Saturday, August 16, 2025

A Most Interesting List Of Ten -- August 16, 2025

Locator: 48874INVESTING.

Before we get started, this graphic:

Now, back to the interesting list of ten.

Link here.

We've talked about gas turbines before. See backstory.

The top ten:

  • Palantir: data mining, everywhere, especially in the US government, and more specifically, the military; the gold standard
  • GE Vernova: about the only natural-gas turbine manufactured in the US; competes with Siemens, Europe;
  • Newmont: gold mining
  • Seagate: data storage; US but "HQ" in Dublin, Ireland; second to none?
  • Western Digital: data storage, San Jose, CA; one of the world's largest hard drive manufacturers in the world;
  • NRG Energy: energy generation; "HQ" in Houston, Texas
  • EBay:
  • GE Aerospace:
  • Idexx: animal veterinary research

I think I've heard CNBC mention only one of those on a regular basis: Palantir.

Occasionally: GE Vernova. 

Maybe GE Aerospace but none of the rest are "ever" mentioned.

Amphenol: electrical and fiber optic connectors; coaxial cables.