Has an 'up-perform' rating due to strong growth and significant exposure to the data center theme, with expectations of continued upward earnings revisions.

Five insiders, including the CEO (who has a good track record of timing sales), are selling near the stock's peak, representing the most insider selling in at least two years and a classic warning sign.

Five insiders collectively sold $17 million in unscheduled sales after a 30% stock run-up, marking a record sales month. This cluster selling into strength is a strong bearish signal that insiders believe the stock is overvalued.