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AI/data-center infrastructure thesis: first YoY revenue growth in years, big data center push, 15B+ core conduit TAM, potential rerate from cyclical industrial to AI infra play. Will be buying 01/27 $100 calls.
↑ LongOpenNot checkableOption
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—entry 89.35
Entry89.35
CALL $100 exp 2027-01-27
May 26, 2026, 2:06 PM·Mkt $89.35 at post
✓ Entry in line with market at post (0% off).
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