Author: Money Morning Team

The timing looks cold-blooded.

This is textbook momentum behavior in high-momentum stocks.

The $10 billion that it’s locked up in the last two weeks in contracts is a geopolitical tailwind that’s structural, not temporary.

If you are looking for the AI infrastructure trade that still has room to run, it’s worth a serious look at this price.

With revenue growth of 32%, same-store sales up nearly 10%, margins holding firm, something real is happening here.