Run for cover when you hear thunder

Do you remember the deafening hubbub in November 2024 when “everyone” was scrambling to buy data centres stocks?

The study below highlights 4 empirically aligned moments when the stock price of Digital Realty (DLR US) was trading at extremes that deserved some attention and analysis.

You’ll find similar moments of extremes in many of the world’s other data centre ‘plays’ around that time.

In good news, DLR’s stock price is now trading at the price it was 5 years ago.

Sadly, this analysis would’ve been handy for those who were subscribing to #datacentre IPO’s which were being touted around the November and December 2024 period.

March 5, 2025

rob@karriasset.com.au