What I’ve Been Up To
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
NASDAQ
Cogent Communications Holdings, INC.
CCOI
7 stories
$515M Market cap · 2026-10-07
CCOI · long Cogent Communications Hldgs
Cogent Communications (CCOI) is presented as a long investment idea, revisiting prior bull cases from 2022 and 2025.
kab60 on X
$CCOI DAVE HAS SOMETHING TO SELL https://t.co/Spe7p6acF3
kab60 on X
It's as simple as Dave just needing six paragraphs to (not) answer what the path to positive FCF looks like: $ccoi https://t.co/KfHBpx73J2 https://t.co/tgJbrY6pOF
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
Late August 2026 Random Ramblings
Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…
What I Read This Week
Cable stocks face renewed broadband share-loss concerns from LEO satellites, while AI links cover Microsoft, Google, Amazon, Anthropic and…
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