⚡ $P $129.63 (+2.9%), near 52-wk high ($131.41) 📈 Barclays' Tim Long: PT $110→$132, keeps Equal Weight. The skeptic converted on numbers, not price: "We had b

⚡ $P $129.63 (+2.9%), near 52-wk high ($131.41) 📈 Barclays' Tim Long: PT $110→$132, keeps Equal Weight. The skeptic converted on numbers, not price: "We had been skeptical about hyperscale deals... new guidance suggests bigger contribution than expected." — still neutral on "expensive valuation." …