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[@MidnightCapMgt](/creator/twitter/MidnightCapMgt)
"Why are AC companies $CARR and $WSO not benefitting from the Data Centers CAPEX wave They do not look expensive vs historical multiples"  
[X Link](https://x.com/MidnightCapMgt/status/1974485134297469111) [@MidnightCapMgt](/creator/x/MidnightCapMgt) 2025-10-04T14:41Z XX followers, XXX engagements


"I randomly stumbled upon Galderma $GALD and I cannot believe how have I missed this. Clear winner of Ozempic trend now expensive :("  
[X Link](https://x.com/MidnightCapMgt/status/1976379172726702156) [@MidnightCapMgt](/creator/x/MidnightCapMgt) 2025-10-09T20:08Z XX followers, XX engagements