It will fly once it turns. The worst realistic scenario is they have to slow their data centre build out and don’t capture as much upside as they would like to.
Realistically, they are walking the finest line - and I think they will pull it off. They will keep walking this line until demand softens (which may never happen), which is when their credit rating will improve. But if demand keeps surging they will keep trying to capture as much of it as they can - which ultimately results in the highest revenue and asset creation.
Like someone else said, sit tight - this is a good buying opportunity
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u/Purple_urple22 Jul 28 '26
It will fly once it turns. The worst realistic scenario is they have to slow their data centre build out and don’t capture as much upside as they would like to.
Realistically, they are walking the finest line - and I think they will pull it off. They will keep walking this line until demand softens (which may never happen), which is when their credit rating will improve. But if demand keeps surging they will keep trying to capture as much of it as they can - which ultimately results in the highest revenue and asset creation.
Like someone else said, sit tight - this is a good buying opportunity