← Research hub  ·  securities

C-Squared · C-Squared / formerly Sixtera (private, data-center re-IPO)

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: —1 mention
2026-JUL-17 · Jim Chanos · Risk Reversal podcast (Dan Nathan & Guy Adami) · Negativeinsight · ▶ 29:32 · source page ↗

In short: A legacy data-center operator that went bankrupt in 2023 now trying to re-IPO — part of the legacy operators "suddenly" dumping portfolios as maintenance-CapEx reality catches up to returns.

29:32— We'll go one step further. My old favorites, the legacy data centers, the cloud data centers, have all now suddenly put up their portfolios for sale. One of them's trying to come public that went bankrupt in 2023. The old Sixtera is coming public as C-Squared. And meanwhile, you have executives leaving these companies.

Nothing matches this filter.

Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.