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DLR- Digital Realty Trust, Inc.
Digital Realty Trust is aggressively expanding its data center footprint to capitalize on rising AI demand. Recent transactions include acquiring 1,440 acres for **$475 million** and boosting its stake in Teraco to **77%** for **$650 million**. The company also launched an AI-native service across **800+ data centers**, enhancing its competitive …
[Week 21 - 1985] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1985-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1985.html This week we will go over two segments and an acquisition. One is a really wonderful and insightful writeup on executive and managerial compensation, and the costs and benefits of compensating with cash vs stock vs options and Buffett’s reprimanding of some practices that …
Amprius Technologies could be a real way to get exposure to the drone/aviation battery sector.
I have been following AMPX for some time now and it feels like one of those stocks where the actual company progress has been pretty damn good, but the chart still manages to make you feel like you’re missing something. On the bull side, I don’t think the story is …
Sirr, May I take your order??
Why would you buy crypto ?
I mean wait this is a genuine DOUBT and I'm not predicting anything (because I don't have that much knowledge/experience). I'm actually thinking about what even makes crypto valuable ? It was supposed to be a currency and act like digital decentralized cash.. but most countries don't treat it as …
Rheinmetall (RHM): Market just handed out a discount?
Everyone is panicking over the recent pullback, but the fundamentals don't seem to care. At around €930/share, Rheinmetall is trading at what looks like a growth-stock valuation for a company whose earnings are projected to explode over the next two years. **The numbers are wild:** 2025 EPS: \~€18.5 2026 EPS …
Energy Back in Focus - Short term set-up
I have not done much with this model/sector. It has not had many picks for a long time. But today it has 90 picks. This is an Energy 100 model so its basically a sector call. This is trained on the last 5 years ( post covid, up until April …
Plug Power potential growth ??
I work for Grainger, massive 62billion dollar company. They just signed a contract with Plug Power to construct an $18 million dollar hydrogen power station. They already started construction, and there are talks about getting the contract to build them for all 34 Distribution Centers! I feel like this could …