High-conviction play in the new cloud space reaching record closes.

Despite missing earnings and revenue expectations, the speaker sees the massive capital expenditure guidance as a long-term positive, indicating overwhelming demand. The company is viewed as 'supply constrained, not demand constrained,' but is expected to be extremely volatile.

The host bought the dip in this stock, which received a price target upgrade from Citizens to $175 and was up over 4% on the day.

Considered a bullish investment due to a cheap valuation (3x 2026 revenue forecast), a significant new deal with Meta, and demand that outstrips supply.