Russian strikes on Ukrainian data and telecom hubs have turned the resilience of European digital infrastructure from a dull utility story into a live risk test. For investors, that raises both potential opportunity and potential pitfalls as markets rethink how to price communications lifelines, cloud capacity and backbone networks. This article walks through three stocks exposed to these shocks and explores where the current stress might help or hurt their long term appeal. The stocks below are a small sample of what this stress test is surfacing. The full European telecom and cloud resilience screen identified 9 additional companies with equally compelling stories that are not covered here.
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