The Future of Data Center Investing: A Goldmine for Tech-Savvy Investor

In today’s digital-first world, data centers are the backbone of everything from cloud computing to artificial intelligence. As demand for data storage and processing skyrockets, investing in data centers has become one of the most lucrative opportunities in the market. But how do you navigate this space effectively? Let’s break it down. 

Why Data Centers Are a Hot Investment 

Data centers are the infrastructure powering the internet, cloud computing, and AI. With companies like Microsoft, Amazon, and Google expanding their cloud services, the need for high-performance data centers is growing exponentially. The rise of AI, edge computing, and 5G technology is further fueling demand, making data centers a long-term investment play. 

The Stocks Investors Are Watching 

When it comes to data center investments, some stocks are generating massive interest. Based on recent search trends, here are the most searched and trending stocks in the sector: 

Stocks 

Nutanix (NTNX)

Nutanix is a cloud computing company specializing in hyperconverged infrastructure (HCI). It provides software solutions that integrate computing, storage, and networking into a single platform, enabling businesses to manage data centers and cloud environments efficiently.

Oracle (ORCL)

Oracle is a global technology company known for its database management systems, cloud computingsolutions, and enterprise software. It offers a wide range of products, including Oracle Cloud Infrastructure (OCI), which supports businesses in managing data and applications at scale.

Vistra (VST) 

Vistra Corp is an integrated retail electricity and power generation company based in Texas. It operates a diverse portfolio of power plants, including natural gas, nuclear, solar, and battery energy storage facilities, making it one of the largest competitive power generators in the U.S.

Marvell Technology(MRVL) 

A semiconductor company specializing in data infrastructure solutions, ranging from data center core to network edge. Founded in 1995, Marvell develops system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing technologies. The company provides Ethernet solutions, storage controllers, and interconnect products, making it a key player in cloud computing, AI, and networking

CoreWeave (CRWV) is an AI-focused cloud computing company specializing in high-performance GPU infrastructure for artificial intelligence and enterprise applications. Founded in 2017, it started as a cryptocurrency mining operation before pivoting to cloud computing.

 

Microsoft (MSFT) – A leader in cloud computing, Microsoft Azure is a major force in data center expansion. 

 

Amazon (AMZN) – Amazon Web Services (AWS) dominates cloud computing, making its data center investments crucial. 

 

NVIDIA (NVDA) – The chipmaker’s GPUs are essential for AI-driven data centers, making it a top investment pick. 

Snowflake (SNOW) – A cloud data platform that’s gaining traction among investors. 

 

D-Wave Quantum (QBTS) – A quantum computing company that’s making waves in high-performance data processing. 

Workday (WDAY) – A software company leveraging cloud-based data solutions. 

Oklo Inc. (OKLO) – A rising star in energy-efficient solutions. 

How to Invest in Data Centers 

Investors can tap into this booming sector in several ways: REITs (Real Estate Investment Trusts) – Companies like Digital Realty Trust (DLR) and Equinix (EQIX) own and operate data centers, offering a direct way to invest. Tech Giants – Investing in companies like Microsoft, Amazon, and Google provides exposure to data center growth. Semiconductor Stocks – NVIDIA and AMD are crucial for powering AI-driven data centers.

Final Thoughts 

Data centers are the backbone of the digital economy, and investing in them offers a unique opportunity for long-term growth. Whether through REITs, tech giants, or semiconductor stocks, there are multiple ways to capitalize on this trend. As AI, cloud computing, and 5G continue to expand, data center investments will remain a hot topic for years to come.

Uranium Stock Charts Video and More

I talk about several high RSI uranium stocks and sector ETF's like XHB and KRE among other stocks in this video. Uranium Stock Charts Video and others

Tasman Metals, Tasman Resources Stock TAS

I covered the technical analysis on a mining stock Tasman Metals way back in 2013. I noticed a lot of search traffic increasing for the stock in Google today. It appears it has traded on the OTC market under the ticker symbol (TASIF) for a long time. I now see it printed a trading day under ticker TAS.

I'm seeing conflicting info that has another company with that ticker Tasman Resources in Australia. Tasman Metals explores for rare earth metals in Sweden, Finland and Norway. Regardless, I looked at the Morningstar data for Tasman Resources TAS that shows robust revenue growth since 2020 and a good balance sheet. I added TAS to my watchlist based on the fundamentals and will watch the technicals as they develop.

Trading Watchlist and Market Commentary For 8-3-23

I made a new video with some thoughts and a watchlist for Tomorrow.

Subscribe to my Youtube to get new vids.

Here is the video

Gold Technical Analysis

Gold has a double top and failed signal with the bull-trap in May. It is in another downward channel here. I'm bearish on the price action. Some ticker are GLD GDXJ HMY EGO NEM TECK SAND NG

Longer term chart three years back

Stock Trading Watchlist and Market Update

I made another video on some stocks I am long and watching like quantum computer stocks. The quantum computer ETF made a new high today. I touch on some long and short ideas. Some ticker I talk about include CAVA QTUM RGTI QCI NRDY PLTR YALA ARAY QSI

New Trading Video

Subscribe to my Youtube channel so you don't miss a video. I talked about setups in various stocks and some sector and macro economic thoughts.

Videos This Week

I've been posting videos on my Twitter in the mornings. I plan on doing a weekend video this weekend also. Follow me on My Youtube Channel

Google Thoughts, Watchlists

New Video On My Favorite Trading Software and Watchlist Run-down

I talk about my favorite platform and broker. I go through my watchlist process for certain shorts. I talk about some new tickers.

Watchlist Adds

Watching XLI for a long as it comes up to a trend support.

Short biased LUMN has earnings Aug 1. Shorts are in control.

The daily volume prints are making me believe this is a bear flag on COOK. The selling volume has increased and buying has weakened since that drop day on the 5th.

Watchlist For Monday 17th

I'm working on some code for an email form so you all can subscribe and I'll send an email for every watchlist I post here. I might just end up using a popular email subscription like Constant Contact or Mailchimp. I'll keep posting them on my Twitter here too.

I shorted crude oil by longing UCO puts Friday. The premiums are lower than USO which I usually trade. The more contracts the more fine tuning on the scaling out you can do. I like using spreads nowadays. The trend reversal setup is on a break of support. I jumped the gun with a pre-emptive entry. Looks good on any continued weakness(red on session).

I had an epiphany on an industry that is going to see AI and robotics disruption. Old fashioned perimeter security systems. The perimeter monitoring will maybe stay but if these companies don't start using these new robots they will be losers. I had already seen this bulky robots on wheels but there is another company called Knightscope, Inc. (KSCP) that makes security robots. The stock is pretty short-term overbought here but I imagine it will do fine in the long-term.

So this made me think of ADT the old security company. They don't have much cash to invest in R&D to build robots or buy the tech. I don't think this one is going to make it in the long-term. They've been struggling already. Looking at this bear flag setup for puts.

FREE is a health food brand. Nice long setup on any breakout.

I traded REMX well off this range to the long side. Now it is a short with the same channel setup.

CBIO Long setup on any move over Friday high of day. I'm not super optimistic of this because it's a bio and my glance at the fundamentals didn't get me excited. It is a perfect triangle though which has positive expectancy for me. Just a technical setup for a micro sized position.

Last one is 1.5x Long COIN Daily ETF (CONL) I like short biased. A shooting star red candle above upper bollinger band (20,2) is the "kiss of death". It's also way ahead of bitcoin on a comparison chart. It's basically a stat arb trade. COIN is short-term overbought and the leveraged ETFs unwind more when they go opposite direction of the underlying. Might do weekly puts for just a one or two day move.

Stocks I Added To My Watchlists

Good morning everyone! I ran some StockFetcher.com scans last night as I usually do and found some really really good chart setups. With so many sectors in uptrends I plan on doing more blog posts on here. I bought a webcam too that is on the way and will work on doing video watchlists in the future too.

I added Peloton PTON back to my short bias watchlist. It needs a red day first or some technical support taken out to be a setup short.

I added this China cloud computing Kingsoft Cloud (KC) Coming off a nice long flag with volume

I added a financial Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Breaking out off a triangular consolidation.

Grayscale Litecoin Trust (LTCN) This might be my favorite chart setup right now. It's in the hot industry too. This is the kind of clean long bull flag I really like and don't see too often. It even printed a hammer candle on the day. The setup is a breakout over yesterdays high $6.02. So it needs 6.03 to be a long. Really good setup. The stats I have in Tradersync for this setup has it with over 50% win rate and good expectancy.

I've been following a ton of tech news but I've never heard of this quantum computer company Rigetti Computing, Inc. (RGTI). It's in Berkeley CA so it looks totally legit. I thought only IBM and a handful of research institions were working on quatum computing. Maybe Elon Musk is not as far off on AGI predictions as I thought.

RGTI "builds quantum computers and the superconducting quantum processors. Its quantum computing as a Service platform can be integrated into any public, private, or hybrid cloud. The company offers product types of platform, research, and software tools, which are used in application areas of benchmarking, chemical simulation, education/entertainment, machine learning, and optimization."

It's trying to form a rounding bottom base on the long-term chart. It's got trend momentum.

KIND I'm hesitant to go big into this one because it's on it's third bull flag already. The higher in the trend the less likely the clean flags work out as smooth as the early ones. It's a good long bull flag though. One that got given up on like so many that are running now. Even Angi's List ANGI has a strong chart now. It's wild.

My favorite Bitcoin ETF BITO because it has very liquid options. Bitcoin is actually closer to breakout level as the ETF has some decay. Good bull flag here on Bitcoin.

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