Calls
1
Kevin Curtin
Head of AI Infrastructure Investment Banking, JPMorgan
Win Rate
100.0%
return
+3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$154.07
+3.8%
Data center financing conditions remain robust despite political backlash. The 144A market for data center construction opened about a year ago and has already seen roughly $50 billion of credit issuance, showing that risks are being mitigated, pricing is robust, and investors continue to supply capital.
Diagnostics
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Kevin Curtin has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: A, DATA CENTER ABS/CMBS/144A FINANCING.
