I generally agree.dont believe ai spending will affect our...

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jb206

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11/11/24

13:30

Post #: 76547042
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Originally posted by SteveSage: ↑

Interesting that they have yet to provide an update on 3Q

I've seen some posts that IT spending in general may have reduced and perhaps not noticeable in total given the rather material uptick in AI spending.....long term I can't see too much risk for DDR given the relatively closed market and the ongoing need for hardware (&software), but perhaps the linear growth we have all come to expect from DDR may not be as consistent as in the past.....the challenge here is they have not really communicated that, and when it merely comes through in the final dividend, there is an out-sized impact on the share price.

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I generally agree.
dont believe ai spending will affect our customers much as it's mostly the hyper scalers running the AI.
but still mostly expecting linear growth.
Would be happy with 7% growth plus dividend

DDR Price at posting: $9.03 Sentiment: Buy Disclosure: Held
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