Update on Two Positions: Drones and Data Centers
A hyperscaler-backed data center play and a drone stock with 100%+ potential
In this article, I’ll cover two portfolio companies, with an updated valuation framework for each.
These two companies are:
A defense technology company focused on drones, counter-UAS systems, directed-energy laser defense, and space laser communications.
A data center developer and operator with three signed hyperscaler-grade HPC campus leases.