The Data Center Stock Nobody's Talking About
I added this to the portfolio as an infrastructure play. It just became something bigger.
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A few weeks ago, I wrote about an infrastructure business that had just secured Saudi Aramco approval and management publicly stated their stock “does not reflect the true value of the company.”
Since then, something interesting has happened.
The company just announced $52 million in new project awards for Q3 2025. The stock was up as much as 13% on the news.
That reaction alone is notable – but buried in the press release was a detail that caught my attention.
Major data center infrastructure projects in the United States.
The CEO’s quote: “These awards underscore the accelerating demand we’re seeing across mission-critical infrastructure, especially in the data center sector.”
The words “especially in the data center sector” represent a strategic pivot I didn’t expect to materialize this quickly.
Meanwhile, the Saudi Aramco thesis continues executing. The press release confirms additional Aramco-related projects flowing through the recently approved Dammam facility.
Two growth vectors. Both firing simultaneously.
Today’s stock is…