Posted by StartOfTheBull > 3 days ago | Report Abuse

I agree, if we are talking about the actual building of the data centers. Likewise, other materials are also needed to build data center, including copper (for cable), aluminium and concrete (cement and sand), etc.

Posted by wongck > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-12-story-h-159700552-HEXCAP_0035_A_TRILOGY_OF_3_BUSINESSES_FOR_DC_DATA_CENTERS_POWER_TRANSMI

Posted by KingKKK > 1 month ago | Report Abuse

Do you think it is time for steel sector to run as beneficiary of data center theme? Which steel stock do you like (ANNJOO, MASTEEL, PRESTAR, Southern Steel or CSC Steel)?

Posted by Sslee > 1 month ago | Report Abuse

Just monitor the steel bar price to time when you should buy steel stock.

Posted by speakup > 1 month ago | Report Abuse

Sifu Sslee, where to see steel bar price chart?

Posted by Phoebe > 1 month ago | Report Abuse

Nobody consider Hiaptek? They took have exposure to steel via eastern steel.