Every data center power constraint hardened this quarter. The $600M nonbinding notice to proceed and backlog exceeding $700M moved Generac from aspirational positioning to concrete capacity commitments against hyperscale demand.
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.