Reply to post: The market vs IRL

Will cloud giants really drive colos off a financial cliff?

Anonymous Coward

The market vs IRL

It's almost never a good idea to mistake what is happening in the stock market for what is happening in the real world.

Chanos is probably right that datacenter REITs are a poor investment but not for the reasons he gives. For years datacenter REITs were known (and bought) as a high income safe investment. But with interest rates rising that probably won't continue.

But I see nothing that indicates that datacenters are collapsing. As the IDG reported, there is still increasing demand for them.

I am not a financial advisor but my personal advice is never short anything and never ever naked short anything. There are safer ways to bet against stocks.

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