CCICrown CastleNeutralCrown CastleAMTAmerican TowerNeutralAmerican TowerDLRDigital Realty TrustNeutralDigital Realty TrustEQIXEquinixNeutralEquinixIRMIron MountainNeutralIron MountainSBACSBA CommunicationsNeutralSBA CommunicationsCRWVCoreWeave, Inc.BearishCoreWeave, Inc.

3w ago on

America is making a potential $10 TRILLION bet on AI. But here's what Wall Street may be overlooking... You can build the RIGHT data center, in the RIGHT location, with the RIGHT customers... And still lose your shirt if you finance it the WRONG way. Just look at $CRWV. I'm watching the infrastructure owners: $EQIX, $DLR, $IRM, $AMT, $CCI, $SBAC $BXDC History reminds us that the railroads changed America, but many railroad investors went broke. I'm not bearish on AI. I'm bearish on BAD BALANCE SHEETS. 🎥 Watch my latest episode of The Ground Up and tell me who you think wins the AI infrastructure race (link in the comment section below) #AI #DataCenters #REITs #Investing