Hello,
Assuming you believe that the mass of new data center construction is still estimated too conservatively - where do you see potential, taking into account current valuations and thus CRV? Who will still benefit strongly from this, where it is perhaps not yet priced in too extremely?
Chip designers, of course, but I would like to leave them out of the equation, as I am involved with $ASML (+5,96 %) and $AVGO (-0,69 %) well involved and I assume, for example, that the prices $NVDA (+1,49 %) will not be able to maintain prices and that the big techs will continue to push into the market.
I was thinking of construction companies like $HOT (+0,97 %) or necessary cooling equipment etc. Companies from the 2nd tier.
Please send me your ideas and reasons. 💪🏼