Jun. 23 at 7:47 PM
$LNKS Based on the investment plans announced in 2024, it appears that projects such as the data centers being developed by AirTrunk and Equinix, along with various other projects across the region, are now moving through the construction, power procurement, and tenant onboarding phases.
Given the amount of capital being invested in Malaysia, I believe the lack of movement in the stock prices of related countries and companies represents a massive hidden divergence.
I don't know what catalyst will ultimately close the gap, but the disconnect between what's happening on the ground and what the market is pricing in simply doesn't add up to me.
My personal hope is that this thing rips all the way to
$25.
