ai-power-infrastructure theme · 3 dossiers

Data-center-power order book vertical (Q1 orders +97% to $449.5M, b2b 2.2x, guide raised twice) and the $2.2B Thermon merger closed 2026-06-01, ~doubling scale to ~$1.5B combined revenue. Accelerating 2nd-order industrial-power narrative…

Last big pure-play BTC miner re-rating on its AI/HPC neocloud pivot, but the May acceleration leg has stalled: the 2026-06-04 production update again showed no signed deal and shares fell into 2026-06-05. Theme rolling…

AI/datacenter power-buildout lifting grid electrical contractors; MYRG validated it with a record Q1 (rev $1.0B +20%, EPS $2.99 beat ~45%, backlog $2.84B) and raised FY guide to ~12%. Theme ACCELERATING + cluster-confirmed, but after…