Cyxtera Technologies Inc (fka CYXTQ)

[Price1]

I truly know nothing. I’ll start there. So this isn’t financial advice at all.

But. What I’m seeing is this. This is an industry that is exploding and set to really explode with AI. I believe that wholeheartedly. From everything I read (and just see) Cyxtera has great products. Has top quality data centers. Has real market share. And has positive Free Cash Flows. They had overwhelming debt. But capital solves that problem.

If companies want to get into this business or capture more market share, buying CYXTQ is a short cut to getting there. Can you spend the next 5 years building/staffing/equipping 60 data centers around the globe? Yes. Will there be missteps and wrong hires set backs, and bad business deals baled into those 5 years? 100% yes.

So do I believe there will be more than one company interested here? I do. Do I know there will be money left over? I honestly have no idea. But that’s the bet.