In short: Named as an ERock customer — the Taiwanese contract manufacturer, increasingly a data-center builder, buying ERock's on-site power.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.