infra companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 2, 2026 by Manish Jindal · across every show →
Everything said about infra companies, oldest first
Apr 2, 2026 bullish
Jindal: Enterprise customers almost never replace foundational tech infrastructure
“Once you put the plumbing, you never change it. That's the reality of it, right? And unless and even if the plumbing breaks, you could just go whatever plumbing you have, you fix it. And I feel that a lot of the infra companies are bad, where if you can be par…”