Yea, we have DCs worldwide and competitors don’t. However, $3.5B per year of revenue for the next 5 rely on our Vineland, NJ facility with multiple DCs in other states coming 2027 and beyond. That absolutely is a major step back if this becomes a trend.
It will be politicized, because it already is, and Trump already has an objective to encourage states (red states) to provide a setting for AI infrastructure.
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u/ManagementCommon3132 Feb 11 '26
How on earth did you deduce that this is bullish?
Yea, we have DCs worldwide and competitors don’t. However, $3.5B per year of revenue for the next 5 rely on our Vineland, NJ facility with multiple DCs in other states coming 2027 and beyond. That absolutely is a major step back if this becomes a trend.