Giorgio Iezzi
2.8K posts

Giorgio Iezzi
@GIezzi18020
I’ll use this profile to share my random thoughts.
Italy Katılım Mayıs 2024
643 Takip Edilen264 Takipçiler

$WULF $NBIS $CORZ $APLD $CRWV
These are the companies that will be this generation's "Commercial" property investments.
2008 to 2022 was known as the "Golden Era" of commercial real estate development.
Thanks to low interest rates, globalization and a shift from blue collar to white collar labor, the investment into commercial real estate drew investment.
Each one of those trends has now reversed.
1. Remote work means less of need for dedicated office space.
2. AI is decreasing the need for white collar workers in general.
3. Interest rates are higher and thus building new inventory in an oversaturated market comes at a significant premium cost that most areas cant support.
4. Labor + Material costs are much higher.
5. Housing workers in major cities has become expensive because of higher property values.
When you compare this against the Datacenter buildout...
1. Investment grade tenants willing to sign multi decade leases.
2. Co-Location with tenants that do everything under Triple Net Lease arrangements.
3. Brown + Greenfield development has great returns that compound over time.
The best companies from the list below will be able to create a framework around buying a site, securing power, getting financing and signing a long term lease with a hyperscale counter party.

English
Giorgio Iezzi retweetledi

@OddStats Because ppl are getting ready to buy the real stock ??
English

Inschrijven voor de IPO van SpaceX is mogelijk bij Trade Republic.
Open een rekening via de link en ontvang een mooie welkomstbonus.
refnocode.trade.re/gqt44bvp
Nederlands

@FunOfInvesting I cannot believe it !!! If you need any help for hotel,restaurant, beach club you will be my guest:)
Also would be a pleasure to meet you !!
English

Can confirm. Many tens of thousands of Albanians out in the streets late into the night.
Mario Nawfal@MarioNawfal
🇦🇱 Thousands are back on the streets of Albania's capital, Tirana, protesting a coastal development linked to Jared Kushner on a protected stretch of the Adriatic.
English

@itengelhardt You can short it on Hyperliquid or at the open you can short....good luck
English

I placed my SpaceX IPO order on @traderepublic
Hopefully I get some shares of $SPCX next week.
Thx Trade Republic, for a German broker, that was not expected to be possible.
I appreciate it, so I don't need to do it over E-Trade, they have commissions and fees like its 1990.

English

incredibile. Per far comprare al pubblico il mega IPO di SpaceX tra pochi giorni, ora Klarna e Robihood ti prestano i soldi, tipo paghi in 4 rate !
doomer@doomerfied
[ DOOMER ] ROBINHOOD AND KLARNA TEAM UP TO LET USERS BUY SPACEX IPO SHARES USING 'PAY IN 4': BBG
Italiano

Payouts are out
I got $731
Very happy with it
Thank you guys so much for the support. I couldn’t do it without you

The Wheelie Investor@WheelieInvestor
Today is X payout day Here are my analytics Drop your predictions for what I will get
English

IPO Access.
Starting today, we give European retail investors direct access to IPOs.
-- Subscribe directly in-app at the official offer price.
-- Only 1 € trade settlement fee for your investment. No hidden costs.
-- Your allocation depends on the demand during the subscription period.
Available at Trade Republic. Update the App now.
Watch the announcement video: youtube.com/watch?v=NKPh7B…
Investing involves risks. Allocation is not guaranteed. Prices can be volatile and fall below the offer price.

YouTube
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