$AD

Array Digital Infrastructure

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$AD

·Array Digital Infrastructure

Past 12mo:4mentions·1voices

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All voices4 mentions since Jan 2026calls only

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Recent mentions

4 mentions

Frequently asked

Who mentions $AD most on Surfaced?+

@kerrisdalecap (Kerrisdale Capital) mentions $AD most — 4 mentions in the past 12 months.

When was $AD first mentioned on Surfaced?+

The earliest tracked mention of $AD in the Surfaced archive was on Jan 7, 2026.

How many voices track $AD?+

1 FinTwit voice has mentioned $AD 4 times in the past 12 months.

What kind of voices mention $AD most?+

$AD is mentioned most by Short Sellers voices on Surfaced.

Explore $ADFull mention timeline All voices who mention $AD RSS feed

@kerrisdalecapMar 18, 2026 · 1:07 PM

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 be structured to preserve control while simplifying ownership. 3/6

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@kerrisdalecapJan 7, 2026 · 2:14 PM

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. 9/10

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@kerrisdalecapJan 7, 2026 · 2:13 PM

$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 standalone biz. The mkt is valuing it as if today’s margins are permanent, not transitional. 7/10

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@kerrisdalecapJan 7, 2026 · 2:12 PM

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 passing for a highly strategic business about to raise fiber targets above 1.8m passings. 4/10

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