NEXTDC Limited

ASX:NXT

NEXTDC Limited

ASX:NXT
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$14.50 (-2.3%)
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#101
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2
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Reports (5) My Report Forum Investors
Forum Topics NXT NXT Bear Case

Pinned straw:

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SebastianG
Added one year ago

I agree with the premise of the article. I have been looking at NXT for a while but have held off investing as it just looks too expensive. The oversupply of data centres to me seems like a legitimate concern. I would prefer to be in a Goodman Group company that is a bit more diversified in its offerings.

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Mujo
Added one year ago

Anter interview with Jim Chanos - has been expressing him being short data centers for years but seems he still is too - Jim Chanos on Who's Getting Ca... - Odd Lots - Apple Podcasts

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Mujo
Added 6 months ago

Interesting discussion on useful lives of data centers.

Of course, all accounting treatment but makes you wonder actual economics - Amazon’s AI Reality Check - by Stephen Clapham

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