Jack of All Trades
Jack of All Trades: High Stakes SKORE 03.27.2026
AGX beat by 63%, backlog doubled to $2.9B, zero debt, +35% on a day the Dow lost 793 points. The AI data center demand is already in the backlog. CCL: Record bookings, 85% prebooked, demand intact through 2028. Unhedged on fuel.