Post-Election Thinking About Data Center Development: Circulated on Substack and Seeking Alpha
Discuss the election results but tip toe into the Nov DCEO trends highlights. Stay tuned.
@SeekingAlpha A refresh of AI infra buildout https://t.co/vQjqDUITyy
— Jennifer Warren (@gbldragonfly) November 5, 2026
Investors are interested in an outlook. This has all been building, with the DCEO features, but advancing in conversation and importance. Many 1000s are reading and commenting. This feedback helps me understand what people want and need to know.