$GDS-SW(09698)$ Honestly, I think the market is underestimating GDS. Its EV/EBITDA is just around 12 times, same level as before the last big rally! OpenAI is still raising funds to build its own computing power, and $Oracle(ORCL)$ jumped in right after $Microsoft(MSFT)$ cut its data centers. Demand clearly hasn’t cooled.
China’s major telecoms are ramping up investment, with $CHINA UNICOM(00762)$ and $CHINA TELECOM(00728)$ growing over 20% and $CHINA MOBILE(00941)$ going all in. Not getting in now feels like missing a golden chance!
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