PAVE
2 tracked calls · 2 long · 0 short
first called by 1000x 5mo ago
LONG5mo ago
“Industrials, materials, utilities, energy. See this? These are all the sectors I would say that are the data center buildout and the things necessary for the…”Jordi Visser
Long industrials/materials/utilities as the asset-heavy data center buildout winners take leadership.
PAVELONG@ $55.50
$55.19-0.56%
since call Feb 22
peak +4.3%
LONGPOSITION5mo ago
“if you're spending $500 billion on building data centers, you're going to need some people to build those data centers for you … And those people are going to…”1000x · Avi Felman
Data center buildout needs builders, so industrials and construction firms benefit massively
PAVELONG@ $55.51
$55.19-0.57%
since call Feb 12
peak +4.3%