Every belief hardened in the same direction. A $4 billion capacity locking agreement, 60% to 80% data center sales growth guidance, and record order intake all reinforce that cooling demand is accelerating faster than prior estimates.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 27, 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.