Every prior thesis hardened in the same direction. Data center adjacencies, power gen, and semicon demand all tracked or exceeded expectations, reinforcing Parker's multi-vector exposure to electrification and compute infrastructure buildout.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 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.