Author: Anthony Summers, The Oxford Club

In a market full of noise, this is the one metric that can’t be faked.

For patient investors, the setup is compelling: a debt-light balance sheet, a cash machine of a business, active share buybacks, and the potential for margin expansion if tariffs lift pricing and input costs ease after the third quarter.

It isn’t the flash AI stock making headlines. It’s the infrastructure play that quietly profits from everyone else’s AI dreams.

After tumbling 60%, the stock could be primed for a rebound.

The recent tech sell-off could spell opportunity.