LGN · Legence Corp. Class A Common stockLegence Corp. Class A Common stock

Looking at $LGN due to its exposure to Mag7 clients.

The user shares several new stocks they find interesting with initial bullish rationales: LGN benefits from DC buildout with Mag7 clients; LYC.AX is a sole source of military-critical rare earths; DGXX has low valuation and high growth; KRKNF supplies advanced systems to Anduril; FI may recover from a drop like UNH but faces potential disruption.

Same thesis as earlier: LGN benefits from DC buildout and Mag7 usage; negatives include debt and P/E fund issues, but not deeply researched.

No qualifying thesis event for 45+ days.