Venture investors have charged into 2026 at full throttle, despite market volatility and global political chaos. They ploughed $1.4 billion into crypto companies in January, according to DefiLlama data. That’s 14% more than in January 2025, even though the number of funding events dropped to 60 from 85, suggesting bigger bets across fewer targets. Among the top investors this month are traditional Wall Street institutions like BNY Mellon, Fidelity, Citadel Securities, and Bain Capital. Frontier VCs lik ...

Company Overview - Iron Mountain Incorporated (IRM) is a global leader in information management with a market cap of $25 billion, specializing in secure storage, data protection, and digital transformation services [1] - The company operates a vast network of facilities for storing physical records and has a growing data center business that supports cloud and colocation services [1] Market Position - Iron Mountain is classified as a "large-cap" stock, valued at $10 billion or more, known for its recurring-revenue model and strong client retention [2] - The company combines legacy records management with expanding digital infrastructure capabilities, positioning itself as a hybrid physical-digital information steward for large organizations [2] Stock Performance - Shares of Iron Mountain have decreased nearly 25.9% from its 52-week high of $114.88 and have fallen 12% over the past three months, underperforming the Real Estate Select Sector SPDR Fund (XLRE) which dipped over 3.3% during the same period [3][4] - Year-to-date, Iron Mountain's shares have fallen 19%, and over the past 52 weeks, the stock has declined 25.6%, compared to XLRE's 7.7% drop [4] Recent Developments - On November 19, shares fell more than 2% after short-seller Gotham City Research disclosed a short position and released a bearish thesis, alleging that IRM's valuation is significantly inflated and suggesting a value of $22 to $40 per share [5] - Gotham City Research raised concerns about the sustainability of Iron Mountain's growth strategy, leverage, and cash-flow quality, which has heightened investor caution [5] Competitive Landscape - In comparison, rival SBA Communications Corporation (SBAC) has shown less pronounced decline, falling 7.1% year-to-date and decreasing 15.2% over the past 52 weeks [6]