Contract QualityDisclosure, take-or-pay, prepayment, repeat customer, source reliability.
Commercial MomentumNew commitments, expansions, anchor customers, and delivery milestones.
Obscurity / DiscoveryUnder-covered entities with evidence of material participation.
Bottleneck ExposurePower, cooling, optics, connectivity, construction, and operations risk.
Capacity ExpansionMW/GW path, additional orders, options, and regional build-out.
Parallel OpportunityExplicit mapping to BOSSTOX, SCOUT, ATLAS, Fenway Web, and KEYSTONE.