We’ve highlighted the outperformance of Chinese stocks several times this week, so we decided to go deeper into one sector: data centers. The “brains of the internet” Data centers process and store data generated from all the tech we use. As the world moves digital, the demand for data centers increases. In the U.S., commercial…

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Thanks to stock prices, investors are now workin’ on the weekend, unlike usual. Tech stocks are having their worst start to the year since 2000, but fundamentals in data centers are still looking strong despite the drop. Companies create ~2 million terabytes of data daily… … and all that data needs to be stored and…

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