AAON: Data Centre Tailwinds With High Cash Production

Group 1 - Global data centre demand is increasing significantly, benefiting various sectors beyond technology, including infrastructure, basic materials, and services [1] - The value chain extends down to mining operations that explore and produce raw materials essential for data centres [1] - The analysis emphasizes the complex relationships between value drivers, capital flows, and price action in financial markets [1] Group 2 - The research covers a wide range of investment securities, including futures and options markets, indicating a comprehensive approach to market analysis [1] - The company represents a diverse cross-section of financial market participants, including speculators, hedgers, and long-term traders [1]