What Money or Life 美股频道 said in this video:
- GDSbullishlong-termGDS retained 19.4% of DayOne and recouped nearly all its investment; after DayOne's IPO, this stake will become a pure benefit and attraction for GDS.Source
- OtherneutralThe host believes STT, a Singapore state-linked investment firm under Temasek, is strong state capital backing DayOne.Source
- Otherpositive for stockslong-termBased on contracted capacity, DayOne's revenue is projected to grow rapidly, reaching about $4.5B annualized revenue by end-2028; the growth rate and absolute revenue are worth anticipating.Source
- Otherpositive for stocksDayOne's data center execution capability is commendable; for example, its first Johor phase was delivered in about 10 months, faster than the industry average.Source
- Otherpositive for stocksIf listed at a $20B valuation, DayOne would surpass many small-cap US peers and become the leader among them.Source
- OtherneutralUsing multiple valuation metrics, DayOne's $20B IPO valuation is roughly on par with US peers—not expensive and not cheap.Source
- OtherneutralThe host stresses that delivery capability is the lifeblood of DayOne-like data center companies and is the most important factor when investing in such firms, bar none.Source
- Otherpositive for stockslong-termThe host believes the close binding between ByteDance and DayOne is not a problem but a positive, because ByteDance is DayOne's core customer and future growth driver; risks exist but opportunities are greater.Source