Data center stocsk- discussion

I’m curious about everyone’s thoughts on this sector as I’ve seen most of them perform really bad since their peaks in August and October.
REITs
~CONE from peak: -21%
~DLR from peak: -17%
~EQIX from peak: -17%
~QTS from peak: -17%
~COR from peak: -6%

And then we have SWCH which has performed pretty poorly for quite since May.

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