https://substack.com/@sumo1015?utm_source=share&utm_medium=android&r=4

SUMO

<p>AI data centers not only require chips, but also massive amounts of electricity. While everyone is focusing on NVIDIA, power plant builder Argan (AGX) just delivered a very interesting report. 📊 Here are the key highlights for Q3 FY26: 1. Backlog hits a record high (Backlog is King) 📜 The most eye-catching data isn't revenue, but the staggering $3 billion backlog. This indicates extremely high revenue visibility in the future...</p>

Argan

NVIDIA

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C3.AI

Edgewell Personal Care

The hidden AI "water seller"? Argan (AGX) Q3 earnings quick read: Not just construction, but also a winner in energy transition

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