Primoris Services: An Emerging Data Center Infrastructure Play (NYSE:PRIM)
Primoris Services Corporation ( PRIM ) is a specialty infrastructure contractor that is steadily repositioning itself at the forefront of several powerful thematic catalysts within our market. The company now stands to benefit directly from theMy research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Artificial Intelligence / Semiconductors, (2) Infrastructure / Logistics ...