We just published a bullish article our analyst wrote on a high conviction idea that’s in one of our model portfolios. The stock is also in our high performing infrastructure and data center screens. Even though the stock has risen by more than 60% over the past year, we believe we are still early. The stock hit a new all-time high after earnings, yet still currently trades at a 45% discount to its peer group on EV/EBITDA. We went deeper into why that gap should close.