
falconsone
7.3K posts




If you listen to last night's Cisco conference call you will understand the allure the data center has for money managers. The superlatives so outweigh any negatives right now that it is hard to justify NOT owning data center stocks. Very different from 2000 and this company...

Swept in his 20s Swept in his 30s Swept in his 40s Witnessed Greatness



The matchable short-swing transactions under Section 16(b) are limited to specific sales of common stock by three Pentwater-advised funds, matched against earlier “deemed purchases” in March 2026. These total 94,000 shares and are the only ones flagged for potential disgorgement in the recent Form 4 filings (primarily covering sales on or around April 22–23, 2026). This is $25M - $50M, chump change versus what Pentwater made.















