$NVDA (+0,11 %)
$IREN (+2,95 %)
$JLL (-0,33 %)
$GOOGL (+1,58 %)
$AMZN (-1,77 %)
$META (-2,09 %)
$JLL (-0,33 %) says the cycle will continue until 2030. 3Trillion! $, that's 3.000.000.000.000!!!! Will be invested. Pre-letting is currently >70%. Occupancy at 97%!
Obstacles are delivery difficulties in construction and power. Good news for blade manufacturers, e.g. of UPS, cooling etc. ($VRT (+2,96 %)
$JCI (+0,91 %)
$CARR (+0,21 %)
$SU (+0,46 %)
$ETN (+1,95 %)
$GNRC (+1,19 %)
$CSCO (+1,67 %)
$ANET (+5,97 %)
$COMM (+2,14 %)) and companies like $IREN (+2,95 %) who have already secured power.
Gas will also continue to be important.
More than half of this will take place in the USA and Europe will fall behind.
Which blade manufacturers are you focusing on? Where do you see the greatest potential?
I myself am with $NVDA (+0,11 %)
$VRT (+2,96 %) and $IREN (+2,95 %) invested.