the call: Wednesday 21 October

Both analysts rate NextDC a hard sell after its 40% guidance-cut crash, while splitting on ResMed, Atlas Arteria and Austal's takeover prospects.

• NextDC guidance collapse: FY revenue cut to $475-500M (from $615-640M) and EBITDA to $245-265M after Melbourne M3 data centre power delays; shares fell 40% and both guests say sell/run, citing debt from three recent capital raises over $1B each and CoreWeave's bond yields hitting 15%.
• Sigma Healthcare mixed: Chemist Warehouse tie-up business called a hold; Team Invest wants six years of data before buying despite strong ROE, while charts show weakening range with a possible break below $2.60.

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