Seems the Equinix announcement this morning has made a few holders hit the sell button. I’m with you mark, when you read all the reports on the cagr over the next decade for dc growth, I think there is going to be a shortage rather than an oversupply. Worst case scenario for tomorrow’s report would be 9 mws sold in the half. Obviously not billing yet but still locked in contracts. That in itself is nearly 25% growth in current sold capacity. Not bad imo and that is worst case scenario. Gltah I’m tipping surprise to the upside. Dyor
NXT Price at posting:
$7.05 Sentiment: Buy Disclosure: Held
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