AI Capex on the DeltaSignal track record.
This page collects every DeltaSignal track record entry for AI Capex: 2 published calls, April 13, 2026. Every entry was graded correct against the outcome it called, and each one links its entry on the track record page, the article, and the original post on X.
Entry 25 of 32 · PRE-ATLAS · C177
April 13, 2026
AI CAPEX · AI Capex Is Exploding. So Why Are Returns Still Lagging?
The call, as published
"Ranging / Neutral: 55% probability.Persistent power and grid delays plus electrical-component shortages keep deployment timelines stretched; backlog grows faster than revenue without a clear turning point."
Window, as published
Short-term (1-3 month horizon)
Resolved as called
Power and grid delays persisted, supplier backlog grew faster than revenue, and Ciena backlog reached about $8.5B by fiscal Q3 2026 against $1.67B quarterly revenue.
This entry on the track record·Read the article·Original post on X
Entry 26 of 32 · PRE-ATLAS · C178
April 13, 2026
AI CAPEX · AI Capex Is Exploding. So Why Are Returns Still Lagging?
The call, as published
"Constraining: 20% probability.Fresh delays or cancellations in 2026-2027 builds make the wait even longer, further pushing back usable capacity and widening the gap between orders and actual money coming in."
Window, as published
Short-term (1-3 month horizon)
Resolved as called
April and May 2026 data put 30% to 50% of planned 2026 United States data center capacity in delayed or canceled status, with the shortfall slipping past 2027.
This entry on the track record·Read the article·Original post on X