The wrong time to chase data centre stocks

Parabolas honour mean reversion quicker than most other shapes.

Here is the stock price of Iron Mountain.

Nearly there !

It’s also an analog for many other stocks in the data centre space.

March 31, 2025

rob@karriasset.com.au

Time to buy straw hats was 2 weeks ago

The Shanghai Composite and the CSI 300 indices have appeared in the oversold category of my past 2 weekend editions of Macro Extremes.

This week, these indices have risen 9.7% and 15.7% respectively.

It’s nice but I don’t like the set-up.

September 27, 2024

by Rob Zdravevski

rob@karriasset.com.au