Australian (ASX) Stock Market Forum

GMG - Goodman Group

Most definitely. All the DC stock charts are looking sick. GMG - down, NXT - down, MAQ - down, IFT - down.

I've read reports that MSFT has been cancelling advanced bookings of DC services.
i preferred REITs that focus on ordinary ( industrial ) sheds ( which can be used as data centres using some low power consumption strategies)

dedicated data centres ( using high power consumption ) are very costly to remove/reuse for general tenants ( should the demand for DCs wane or flat-line )

sure the comparison of strategies is like comparing a Tesla with a mobility scooter .. but sometimes a mobility scooter is all you really need
 


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