Specialty Industrial Machinery · Industrials
Joseph Osha
Analyst
Guggenheim
Equibles does not estimate personal net worth.
About Joseph Osha
Joseph Osha is recorded as Analyst at Guggenheim. Joseph Osha has spoken on 7 earnings calls across 7 companies, most recently for X-Energy, Inc. on August 13, 2026. Those appearances were for X-Energy, Inc. (XE), Oklo Inc. (OKLO), Primoris Services Corp (PRIM), Eos Energy Enterprises, Inc. (EOSE), Digital Realty Trust, Inc. (DLR) and 2 other companies. The companies whose calls Joseph Osha spoke on are classified in the Industrials, Utilities, Real Estate and Technology sectors.
Joseph Osha on recent calls
“You guys have talked this morning about the fuel arrangements that you've got with Centris and General Matter, which is great. I'm wondering if you can clarify what the initial downloads are going to look like, whether that implies you might start with Haley now, or is the plan still for the initial load to be Liu?”
“To return to the fuel question, I just want to make sure I understand. You've got the initial couple of loads for EINEL from EBR. Is the plan to go to the blended plutonium after that, or is Centris going to come online before that?”
“First, returning to the single cycle gas business, obviously that's doing great. One risk factor there that does pop up every once in a while is whether your customers actually do have those turbine slots secured.”
“One of the things you talked about last year we haven't heard as much about recently is the data center opportunity and, in particular, some of the advantages that you felt like you have in terms of the ability to cycle, the ability to locate close to the building, and so forth.”
“Hi, thanks for taking my question further to this question of strength and renewal spreads. Just looking at your disclosures, it seems to me like the math actually gets better, not worse, in 27 and into 28 if I just look at the magnitude of rolling leases and the price.”
Affiliation history
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Guggenheim
Analyst
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Current
Company network
OKLO
Utilities - Independent Power Producers · Utilities
Engineering & Construction · Industrials
Electrical Equipment & Parts · Industrials
Engineering & Construction · Industrials
NXT
Solar · Technology