Reddit Posts
Did this short-seller report ever make you rethink a data center holding?
Before Big Tech earnings print: Why the $700B cloud infrastructure cycle is the only thing that matters right now and MSFT
Equinix ($EQIX) — $41.5M settlement, deadline passed but late claims still open
Check your old $EQIX bags: there’s a $41.5M payout waiting in the Late Window
Equinix Closes Legal Hurdle and Focuses on Global Growth
[DD] Riot Platforms ($RIOT): From Bitcoin Mining to AI Data Centers — A Potential Inflection Point
$EQIX: FAQ For Getting Payment On the $41.5M Investor Settlement
The Court Finally Approved Equinix Settlement over Accounting Manipulation
$EQIX: FAQ For Getting Payment On the $415M Investor Settlement
Verizon Beats Estimates, Microsoft in Security Crisis, Equinix Gets Aggressive Buy as Tech Earnings Week Begins
MSFT is blacked out, ALK is grounded, but VZ wins hemp, Elliott has his eye on EQIX again, who's the real dark horse? Who is the real dark h
FAQ For Getting Payment On Equinix Investor Settlement
Wells Fargo Thinks AI Stocks Win in War And They Might Actually Be Right
Geopolitical uncertainty creates attractive environment for AI trade - Wells Fargo
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Y'all can thank me later 😉 High Yield Dividend REITs: ALX (NYSE) - Alexander's INC. EQIX (NASDAQ-GS) - Equinix INC. Cheers 🍻 Boys!!!
Y'all can thank me later 😉 High Yield Dividend REITs: ALX (NYSE) - Alexander's INC. EQIX (NASDAQ-GS) - Equinix INC. Cheers 🍻 Boys!!!
Looking for some constructive advice on my Roth portfolio. What would you cut to get this down to an even 10 stocks?
Looking for large-cap (10B+ market cap) ARK-like stocks to short
EQIX a buy? %96 of institutional investors out of the money over 6 day’s?
Mentions
VOO/AVUV/VXUS Some stocks that are valued based on their dividend yield like EQIX & OHI are good too right now. Take advantage of the tax free
wtf, did banbets get reset? I had one for EQIX
I actually dont think the drop was caused by a fear of rate hikes…at least not entirely. The reason is that a lot of my REITs like O, VICI, EPRT, etc went up about 3% on Friday, and traditionally real estate stocks are very sensitive to rate increases. I think in particular the AI trade got spooked hard. Theyre overleveraged and not bringing in enough money to justify that level of CapEx, and many of these companies are priced at assumptions 5+ years in the future and increasing constantly every year. Google and Meta saying they need more capital isnt a bad thing in a vacuum, but it is showing the market that squeezing earnings out of that CapEx spend is more expensive than they were assuming, and without a guarantee of cheap fed money all those overinflated future earnings are more at risk for companies focused on data center buildout. I also want to point out that there were some REITs that dipped Friday…data center ones like EQIX, IRM and DLR. meanwhile the rest of the sector was up (check VNQ for example).
Chips, cloud, data centers, power, networking. NVDA, MSFT, EQIX, VRT, ANET.
My ai exposure is pretty boring. My model in my head is to be roughly: > 30% in mostly compute and mostly in NVDA, SMH, AMD > 30% in what I call infrastructure (VRT, EQIX, VST) > 10% in the scalers (Google, Amazon, Microsoft) because that’s where I started parking when I started the ai investing schtick. > I target 30% in early stage (through syndicates, some direct; but it’s in three sleeves and I don’t like to overcommit) The actual numbers usually drift from the target because of market moves and deployment pacing, but that’s the radar screen I'm aiming for.
which one of you just now bought my EQIX $1250c? Thanks!
I cannot believe I sold EQIX at $745 for a piddly $1200 profit. Just looked back for the first time smh
*oh interesting i havent looked into EQIX. might have to check that out*
EQIX is a solid move as well, can’t have AI without large data centers. May be worth looking into if it fits your portfolio.
This means WSB's favourtie - IREN, APLD is going to toilet while EQIX, DLR, IRM are beating the market
#TLDR --- Ticker: EQIX / DLR Direction: Up Prognosis: Rotate profits from Chips (NVDA) into Data Center REITs Reality Check: AI needs a house and electricity, not just a GPU
Which contradicts your post, because with the exception of Office reits(which trade at very cheap valuations), REITs fit the definition of "hard asset, low obscelescence" more than any other industry. I mean, even datacenter REITs like DLR and EQIX have gone nowhere the past 1-5 years, even as datacenter demand has been skyrocketing. I can definitely see a lot of opportunity in the REIT space right now.
EQIX calls was also the play 🫦💦
It also missed EQIX and that shit shot up $100 last night lol
EQIX yessssss 880c should be juicy tomorrow
$EQIX stock was down 5% yesterday when an institutional investor dumped and exited their position in equinix stock.
The scary $8T headline misses the real driver: ROI lives or dies on utilization and power price, and phased builds with cheap electrons can still pencil. Depreciation is real, but fleets can roll from training to inference where perf/watt and software tricks keep costs falling (vLLM/TensorRT-LLM, quantization, KV cache, batching). The power choke point is tighter: 40–80 kW racks need liquid cooling, long-lead MV gear, and PPAs under ~$40/MWh with firm interconnect rights; anything else struggles. If you’re trading this, watch: GPU utilization (not just installed flops), $/token and p95 latency trends, AI revenue mix and backlog tied to shipped features, PPA pricing and substation timelines, and who can deliver dense capacity reliably (Vertiv/Eaton/Schneider and DC REITs with high-density retrofits like EQIX beat land-rich but power-poor sites). On the ground we’ve shipped with Azure OpenAI and Snowflake, and DreamFactory auto-generates secure REST APIs over legacy SQL so teams actually deploy and measure ROI fast.
AMZN has AWS. MSFT has Azure. GOOGL has GCP. ORCL has OCI. In years past, most companies invested in one of the above solutions, simply because it was a lot more effort to scale across them. In more recent years, companies (typically larger with low downtown toerlance) have leveraged multiple cloud providers for resilency, redundancy and cost savings pressure. It's also much eaiser to do this with both infrastructure as code (IaC) and AI. Of course you still have companies that run their own datacenter footprints (typically alongside a cloud deployment) whether it be in their own space or leased through EQIX/DLR and the like.
Thoughts on EQIX? >Equinix, Inc. is a digital infrastructure company, which engages in the provision of a platform that interconnects the foundational infrastructure. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia-Pacific. It offers digital services, data center services, interconnection services, and support services. It's actually down on the year, but up quite a bit in the last 3 years. 2 days ago a court date got set for a settlement in an ongoing litigation case. They also have been making new partnerships: >NetApp, Broadcom, and Kochasoft recently announced a collaboration with Equinix to launch a managed infrastructure service for SAP S/4HANA and SAP Legacy workloads running on VMware Cloud Foundation, providing customers with a secure and flexible modernization path as SAP ERP version support deadlines approach. >This collaboration positions Equinix as a key provider for enterprises seeking cost-effective, resilient, and high-performance digital infrastructure solutions during a major IT transformation phase for many SAP users. https://simplywall.st/stocks/us/real-estate/nasdaq-eqix/equinix/news/equinix-eqix-assessing-valuation-in-light-of-proposed-securi?utm_medium=article&utm_source=robinhood https://simplywall.st/stocks/us/real-estate/nasdaq-eqix/equinix/news/does-equinixs-eqix-sap-collaboration-signal-a-stronger-role?utm_medium=article&utm_source=robinhood
These people don't understand that if you bought AMZN EBAY BKNG EQIX from dot com era, and bought 96 other "dot com busts' for 100 total stocks; you'd only have 4 winners and 96 losers, yet you'd still be up over 100x. The market cap of those 4 alone would be worth substantially more than the 96 combined at their peak. I was investing during this era and buying AMZN and EBAY and not eToys. I was also a customer of both during those times, so it's not as if they didn't have a legitimate monetization business. There is an auto industry - yet over the years many in that industry failed. Does that mean every auto company failed? There is such a thing as a brick and mortal retail industry - over the years many have failed - does that mean all have failed?
I been looking at multiple REIT sectors these include ARE, AMT, O, EQIX, and VICI which you mentioned.
Marvell is legit. NBIS and CRWV have momentum and big investors. Could play out something like EQIX over the past 15 years. Meh on everything else
RAX and SVVS are garbage models. AKAM is a completely different space. CRWV aims to be AI/GPU hyperscaler. It's more comparable to MSFT AMZN GOOGL public cloud compute. Only difference is CRWV does GPU, whereas the others CPU and GPU. EQIX and DLR are very successful companies in their own rights. But they are drops in the bucket compared to the hyperscalers. That's the point I was trying to make; only so high of a ceiling when you supply a commodity for the customer to work their magic on, versus supplying a platform that does much of the heavily lifting leaving the customer to mainly focus on their product/service. Also EQIX is the very best - I don't think you can really use that as a measuring stick. It's like saying the new streaming company will be NFLX or the new semi company will be NVDA - these are generational leaders.
>This is similar to colocation model of a EQIX or DLR >I'd much rather invest in a full stack solution such as CRWV or NBIS. It seems like the colocation companies did significantly better. And WULF is starting from $4.5B today while NBIS/CRWV are already at $14B and $31B. Colocation / bandwidth heavy (Wulf analogues): * Equinix (EQIX): ~$80B. * Digital Realty (DLR): ~$40B+. Managed hosting / service layer (Corweave analogues): * Rackspace (RAX): peak cap ≈ $7–8B before going private in 2016. * Savvis (SVVS): peak < $5B, bought for ~$2.5B in 2011. * Akamai (AKAM): peak 2000 valuation ≈ $30B, still public ~$15B today.
Appears that WULF is renting out excess AI compute to Fluidstack, who will provide the "AI services" layer on top. This is similar to colocation model of a EQIX or DLR - they provide the hardware stack, the customer deploys their software solution on top. I'd much rather invest in a full stack solution such as CRWV or NBIS. In this case the company is working in unison, creating higher margin and capturing entire revenue and potential profit pool. If split in two, sure the sides have incentive to work together, but also to squeeze as much from the other.
I still don’t have a good understanding why DLR and EQIX continue to churn lower.
Why did EQIX (EQUINIX) drop so much in the past month?
The market capitialization of the successful dot com era companies far outweights the losers. A loser can only lose 100%. A winner can grow infinitely. AMZN NVDA BKNG (then PCLN) AVGO (then BRCM) EQIX EBAY (PYPL spin off) MSFT ORCL QCOM If someone wanted to pay large premium on individual stocks without the financials to backup their valuation, that's on them.
One of my trades lost me 30 bucks, 15 min later, I would be up 3k, lmao . (EQIX)
What’s happening to EQIX? Is there bad news?
> People who bought MSFT ORCL NVDA AAPL BKNG (then PCLN) AVGO (then BRCM) AMZN EQIX QCOM EBAY during that timeframe are multimillionaires. You cherry picked the most successful companies, which is super easy in hindsight. There were lots of promising looking companies that flopped.
only reits i would hold in a roth IRA are EQIX and VICI. Bonus i would add MO but its not a reit. however, im not investing in any of this since im on the younger side and doing ultra growth with 1 covered call strat on NVDA.
The trio of MSFT, META, and EQIX earnings pumping those AI infrastructure plays. What a difference day makes in narrative.
Do yourself a favor and look at the long term chart of VOO/SPY. Anyone who bought 1 year ago has a positive trade. Anyone who bought 3/5/7/10/15/20/25/30 years ago has an even bigger positive trade. Average annual return on SP500 is 10% a year over 100 years of data. That means on average you will double your money roughly every 7 years. At 4% it will take roughly 18 years. The differene is huge. I've been a semi-active participant on these subs past 2-3 months. I started noticing a trend. People who have extreme negative sentiment are that way because they don't have any long term money in the market. If you did, you'd be profitable and you would know the market has it's ups and downs - it's "normal". Because anyone in the market 3/5/7/10/15/20... years is up and have experienced big downturns already. Don't believe me? Just look at the chart. Why cherry pick CSCO from 25 years ago? They like INTC are no longer the leading innovators in their respective sectors. Why not pick MSFT AMZN AVGO (then BRCM) EQIX EBAY BKNG (then PCLN). Heck you just needed SPY from back then; didnt' even need to pick individual winners.
I work in asset management as a risk manager. 20 years of experience. I would shift the geographic breakdown of your portfolio to a less US-centric approach. What you do keep in the US, focus on the mega caps in the equity space. Stay away from lower investment grade or junk corporate credit. Personally I have shifted some assets into Bitcoin (and this as a long-term skeptic of cypto in general). This is more of a play on the decline in the USD than some firm belief in BTC's future. The only part of real estate I would want anything to do with is data centers (DLR, EQIX). I would lower risk in my portfolio generally. Larger % in cash (short-dated USTs and HY savings accounts). I'm looking at government bonds in UK, New Zealand, Norway and a few others.
Well aren't you just a ball of sunshine! Yikes. Every tried a bit of tennis, running, touching grass, hanging at a beach, or taking a bit of Vitamin D? Moron or retard? Is there a third option that doesn't include cucked or dumb? I understand the spectrum is pretty, pretty big and some think we're all somewhere on it, so I'll have to take that under advisement and get back to you. To answer your question, I don't want them to moon though intrinsic value would be nice now that they've traded down to an 11 forward PE and showed they're doing "the simplest" thing a listed company can do while 2Xing last year. They recently built one of the largest supercomputers in the world in a few months vs. years, so I'm sure they'll be able to figure this out as so many others before them have. STX, DELL, MRVL, EQIX, GOOG, META, etc., etc. You seem very angry and full of hate toward this engineering company. I'm sorry if you lost a lot of money at some point. Clearly something horrid happened there. Best of luck with your trade.
So convening an audit committee to launch an investigation is standard business process when financials are questioned. Most companies don't hire an external person to the board to conduct it or are this thorough. EQIX and AX are two recent examples you can review to see how these go. It's kind of like when an employee complains to HR and the company convenes an "independent" committee to investigate it. In this case, they hired an external person to show they are committed to independence. They also brought in a forensic accounting firm and a few law firms. There is zero benefit to them to lie here. Again, standard business process.
Not tomorrow, but no reason why the wouldn't get back to $120. Remember FB dropping down to $88 a share in 22? It's done quite well. MRVL, AXON, EQIX, AX are other examples of stock's who have recovered nicely and went on to reach new highs. NFLX at $50, APPL at $20, MSFT at $40, etc. Now just ask me how long it will take? :)
EQIX AMZN BRCM (now AVGO) EBAY ORCL BKNG all survived the dot com era and created a lot of wealth. Every cycle has winners and losers. Let's say you had those and their xxx,xxx%, xx,xxx% x,xxx% xxx% gains, well it would more than cover the losses of dozens of 100% complete wipeouts. Your understanding of AI appears limited to ChatGPT and the like that is hyped in the media. That only barely scratches the surface of what AI will be used for. AI has already been used for years by companies such as MSFT/PANW/TTD/UPST - most of the general public just doesn't know it yet because these use cases are boring and won't generate headlines.
do some deep due diligence on EQIX before entering
There is no REIT because Canadian-owed players are small. Check out $EQIX, they are the Global leader and have like 8 major sites across Canada with the largest capacity by far
Meta's AI is already opensource, also META is an "AI User," which actually benefits from faster AI development. Many AI stocks aren't actually down, because they're "AI consumers" like Servicenow. The most vulnerable is obviously going to be Nvidia (because developing AI seems to become cheaper) and data center adjacent developers like energy producers. VRT, ANET, FN. Data centers are down big right now (DLR, EQIX)
VRT, ANET, DLR, EQIX all down big, data center stocks are gonna to get crushed more
They are insane for choosing MSTR over EQIX. Their job is to get actual tech companies in not holding companies. At least put coinbase in rather than mstr. Nuts.
Top QQQ potential adds: PLTR, MSTR, AXON, EQIX Top regards to get kicked out: MRNA, SMCI, MDB, ILMN
The more successfull businesses tend to own their own properties as it obviously helps with margin and profits - take your COST and HD for example. I work in tech and all of big tech builds their own internal software tools, they don't buy it from a 3rd party for the same reason. So yes I'd agree that their tenant list is not comprised primarily of tier A clients, perhaps not even B. But if you were to take a distrubtion of number of brick and mortar retail in in A/B/C/D tiers, the majority are going to fall in B/C/D. I've never really thought of it as culty. But you probably see it mentioned often because the yield is high, the share price is moderately stable, and dividend amount has consistently increased for over 20 years. How many other REIT can you find me that fit all of this criteria (even you were to soften the duration)? I own other REIT's with much lower dividend yield (AMT/CCI/DLR/EQIX) but more capital appreciation. It just depends on what you need. If it's income, O has been a fairly reliable source.
No kidding. This would have been an interesting conversation 3 years ago when ChatGPT first appeared on the scene. Now anyone who is an active investor and has any focus on growth will have invested heavily in everything OP is interested in - I know I am. ETN; VRT; EME; EQIX; AVGO; LRCX; TER; ACM; KKR all lurk in portfolio somewhere for that reason - and I'm up over 100% on VRT and 200% on AVGO and NVDA in just a year or so. It's not necessarily that OP missed the boat - this is a long-term growth opportunity - but they certainly missed the first major leg up.
They're definitely benefiting from AI growth. Probably most people think EQIX is sitting on their ass assuming legacy datacenter products will carry them through. Hardly. Maybe look up xscale/hyperscale and the like.
I’d agree with the others, it’s really depends on your income and lifestyle. - If you think you’ll need the money within five years it probably shouldn’t be in stocks. - If your saving is putting a crimp in your current wellbeing or your relationships, maybe it’s too much. - If you have debt with a rate above about 5% it’s usually better to pay the debt down than to invest (key exception: funds that get matched by your employer, assuming you’ll stay long enough for it to vest. Hard to beat an immediate 50-100% return.) Otherwise go for it; the more you can save now the more resilient you’ll be if something happens down the road. Side note, if you want to invest in real estate indirectly you could buy into a real estate investment trust (REIT). Personally I’d prefer that to picking a property myself, doing the maintenance, and so forth. It’s also a way to get into segments other than homes. VICI owns casinos and bowling alleys, EQIX owns data centers, MPW owns hospital buildings, and so forth. (Not recommendations, just examples.)
Anyone long EQIX? Talk about money printer.
2NX (because it’s cheaper than EQIX) RKLB RDW
Digital Realty Trust (DLR) and Equinix (EQIX) may be better suited for investors seeking long-term growth and capital appreciation with stable income.
Indirectly DTCR (Data Center & Digital Infrastructure ETF) is a sticky play on the growing thirst for data centers and their upkeep. While not the cheapest, 0.5 expense ratio isn't too bad given the specialty theme. All the big names make the list such as VRT AMT CCI DLR EQIX.
I have just over 10% of my total portfolio in REITs, all kept in my IRA I keep them for their higher than average yield. Since bond yields have returned to more reasonable levels, some of the money I would have put in REITs have gone into corporate bonds. Anecdotally, I have seen the lack of correlation with the rest of the portfolio, but bonds tend to be similarly un-correlated. The past 12 months have been a wonderful time to own REITs. I own no Office REITs; my holdings are DOC, PLD, ARE, AMT/CCI, EQIX, and WY.
LUMN is the next EQIX 
LUMN is the next EQIX. LFG
Mainly REITs from what I am finding, I was wondering the same actually. Hence the post. Quick google search leads to a handful of tickers, haven’t done the DD to see which ones are most susceptible, but if you wanna go full 🦍 the first article I found listed these: PLD, AMT, EQIX, PSA, WELL, CSGP, VICI, ARE
Real estate soaring today. I see you EQIX
REIT.com has a database of publics you can invest in. Why do you find a 4% dividend appealing? Many of these REITs are holding depreciating assets that are managed with varying levels of efficiency or activity. The guaranty behind their dividend is lease payments, so lease term is where the value is- and that lease term burns off every month. CRE is in a very challenging place right now. Many syndicators are seeing their equity investors wiped out - see Tides in the most recent case - as they are forced to refinance their expiring low cost debt. Before you invest in an individual REIT make sure you understand their debt maturities, mark to market interest, WALT, tenant credit quality, and asset class exposure. Look into data centers, they were by far the best performing asset class last year. DLR, EQIX
I'd go with B. You have good exposure to AI. If you're interested in REITs, maybe look into data center REITs like EQIX and DLR. That way you get both themes you're interested in.
- Renewable Energy Production, Producer, NextEra Energy (NEE) - Renewable Energy Production, Producer, Ørsted (ORSTED) - Energy Storage, Solutions, Tesla (TSLA) - Energy Storage, Solutions, Enphase Energy (ENPH) - Smart Grid and Infrastructure, Automation and Management, Schneider Electric (SU) - Smart Grid and Infrastructure, Technologies and Services, Siemens (SIEGY) - Data Center Efficiency, Data Center Solutions, Equinix (EQIX) - Data Center Efficiency, Data Center Real Estate, Digital Realty (DLR) - Support & Supply for Data Centers, Power and Automation Technologies, ABB (ABB) - Support & Supply for Data Centers, Power Management and Automation, Eaton Corporation (ETN)
REITs are attractive, especially with those high dividend yields. u/the_leviathan711 brings up a great point though, that is in a taxable account, high dividend yields are tax inefficient. I have a tool that pulls information from the Alpha Vantage API. I calculate Trailing Twelve Month (TTM) Return and Total Return (ie dividends reinvested). I also calculate Trailing Five Year Returns. Only 4 REIT's beat VOO for TFY Total Returns, IRM, FPI, EQIX, and PLD. Sadly, all of those dividend yields are below 5%, so you're not getting the high dividends. Maybe some more research, but it could be a good asset to balance with VOO, QQQ, and SCHD. I'd post more table information, but it looks like I can't post tables or snips in this sub. Look for more information from me soon on REITs. Happy Investing and Good Luck with REITs.
Ancillary to previous question who has a play(s) for AI data storage as this ramps up, EQIX, MDB, others with a longer term options outlook and shares?
EQIX with a nice pop yesterday. Read they partnered with nvidia. This might be another AI wave, the data centers that run all this equipment. Their earnings call was all about AI
EQIX calls are free money, unreal
DLR and EQIX are two large ones to look into. They aren't exactly cheap, but if you're looking for a growth angle, it's still a lot cheaper than buying into NVDA or other large tech companies
>EQIX Feels like it hasn't done anything in 3+ years. Kind of interesting if it breaks out at some point (or breaks down).
EQIX has been flat for nearly 2 months IV low - might run a straddle
What companies do like in these sectors? I own ATKR and EQIX which I think will benefit.
Depends what you're looking for, but I prefer EQIX.
Yeah, guess I’m the asshole here. Here is the list of Information Technology stocks im looking out for AMT EQIX DLR IRM SWI ( I would be careful of this for now, recently they had a data breach. But I think they are good for the long term) CSGO (I’m just looking out for this stock, the growth is a little slow but steady stock. Nice if you wanna collect some dividends.) CRWD (earnings coming up, the buzz around says it’s gonna be good. One of my favourites out there) DDOG (earnings just happened. Up 29% in a single day. Collect some money for a few sets of calls) ZS PANW (Warren Buffet says he loves this stock but it’s overpriced for him. He might jump on it when it’s lower. I don’t think that would happen soon, the services they provide are very good) FTNT (Good equipment for network engineers but recently did not hit expected earnings. Dropped 20% in a single day) I prefer reading investing.com for news. I feel they give decent news about the markets Apologies my good sir Btw linux is a good OS 🤣 Try it once in a while. Good for customisation
Yeah, guess I’m the asshole here. Here is the list of Information Technology stocks im looking out for AMT EQIX DLR IRM SWI ( I would be careful of this for now, recently they had a data breach. But I think they are good for the long term) CSGO (I’m just looking out for this stock, the growth is a little slow but steady stock. Nice if you wanna collect some dividends.) CRWD (earnings coming up, the buzz around says it’s gonna be good. One of my favourites out there) DDOG (earnings just happened. Up 29% in a single day. Collect some money for a few sets of calls) ZS PANW (Warren Buffet says he loves this stock but it’s overpriced for him. He might jump on it when it’s lower. I don’t think that would happen soon, the services they provide are very good) FTNT (Good equipment for network engineers but recently did not hit expected earnings. Dropped 20% in a single day) I prefer reading investing.com for news. I feel they give decent news about the markets Apologies my good sir
Yeah, guess I’m the asshole here. Here is the list of Information Technology stocks im looking out for AMT EQIX DLR IRM SWI ( I would be careful of this for now, recently they had a data breach. But I think they are good for the long term) CSGO (I’m just looking out for this stock, the growth is a little slow but steady stock. Nice if you wanna collect some dividends.) CRWD (earnings coming up, the buzz around says it’s gonna be good. One of my favourites out there) DDOG (earnings just happened. Up 29% in a single day. Collect some money for a few sets of calls) ZS PANW (Warren Buffet says he loves this stock but it’s overpriced for him. He might jump on it when it’s lower. I don’t think that would happen soon, the services they provide are very good) FTNT (Good equipment for network engineers but recently did not hit expected earnings. Dropped 20% in a single day)
I'm not saying people should make an EQIX play, just that they'll get a lot of useful information
Obviously that had one of the best returns, but there's a lot of companies you could have invested in that would have still turned $10k into over a million easy. I'd really suggest more like 5-6 individual companies along with the index funds to help get an AMZN or AAPL or NFLX or TSLA or NVDA or AMD or MNST or MSTR or BKNG or EQIX, list goes on.
To answer your question seriously I'd focus on solid mid to large cap companies that work with data including data centers REITS, cloud infrastructure, chip-related manufacturing that haven't run yet, automation software, cybersecurity, and big/megacap tech that can benefit from increased efficiency. Names on my watch list include: EQIX, TTD, SPLK, ROK, CRM, NOW, FTNT, ANSS I'm currently long AMD, ORCL, AMAT Or IDK just yolo life savings into $AI
My preference on the tech side of RE investing is with the towers. My concern with data centers, and I may be wrong, is technological obsolesce. Hardware follows the path of faster, larger capacity and smaller size. I do not have the same concerns with towers. Having to pick between DLR or EQIX, I would select EQIX. I had the chance to purchase EQIX in Oct and I did not. That was a great price. Its recovered a lot since then. I would wait if I were you. I did add to and start new positions in great bargains since October and have been doing so incrementally since. I probably belong in \\investing but this group makes me laugh!
EQIX - data center REIT with the most sites worldwide and customers include AWS, Azure, G Cloud, and Alibaba PSA - monetary tightening inclusion as people will downgrade / LSI acquisition might still be on the table
subset, mostly DCAing with varied proportion, didn't own $EQIX yet
My AI/Data Science/Machine Learning ecosystem portfolio $NVDA $MSFT $TSM $AMAT $AMZN $EQIX $MDB $SNOW $ANET $CFLT
$NVDA GPU will be in data centers which will be hosted by $EQIX and GPU capabilities will be accessed it by $AMZN AWS, in the background ANET network switch will be in action while data warehousing will be supported by $SNOW and database management by $MDB
Me loading puts on EQIX (REIT’s), a stock with 97.5% institutional ownership eod: 🦍🦍🦍🦍🦍🦍🦍🦍
Me loading puts on EQIX (REIT’s), a stock with 97.5% institutional ownership eod: 
If I’m going that route I prefer AMT or EQIX. But definitely an interesting group of stocks.
Steezywild 23 year old with minimal investment knowledge prediction of the week #1 - REIT stock EQIX will drop over the next week. Buy puts. Up 9% over the last week but down 2.9 in the last 3 months? Face it. REIT investors are looking for high D/Y and Equinix’s 1.76 falls FAR behind lower priced competitors while subject to the same taxes and demanding a huge price of $689. Fuck EQIX. Thank you. I’ll be back next Friday night.