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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (21755)10/31/2025 12:35:30 PM
From: Smart_Asset2 Recommendations

Recommended By
chowder
Steve Mac

   of 22058
 
<<I keep letting the idea of buying back D marinate in my brain. Every time I go to hit the Buy, I change my mind. I don't know, I just felt safer adding to what we already own.>>

Your results are a proven winner.

We have slightly different strategies. My buy is based on my data storage strategy. I continue to believe that the biggest values in the AI(whatever one wants to call it) build out is the need to power the internet and store the amount of data currently being generated and generated going forward. Those storage needs and power needs are being multiplied by orders of magnitude. Companies like the mag 7, banks, brokerages et al absolutely must be online, no downtime, and no lag in some cases.

Data Center Dynamics is a good source for the information.
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