Record $2.4 billion order book at roughly 2x book-to-bill hardens the thesis that data center and AI-driven power demand is pulling solar tracker volumes higher, with project scale shifting from megawatts to gigawatts.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 9, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.