Paywalled growth stock with exposure to the Data Center buildout
Hello and welcome to the weekly paywalled stock writeup. I believe so strongly in free samples that four out of five stocks I analyze don’t get put behind a paywall. The samples of bourbon chicken in the mall food court are one of my favorite parts of capitalism. There’s something about the boldness of the attitude that if you only know what the chicken tasted like, of course you would buy it for lunch.
But once a week, I try to keep something extra tasty for paid subscribers only. Today’s stock is not a value stock, it is firmly in the growth category, funding themselves recently with a bit of dilution. It’s not the sort of thing that fits my profile, but some information came across my desk that tips the scales and makes it my hottest idea of the week.
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