no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Madrron's cooling system works in hot/dry climates where hyperscale builds are concentrated; saves 30% of grid permit currently eaten by mechanical chillers ($500M/GW); 100kW prototype running, 1MW version coming; hyperscalers want 1MW+ units; in-house full-stack engineering like Tesla.