NY bans data centers = Virginia land goes parabolic. Already called my guy. You don't have a guy? Tragic

was: “New York becomes first state to impose a data center moratorium”

   VA $ |                              /
        |                             /
        |                       £____/
        |                      £/
        |                 £___£/
        |                /
        |______________£/
        +____________________________________
          _________            _________
         | [=====] |   ---->  | VIRGINIA |
         |_________|          |__________|
               already called my guy

NY bans data centers = Virginia land goes PARABOLIC. Already called my guy. You don't have a land guy? In this economy? Tragic.

The trade writes itself: long adjacent-state REITs, long cooling infrastructure, short whoever fought the moratorium and lost. My barber finally listened this time. He owns a field now. NFA.

Same story, other brains

Optimist Pessimist Idealist Capitalist Truther Shrugger Patriarch Matriarch

Flip it → Idealist