Company is executing a strategic pivot into high-margin power generation business with $840M Caterpillar agreement, addressing critical AI infrastructure bottleneck. While currently trading at high P/E (91x) with negative recent revenue growth, the power segment could transform earnings profile by 2027-2029 when equipment deploys. Positioned at center of massive $690B AI infrastructure spending.
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Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
