Marcel (@Kytez) su getquin

7Mes·

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 (+4,18%) and $AVGO (-1,7%) well involved and I assume, for example, that the prices $NVDA (+0,48%) 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 (+0,75%) or necessary cooling equipment etc. Companies from the 2nd tier.

Please send me your ideas and reasons. 💪🏼

14 Commenti

Sparfuchs@Reinecke

7Mes

How many data centers are to be built? They are being built here on greenfield sites and the buildings don't look particularly high quality. What is the construction industry supposed to gain from this? Perhaps broadband expansion or network expansion.

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Kevin E.@KevinE

7Mes

Relatively obvious to me - $DLR

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Visualizza tutti 6 ulteriori risposte

Pirax@Pirax

7Mes

You should think about the data center colocations... Many of the hyperscalers like Meta, AWS, MSFT only rent in ready-made data centers.
$NTTYY
$EQIX
$IRM
$DLR
Just to name a few

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aminemeskni@Aminmeskini

7Mes

I asked myself exactly the same question, look at the equinix. I bought it myself a few days ago.

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Soprano@Soprano

7Mes

Any construction company can certainly build it. After all, it's nothing more than a large hall. Cooling is certainly another good question. Possibly $6367 does something like that. But that also raises the question of how such things are cooled nowadays. It used to be air and water, but now it's probably nitrogen, which might make it something for $LIN again.

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