Array Digital Infrastructure. Every tracked FinTwit mention of $AD, newest first. 4 mentions since the first on Jan 7, 2026. See the price chart.
March 2026 · 1 mention
Mar 18
Kerrisdale Capital — After that, buying in the $AD minority becomes the logical move. Consolidation creates strategic flexibility for the tower business, aligns with Carlson family objectives, and can…↗
January 2026 · 3 mentions
Jan 7
Kerrisdale Capital — When you value $AD sensibly and stop treating $TDS Telecom like a stranded copper ILEC, the math resolves quickly. Our fair value is $68 per share, roughly 70% above today’s price.…↗
Jan 7
Kerrisdale Capital — $AD is another blind spot. Tower tenancy just over 1.0x versus 2.2x+ for peers, with leasing accelerating, and costs coming out. The portfolio has only just begun life as a true st…↗
Jan 7
Kerrisdale Capital — After assigning a reasonable value to 82%-owned $AD, the implied valuation of $TDS Telecom collapses to distressed levels. Roughly 3.5x 2027E EBITDA and under $750 per fiber passin…↗