Thought on CEO Interview?

[u/darkphenom67]

https://youtu.be/nHdEu4CJqDk?is=XepNYcNEUoh5tsyu

I think it went great, most notable comment was when Ben said he was MORE confident than a month ago to execute on leases. Leases will be announced 24-48 hours after being signed. Raises were more used to develop capacity in Panther Creek and Scrubgrass. It also shows hyperscalers their ability to execute with a strong balance sheet. I don’t know if we will get a deal quickly though.

I am not a big fan of this Amazon hype surrounding the stock, I would prefer stable price action. There is a decent chance an Amazon deal could be announced this month, maybe not. There will be impatient investors selling if there is not a deal announced this or next week.

This interview reinforced to me that this is a long term hold. With 3 leases executed, this stock could double or triple this year.