Absolutely nothing should be dismissed on face value. Infact that Reddit post prompted me to study about this company and I’m impressed with the situation the company is in and their aspirations to build a cloud platform, whether it justifies the current valuation or not is a different story.
One look at investor presentations answers some concerns raised in that post, there are still some doubts which linger regarding execution capabilities and so on… Co-location DC play should go fine, what are the potential margins?
This article from last year gives a top-down view of this sector’s boom.
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