Run for cover when you hear thunder

March 5, 2025 Leave a comment

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

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Gravity sucks – ASML

October 17, 2024 Leave a comment

Yesterday, the ASML share price completed a reversion to its 200 week moving average.

Soon, I’ll be re-buying it.

Why I was selling semiconductor stocks

October 17, 2024

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The robots won’t take away jobs

October 2, 2024 Leave a comment

On the topic that new technologies (or AI, perhaps) will take away jobs….

Approximately 85% of employment growth in the last 80 years can be attributed to new technologies.

Today, nearly 60% of workers are engaged in jobs that did not exist in 194

source: The Labor Market Impacts of Technological Change: From Unbridled Enthusiasm to Qualified Optimism to Vast Uncertainty (David Autor, 2022).

https://www.nber.org/papers/w30074

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More downside in Tesla…before it’s a ‘buy’

March 20, 2024 Leave a comment

Another chance to buy Tesla shares (for those who believe or completed their due diligence) is nearing again and I think it’ll be at a price much lower than today’s.

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