While GMG and NXT are very different companies, they are both being labelled as quality proxies for the exponentially increasing demand for data centres:
GMG – we remain bullish, targeting new all-time highs up towards $40, over 15% higher.
NXT – we remain bullish, targeting new all-time highs up towards $20, over 15% higher.
- We are bullish on both GMG and NXT but see no reason to switch between them—MM is long GMG in our Active Growth Portfolio.
MM remains long and bullish on GMG
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