Not enough Data Centre & servers = investing opportunity

Why: Microsoft can't keep up with demand. $Microsoft (MSFT.US)$ says demand for data-centre and cloud power is exploding. Supply can’t keep up. Investments to watch: MSFT, GOOG, IREN,  URA, CLOU, DTCR.

That could mean revenue keeps growing — but slower cloud onboarding and fewer large-enterprise contracts could limit expansion. It’s not just Microsoft. Amazon $Amazon (AMZN.US)$ and Google $Alphabet-C (GOOG.US)$ have also admitted they’re struggling to meet demand.

1 - - Given the above opportunity, consider Google $Alphabet-C (GOOG.US)$ was upgraded by BMO overnight with a $294 price target (PT.) Also note $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$, alongside Google have the word's biggest data centres. Nvidia was also upgraded overnight. Cantor Fiztgerald upgraded $NVIDIA (NVDA.US)$from a $240 PT to a $300 PT.   To find Ratings Changes on moomoo's App → Markets → US → Ratings Changes.

2 - Iren $IREN Ltd (IREN.US)$a US-listed Australian renewable-energy company selling green power to AI-cloud and Bitcoin miners. Its shares are up 278% in the past 3 months and 519% year-to-date (+6.3% yesterday). Iren is gaining attention for its pivot from Bitcoin mining to AI.

– Iren $IREN Ltd (IREN.US)$'s revenue and earnings are expected to grow faster than forecast, based on consensus estimates available on the moomoo App → Financial Estimates.  

3- - ETFs to watch include Coud Computing ETF $Global X Cloud Computing Etf (CLOU.US)$ and Data Centres and Digital Infrastructure ETF $Global X Data Center & Digital Infrastructure ETF (DTCR.US)$ and for clean energy such as uranium, look at $Global X Uranium ETF (URA.US)$