$PWR Quanta Tape Reports
Per Ticker.id: $PWR Quanta Tape Reports — 3 podcast mentions across 3 podcasts (30 days), latest 2026-08-11 15:06 UTC.
What every period in history, like, things get wholly overturned. So if you can't point to one thing that's kind of heretical today that you agree with, then you're definitely on the wrong side. Of history. We always say we're at the end of history scientifically, historically, and then it always progresses. And usually there's a— that's when people are most saying we're at the end of history, you see a paradigm shift and everything just completely collapses and changes. This is like the structure of scientific revolutions is written by a guy named Thomas Kuhn, who's actually— he was friends with John Mack, and he encouraged him to investigate the alien abduction stuff at Harvard. At Harvard, and he would say that there's a law of declining marginal returns in any scientific paradigm where you're just rounding out the final margins on a theory and you're so sure of it, like electromagnetism in the late 19th century, and then boom, you get total collapse because Max Planck figures out quanta. You get the quantum revolution. Who are you to say so smugly that that's not going to happen now? Of course it will.
Jesse Michels — The Joe Rogan Experience · #2545 - Jesse Michels · 2026-08-25Steve, I think it's interesting, after deep corrections in what I would call AI-adjacent or buildout-type names, Quanta, Mcore, these are probably down 30% from the highs. Caterpillar had a pretty big— Had big numbers today. They've all responded over the last couple of weeks.
Chris Varrone — The Real Eisman Playbook · The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73 · 2026-08-17Quanta was up like 15% on earnings day last week.
Steve Eisman — The Real Eisman Playbook · The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73 · 2026-08-17