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(NYSE American: HCWC) Just Landed On Our Watchlist For Tomorrow Morning—Tuesday, September 8, 2026…
Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. September 7, 2026 Dear Reader, Most of the country is wrapping up the long weekend right now — grills cooling off, one last evening before the routine kicks back in. We've spent it getting ready for tomorrow morning. The data center industry is adding capacity faster than ever and still cannot build its way out of a shortage. North American inventory grew 33% year over year in the first quarter of 2026 with vacancy still at record lows, because a year earlier 74.3% of the capacity under construction was already preleased to cloud and AI tenants who signed before the buildings opened. The five largest hyperscalers are on track to commit $660B to $690B to infrastructure in 2026, close to double the roughly $380B spent in 2025. In a market like that, a signed contract on megawatts is an asset worth owning. (NYSE American: HCWC) is just weeks away from owning one. The company recently disclosed that its shareholders had approved a merger with Host Digital Infrastructure LLC, a developer of data centers that will hold roughly 96% of the combined company, with closing expected in mid-September and the shares are set to take the symbol (HOST). That contract is already in hand. On August 7 the company disclosed a 15-year take-or-pay lease covering 43 megawatts of critical IT load at a northeast Oklahoma facility, signed with one of the largest privately held cloud infrastructure companies in the world. Contracted revenue across the base term runs to roughly $1.25B, and about $3.2B over 30 years if every renewal is exercised. Capacity delivery is scheduled for the first quarter of 2027. These are just a few of the reasons HCWC is at the top of our watchlist for Tuesday, September 8, 2026.
Keep in mind, after a recent restructuring, (HCWC) has less than 750K shares listed as available in its float. When companies have small floats like this, the potential exists for big moves if demand begins to shift. Keep reading to see why we have all eyes on (HCWC) now. 
HCWC listed on NYSE American in September 2024 as a spin-off, raising $4.0M in its initial public offering. The operating business is a 19-location retail chain across six states, assembled by acquisition rather than built store by store. In January the company reported full-year 2025 revenue of $78M, up 13% or $8.8M year over year, with gross margin near $30M at roughly a 39% margin. Chief Executive Jeffrey Holman called 2025 transformative and laid out a strategic acquisition plan. Host Digital is the other half of the equation. The company is a developer, owner and operator of institutional-quality data centers in the United States, run from One World Trade Center in New York. The proxy describes Host’s Oklahoma project as a retrofit of an existing energized site rather than a ground-up build, which is how 43 megawatts arrive in the first quarter of 2027 in a market where fresh interconnections are quoted years out. The company holds a purchase option on the property at $27.7M exercisable through September 26 with two 30-day extensions available, and intends to fund it through project financing. Harmol Samra will become chief executive after the merger closes. He founded 10X Infrastructure Partners after stints at ICONIQ Capital and Starwood Capital, where he oversaw IPI Partners' portfolio of 82 data centers and more than 2.2 gigawatts of leased capacity, later sold to Blue Owl Capital for roughly $1B. Shawn Matthews will become chairman after nine years running Cantor Fitzgerald & Co. John Ollet stays on as chief financial officer, and the existing retail division continues operating $660B in Infrastructure Spend Is Headed Somewhere — Here's Where
The lease matters because of how little data center space is available in North America right now. CBRE's 2026 report puts Northern Virginia vacancy at 0.3%, Atlanta at 1%, Dallas-Fort Worth at 1.8% and Chicago at 2.2%. Dallas has a record 716.7 MW under construction and 88% of it is spoken for. Chicago rents climbed 14.7% year over year to $200–$230 per kilowatt per month while ComEd's power-delivery timelines stretched into 2032. A year earlier CBRE measured North American vacancy at 1.6% with 74.3% of under-construction capacity preleased, overwhelmingly to cloud and AI tenants. The five largest hyperscalers are on track to spend $660B to $690B on infrastructure in 2026, close to double the roughly $380B spent in 2025, and Microsoft alone carries an $80B unfulfilled Azure backlog tied to power availability rather than soft demand. Megawatts with interconnection and a delivery date are the scarce good, and a take-or-pay contract is what turns that scarcity into a financeable asset. Oklahoma is where a growing share of the spending has landed. Meta committed more than $1B to a Tulsa data center plus $25M for local roads and water, its 28th U.S. site, backed by over 1,500 MW of clean energy contracts already signed in the state. Cheap power, land and transmission capacity have pulled developers toward the region while established hubs queue for grid upgrades. Host Digital's site sits inside that migration. What Put (HCWC) on Our Watchlist
Shareholders Already Said Yes
Holders just signed off on everything Host Digital needs to walk through the door — the share issuance, the jump to 2B authorized shares, and the name change. That was the last shareholder hurdle before a mid-September close.
43 Megawatts Under Contract
On August 7 the company disclosed a 15-year take-or-pay agreement with annual escalators covering 43 megawatts in northeast Oklahoma, roughly $1.25B contracted across the base term and about $3.2B over 30 years with renewals. Management Has Done This Before
Harmol Samra ran 82 data centers and 2.2 gigawatts at IPI Partners before its $1B sale to Blue Owl, and Shawn Matthews led Cantor Fitzgerald & Co. for nine years. Deal Valued at $425M
The May 27 Host Digital agreement prices the merger consideration at approximately $425M, against a current market capitalization near $8.39M. Existing Business Still Producing
The 19-store footprint that produced $78M in 2025 sales at a 39% gross margin stays on as a division rather than being wound down. 7 Reasons Why (HCWC) Will Be At The Top Of Our Watchlist For Tuesday, September 8, 2026
1. Tiny Float: With fewer than 750K shares listed as available in its float after the recent restructuring, HCWC could be especially sensitive if demand begins to shift. 2. Merger Approved: Shareholders have already approved HCWC’s proposed combination with Host Digital, clearing a major hurdle ahead of the expected mid-September closing. 3. 43MW Lease: Through Host Digital, HCWC is tied to a 15-year take-or-pay agreement covering 43 MW of critical IT load at a northeast Oklahoma data center. 4. Contracted Revenue: The Host Digital agreement connected to HCWC represents roughly $1.25B across its 15-year base term and about $3.2B over 30 years if every renewal is exercised. 5. Near-Term Delivery: Host Digital’s Oklahoma facility associated with the pending HCWC combination is scheduled to begin delivering its 43 MW of capacity in Q1 2027. 6. Demand Backdrop: With North American data-center inventory up 33% YoY while vacancy remains near record lows, HCWC is moving toward the sector at a time of exceptionally tight capacity. 7. Existing Revenue: Beyond the pending Host Digital combination, HCWC reported $78M in 2025 revenue from its 19-store retail footprint, up 13% YoY with a gross margin near 39%. Take A Look At (HCWC) Before Tomorrow Morning…
There are several reasons HCWC deserves a closer look right now, and together they create a setup that is difficult to ignore. The company is working with a float listed below 750K shares following its recent restructuring, while shareholders have already approved the proposed combination with Host Digital ahead of an expected mid-September closing. At the center of that story is a 15-year take-or-pay agreement covering 43 MW of critical IT load at Host Digital’s northeast Oklahoma facility. The base term represents roughly $1.25B in contracted revenue, while the total could reach approximately $3.2B over 30 years if every renewal is exercised. That capacity is currently scheduled for delivery beginning in Q1 2027, placing HCWC alongside a data-center market where North American inventory has continued to expand while vacancy remains near record lows. And this is not a company starting from zero. HCWC also reported $78M in 2025 revenue from its existing 19-store retail footprint, giving the story an established operating base alongside the pending Host Digital combination. Between the small float, the approved merger, the 43 MW lease, the contracted revenue profile, and the broader demand for data-center capacity, there is a lot here for readers to get familiar with before the next session begins. We will have all eyes on HCWC tomorrow morning. Take a look at HCWC before you call it a night. Sincerely, Jeff Ackerman
Managing Editor
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