This is an I-Heart podcast.

Guaranteed Human.

Let's go through the best AI infrastructure place.

Yeah, let's do it.

Let's do it.

Let's do it.

And you know what I'll do for them?

Because I feel like we've spoken about these individually,

maybe by sector by sector inside of AI. And so I'm going to run down the ones we've spoken about on the show. And I know Jensen likes to talk about that five-layer cake when it comes to AI. And so we'll start with energy. GEV, G.E.V. Genova, Venova, I think it's going to be a leader and has been a leader. We've been talking about this since it was in the 500s.

It was pricing over 1,100 or somewhere in that area now.

We know the data center story is real.

We know energy is vital to the story, but who can deliver that at the fastest pace?

Who's going to be able to create turbines that could be sold?

Who can do it from an international standpoint to satisfy the needs on a global demand? So G. Renovar is one. Caterpillar is another. We're talking about gas turbines. And Bloom, I know people have been asking me, what about B.E? What about B.E? Very similar to that energy story. So B.E, that would be three right there in energy that if you don't have on your watch list, you should.

Cooling.

We spoke about this.

And shout out to everybody at Nvidia again.

And if you were part of that group, session one or session two, you saw it firsthand the company that they're partnering with in terms of liquid cooling.

And that would be

vert of VRT. We've spoken about this plenty of times on the show, but it's definitely in the

portfolio, and a lot of y'all have calls on it. If you don't, let's put it on your watch list,

because I think that's going to be one that's going to be a leader. Networking and connectivity,

...