Portfolio diversification is the strategy of spreading investments across different assets, sectors, industries, and geographical regions to reduce the overall risk of the portfolio. The idea is that by holding a variety of investments, the overall performance of the portfolio will be less dependent on the performance of any single investment, reducing the risk of large losses. Why is Portfolio Diversification Important? 1. Risk Reduction: Diversification...
Data centers are facilities that house computer systems and associated components, such as telecommunications and storage systems. They are essential for storing, managing, and processing vast amounts of data. Importance of Data Centers: 1. Data Storage and Management: They store critical information for businesses, governments, and individuals, enabling efficient data retrieval and management. 2. Cloud Computing: Data centers support cloud services, allowi...
As the United States approaches its presidential election, Wall Street finds itself at a crossroads, analyzing the potential ramifications of a "Trump trade" versus a "Harris trade." Both scenarios suggest that the infrastructure sector may emerge as a significant area of focus, regardless of the election's outcome. Recent hurricanes Helene and Milton have highlighted the urgent need for infrastructure investment, p...
The types of customers have changed, the bargaining power has shifted, and as a result, the profitability has also changed. Going back to 2016, the company's largest customer was IBM, accounting for 7.8% of its revenue; last year, the largest customer was Amazon, representing 10% of its revenue. As a data center Real Estate Investment Trust (REIT), there are primarily two types of customers—the first type being the co-locati...
☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030 💰 Several ways to play the theme. Here are some examples sorted by net profit margin 1️⃣ CLOUD SERVICE PROVIDER 🇺🇸 Microsoft$マイクロソフト (MSFT.US)$35.9% 🇺🇸 Alphabet$アルファベット クラスA (GOOGL.US)$27.1% 🇺🇸 Oracle$オラクル (ORCL.US)$20.0% 🇺🇸 Amazon$アマゾン･ドットコム (AMZN.US)$7.6% 🇫🇷 OVH$OVH (0220.MY)$-2.5% 2️⃣ DATA CENTER Build, manage, maintain 🇫🇷 Schneider 11.9% 🇺🇸 Equinix$エクイニクス (EQIX.US)$11.6...
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Money Thrill : 非常に良い概要と多様化![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Ultratech : スパイ露出は必要なだけ多様です。小口口座ではヘッジしたりストップロスを使用する理由は全くありません。上げ下げを通じて保持し、何もしないことを学び、これはゲームではありません。