Friday’s near intraday multibagger move in Energy Focus, Inc. (NASDAQ:EFOI) (lighting solutions), from its open price, continues to convince me that the data center trend is the new industrial revolution or gold rush.

EFOI is a struggling commercial lighting solutions company that got hit hard after COVID. It was once a legitimate company that we had actually followed at GeoInvesting in the past. We had essentially stopped actively covering it because a recovery to its earlier days looked pretty unlikely.

The company hadn’t issued a press release since 2022, and then suddenly, last Friday at 9:00 a.m., it dropped a release tied to hyperscaler data center contracts.

We had a research screen update with the addition of a new stock to our Data Center and Infrastructure screen following its first data center contract win. The company provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. A P/E of 25x on its 2026 EPS guidance translates into a stock price of $41, compared to the current price of $45.63. At first glance, it doesn’t appear cheap, but analyst estimates may not fully reflect the opportunity. It’s 💯 worth tracking, as winning more data center contracts could make the stock look very cheap quickly and lead to an aggressive expansion in its valuation multiples. It’s moving to the top of our interview priority list.

We have a special feature this week: an impromptu Investor Roundtable Skull Session with three investors to discuss what’s been going on with an incredibly interesting special situation stock… actually one of the first stocks I ever bought over three decades ago. The most near-term probable set-up the we all agreed upon was that you make nothing to a best cast outcome of 100%. The worst case scenario of near zero seems unlikely.

This week’s special highlight includes a new contributor pitch on a digital health technology company, submitted by a GeoInvesting contributor, highlighting the opportunity following a recent pullback tied to guidance and reframing the setup as expectations reset. The average return of three of the other stocks he’s contributed to Geoinvesting currently stands at 408%.

In addition, we’re including new information arbitrage we found over the weekend on an electronics manufacturing services provider: regarding very positive backlog information found in its earnings call that was not in the press release.