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. …