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ai-power-infrastructure theme · 3 dossiers
Dossiers in the ai-power-infrastructure theme cluster — 3 names moving on shared catalysts.
All dossiersCECO
CECO Environmental Corp.
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…
CLSK
CleanSpark, Inc.
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…
MYRG
MYR Group, Inc.
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…