@disruptorinvest · Long AMSC

Datacenter orders just went from 5% to 10% of this small cap's bookings. In ONE quarter. $AMSC (~$2B MC) sells something I don't think the AI trade hasn't priced in fully yet. Power QUALITY. Everyone counts MW. Almost nobody is pricing volts. Here's the problem that AI

Read asLong AMSC

Since the call—

unrankedThe analyst's rank today

Medium · 0.84Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

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