I came across this video today. Though it isn't related to NXT specifically it gives one of the best insights into the macro-economic conditions we can expect.
Summary
- US and world economy is slowing
- Interest rates in the US will come down which is good for capital intensive datacentre providers
- Treasuries and Growth stocks are where you want to be - PE's should expand as return on bonds and cash comes down
- Cloud companies are in early phases of growth with several years to run
- Mild recession further supports move to cloud as it can help with cost cutting measures
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$14.38 |
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| Open | High | Low | Value | Volume |
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| Last trade - 16.13pm 25/07/2025 (20 minute delay) ? |
| NXT (ASX) Chart |