This week’s wrap-up is packed with inflection points that are flying under the radar. We continue to dissect the clues that indicate a certain company’s five data center contract bids could materialize. Just one decent-sized contract could potentially double the size of the company. Another company’s blowout quarter sent shares up 20%, yet the stock is still cheap and investors have yet to associate the company with data center demand. We think the stock got lost in Friday’s weak market session.