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Neural Foundry's avatar

Really solid analysis here, especially on Applied Digital. The spin-off angle is clever because most investors dunno how much value is locked in those infrastructure plays until they see it seperated out. I've been watching datacenter capex trends and the timing for ChronoScale looks sharp with all these hyperscalers fighting for capacity. Boeing's backlog number is wild but the execution risk still feels real given the last few years.

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