Why Shankar Sharma calls data centre stocks a bubble and enthusiasm around them a "hope trade"
- Posted on September 15, 2025
- By Business News Today
- 1 Views
Why Shankar Sharma calls data centre stocks a bubble and enthusiasm around them a "hope trade"
Data centre stocks surged over 12%, but Shankar Sharma warned the rally is a ‘hope trade. He likened the business to telecom towers, citing heavy capex, weak economics, low ROI, and high customer bargaining power.
