Unicus
@UnicusResearch
An independent short-only invst. research firm. X is Not Fin Advise. Short: Macro Credit:
Joined March 2021
1.7K Following 42.6K Followers
$NBIS: Massive data center build-outs will eventually become ghost buildings because the idea of crowding space with "data centers" is detached from physical reality.
Reasons: severe supply shortages, grid limitations, and fierce local opposition.
Now, 201 Milan Parkway in Birmingham, Alabama, which was sold 3 times in one day.
Can you guess what they’re building there? See below. @m3_melody
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