Fund.TBD
Swing Trader, Technical/Fundamental Analysis
Mayville Engineering looks to be re-rating on growing data center exposure, helped by a low share count and low multiple. Per Grok, data center and critical power brought about $50M of new project awards in Q1 alone, more than all of H2 2025, and Mayville acquired Accu-Fab for more data center exposure and raised about $87M in May 2026 to pay down debt and fund growth. Revenue is nothing great, and the stock still needs a big account to discover it. x.comÂ
Sterling Infrastructure's year-over-year backlog growth and CEC outlook strengthen its AI-campus case. At 18.5x forward adjusted EPS before earnings, the risk/reward looked attractive after management flagged softer Q3 awards and a possible sequential backlog decline. Results beat expectations: signed backlog reached $4.14B (+61% YoY), combined backlog $6.14B (+78%), and 2026 adjusted EPS guidance rose to $21.70-$21.96. CEC revenue could top $1B in 2026, with improving margins. x.com x.comÂ
Dycom looks compelling because its infrastructure backlog and operating execution position it to benefit from AI's demand for power, fiber, and data centers. Its backlog has grown to $12.2 billion from $8 billion a year ago, Building Systems EBITDA margins exceed 20%, and Power Solutions is running 30% ahead of acquisition expectations. The long-term growth opportunity may be underappreciated as the market focuses on near-term margin pressure. x.comÂ
Modine Manufacturing is a pure play on data-center thermal management, and its November 18 investor day could send it higher if it confidently sets big 2028-29 targets. It already cites two hyperscalers and one neocloud as customers, and which hyperscalers they are does not matter. Its valuation, which had grown stretched along with Vertiv's, now looks more intriguing than ever. x.comÂ
FuelCell Energy is an asymmetric setup: sentiment is still mixed, but upside could expand fast if its data-center story gains traction. It recently highlighted a packaged 12.5 MW solution for data centers and manufacturing expansion plans, and is tied to a collaboration targeting up to 450 MW of data-center deployments. Its June 8 Q2 2026 results call is a near-term catalyst. It is not a low-risk bet, but one worth owning here. x.comÂ
Procore Technologies looks cheap at 18x adjusted earnings and 3.5x revenue for what is probably a top-five private equity software target. Data center construction builds a mechanical case for revenue acceleration that starts flowing through in the next 12 months. x.com x.comÂ
Forgent Power Solutions is drawing serious institutional demand: it priced a 48 million share offering and the stock rose to all-time highs. That supports its role in the data-center, electricity and grid buildout. x.comÂ
Digi Power X could shift from speculative micro-cap to contracted AI infrastructure operator with a potential nine-figure revenue base, thanks to a 10-year, $1.1B colocation deal with Cerebras for a 40 MW Alabama data center, up to $2.5B with renewals. It sold 20 million ATM shares since March 31, lifting the share count about 30%, but the $103M funds the contracted Cerebras build, not losses. The binary test is delivering the first 15 MW by December 15, 2026; a material slip would end the case. … Show more
Forgent Power Solutions is still one of the best growth stories in the market, and its post-earnings rally is the market catching up to an accelerating order book. Revenue grew 94%, and $1.5B of bookings in one quarter lifted book-to-bill to 3.3x. The $3.0B backlog covers all of fiscal 2027, whose guide of 76% revenue and 95% EPS growth is a floor after three straight beats of the top end. At $39 it trades at 29x forward earnings, a PEG of 0.3, while industrials growing 10% trade at 25x. x.comÂ
Digi Power X is the home for Cerebras AI chips, with real asymmetry if both execute. Cerebras chose it over every other operator for a 10-year, $1.1B colocation deal with up to $2.5B in expansion options, against a $620M market cap, and a second tenant and GPU-as-a-Service revenue are starting. Risks are high: revenue begins only in late 2026 if the 40 MW Alabama campus is delivered on time, Phase 2 needs financing and dilution, and Cerebras depends on two UAE customers for 86% of revenue. x.comÂ
Digi Power X is the smartest backdoor play on Cerebras as massive institutional demand builds for its 20x-oversubscribed IPO. It is Cerebras's AI landlord, supplying power and Tier III data-center capacity under a locked-in 10-year, $1.1B contract worth up to $2.5B, which transforms its revenue model. It is also scaling GPU-as-a-service and energy sales as it pivots from legacy bitcoin mining to pure AI infrastructure. x.com x.comÂ
