$EPD Enterprise Products Tape Reports
Per Ticker.id: $EPD Enterprise Products Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-24 23:15 UTC.
So you usually have companies that build maybe one or two best-in-class tools and sell them to as many different enterprises as possible. And so that's lower value per transaction than what Palantir does, but it is much higher volume. And so it's sort of like Palantir is a more comprehensive AI-native version of Salesforce almost, at least in terms of importance to enterprise productivity.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Um, Look, I got it. Go ahead. Oh, I cut off, right? I didn't mean to do that. Okay, now here's the issue with Palantir. I have been committed to say it was going to go up to $250, at least $200. I'm not backing away. They've had an amazing quarter. It's a great spec, but it is a spec. And I know people pillared me when it came all the way back, but I stuck with it and I'm not, I'm not leaving it. I think it's real good. What can I say? Let's go to Carl in Indiana. Carl, how are you, Mr. Kramer? I'm good, Carl. How are you doing? Oh, at 83, I'm doing fine. Thank you for taking my call. Sure. Indiana, home of both the last undefeated teams in both college football and basketball. That's very true, very true. I'm trying to, uh, stay away from the AI stocks. And I have a stock that has a forward PE of 28, a high gross margin. It's a national pipeline company which bought another one just recently. And my stock trading at 10% down and my stock is Williams Company. Oh boy, I love Williams. You know, I'm going to throw in ET and I still like White Oak even though it's had a gigantic move. I think Williams is terrific. You know what? It's fun. I'm going to give you all of them because I have many of them in How to Make Money, because this is where you've got Enterprise Product Partners. EPD is very good, almost 6% yield. I've got a list of the ones that have good yield in natural gas, but Williams is terrific and I applaud you. I think you're making great deal sets. Let's go to Mike in Florida.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24With these enterprise products. That's gonna unwind.
Jason Calacanis — This Week in Startups · Open source is going to win it all: Harvey proves it | E2328 · 2026-08-21It's about— it's about money. Money. Yeah. Yeah, the technology stopped mattering. I mean, they don't even really— even in the keynotes now, which I still watch really closely, man, Jensen used to be so technical, even with the early machine learning and deep learning stuff before they rebranded to AI. Like, I was at some of those earliest conferences he did. I was at the really awkward GTC where he and Elon Musk sat across from each other on stage, and, uh, that was, uh, I, I could, I could feel the secondhand embarrassment from just 50 feet away from them. And all of that, there was, there was always pandering to investors, but there was also a lot of technical detail. Like, I could walk away from a keynote and write a really dense write-up about the architecture of some brand new thing they just announced. And now there's like— I'll watch keynote and at the end of it I'm like, I, I honestly, I don't even know what the difference is between this generation, the last generation, without going and looking up a white paper, you know. Like, it's right, they've stripped it all. And, and there's still technology there, but somewhere it just— yeah, it just doesn't matter anymore, which is real depressing because it's like, even if I want to cover the pure technology side of the architecture that goes into enterprise products and then say to the audience, you know, well, we, we cover this stuff because hopefully this comes to consumer at some point, some capacity, which is typically how it's been done in the past. Even if I want to do that now, it's like they're, they're not even really putting the effort into making those materials as widely available as they used to be, because it doesn't matter. Only the money matters.
Steve Burke — Better Offline · The AI Clown Car W/ Gamersnexus · 2026-08-19