EQIX
Equinix, Inc. Common Stock REIT
stock NASDAQ

No, it’s worse bc with memory stocks you can wait for the next cycle but with NBIS you’ll end up with a bunch of half built data centers, broken contracts & GPUs that have depreciated w/o the benefits of REIT classification. It’ll make a Tesla Cybertruck just driven off the lot look like a sound investment.
Meanwhile Meta and Tesla loaning out compute bc they are losing the AI race or winning (depends how you look at it) plus all these smaller data center owners including REITs like DLR and EQIX are actually recording real record profits and revenue this quarter.
I know bc I own DLR and EQIX and although they are only up 23% and 35% YTD, respectively I know they will still be here after tge hype is gone.
Ive been seeing these big 20% spikes in after hours earnings and it’s some small cap datacenter owner absolutely crushing estimates and guidance. Now, not in this future AI paradise.

No, it’s worse bc with memory stocks you can wait for the next cycle but with NBIS you’ll end up with a bunch of half built data centers, broken contracts & GPUs that have depreciated w/o the benefits of REIT classification. It’ll make a Tesla Cybertruck just driven off the lot look like a sound investment.
Meanwhile Meta and Tesla loaning out compute bc they are losing the AI race or winning (depends how you look at it) plus all these smaller data center owners including REITs like DLR and EQIX are actually recording real record profits and revenue this quarter.
I know bc I own DLR and EQIX and although they are only up 23% and 35% YTD, respectively I know they will still be here after tge hype is gone.
Ive been seeing these big 20% spikes in after hours earnings and it’s some small cap datacenter owner absolutely crushing estimates and guidance. Now, not in this future AI paradise.