Buy OESX by Dec 15, 2026.

Positions: still my 840 stocks. Not selling. Warning - this is perhaps my longest post! TLDR: sixth post on Orion (OESX). Two parts. First, they raised full year guidance yesterday because Home Depot, a customer theyve served for years, just handed them a big new batch of stores. Second, the part that should make you wake up, the enormous AI data center opportunity and why Orion is going to keep winning it. Part 1, Home Depot The [press release](https://finance.yahoo.com/energy/articles/orion-announces-major-us-retailer-122800160.html) yesterday. …