Data center pipeline hardened materially, with 1.8 GW of credible projects up 50% since February and 4 GW nearing contract execution, reinforcing FE's thesis that load growth will drive sustained transmission and generation investment.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 29, 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.