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Strategies & Market Trends : Value Investing
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To: Ccube who wrote (78324)10/24/2025 3:13:14 PM
From: Ccube  Read Replies (1) of 78425
 
youtu.be

Eisman interview about AI data centers

So what you guys think about EQIX and other data center players ..... The analyst also mentioned LUMN at the end.
He thought LUMN was questionable, but actually it made me want to hold LUMN longer for the fiber cables to get monetized>?
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