GDS Holdings: From AI Darling To Cash-Burning Nomad
GDS(GDS) Seeking Alpha·2024-11-21 07:03
GDS Holdings Limited (NASDAQ: GDS ) reported Q3 2024 revenue and EPS which were largely in line with consensus. However, the concerns about the growing margin pressure, skepticism around the timing of AI impact, and elevated capex on international growthAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media, ...