24% to 26% [21] - Management acknowledged the dynamic tariff environment but emphasized their ability to manage pricing and productivity to offset impacts [10][87] Other Important Information - The company launched 50 new products in the first half of the year, contributing over three points to sales growth [8] - Free cash flow for the quarter was robust at $74 million, with a healthy balance sheet supporting disciplined capital allocation [18][19] Q&A Session Summary Question: Timing of converting backlog and its duration - Management indicated that the backlog is expected to convert into sales through 2026 and beyond, driven by growth in the data center solutions business and recent acquisitions [36][37] Question: Concerns about disintermediation in liquid cooling - Management clarified that they partner with hyperscalers to provide complete system solutions or specific products, maintaining strong relationships despite market changes [38][41] Question: Performance of commercial residential segment - Management noted healthy performance in the commercial residential segment but remained cautious about the overall industry outlook, expecting it to be flattish for the year [47][49] Question: Backlog growth and expectations for the second half - Management confirmed that backlog has grown significantly, particularly in the systems protection business, which is expected to grow ahead of the electrical connections segment [54][55] Question: Price recovery from tariff impacts - Management stated that they expect to recover tariff impacts through pricing and productivity, with a focus on maintaining healthy margins [85][87] Question: Modular data centers and integration of other products - Management indicated that they are integrating other OEMs' equipment into their modular data center offerings, which will enhance their capabilities over time [90][91] Question: Growth opportunities in international markets - Management attributed outperformance in international markets to a focus on high-growth verticals and strong distribution partnerships [117] Question: Margin protection amid inflation and tariffs - Management confirmed that they have mechanisms in place to adjust pricing in response to tariffs and inflation, ensuring margin protection through long-term contracts [119]

IBM's Performance and Outlook - IBM's CEO expressed optimism about the macro environment [2] - IBM achieved total revenue growth of 18%, earnings growth of 15%, operating margins of 320 basis points, gross margins of 230 basis points, and free cash flow growth of 9% [3] - Red Hat experienced accelerated double-digit bookings, growing at 12% [4] - Software growth slowed down from 6% to 35% [4] Industrial Sector and Electrification Theme - The industrial sector is outperforming tech, driven by trade deals and a power surge [5] - Industrials are up 16%, supported by stocks like GE Vernova, which is up almost 90% this year [5] - Approximately $4 trillion is projected to be invested in electrification between now and 2025, indicating a decade-long theme [6] - GE Vernova reported record backlogs and a book-to-bill ratio over 13 [7] - GE Vernova anticipates power organic growth of 6% to 7% for the full year, with electrification organic growth at 20% [7]