NeutralEQIXEquinixEquinixDLRDigital Realty TrustDigital Realty TrustIRMIron MountainIron Mountain
2d ago on
Nice day for data centers! $IRM $EQIX $DLR https://t.co/4AEMxmL9zN
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Wall Street Writer: Wide Moat Research and Seeking Alpha https://t.co/DCJLTvT3sm
Cite asCryptoQuant has tracked the directional calls on EQIX by @bradthomas on X since Jan 2022: not yet scored on EQIX (as of Nov 11, 2026).
Other assets covered (43)
Relative view by default: fewer than 30 EQIX calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @bradthomas to submit corrections.
Hover the chart to read the thesis of that period ยท click a day to pin it
Nice day for data centers! $IRM $EQIX $DLR https://t.co/4AEMxmL9zN
View original โ๐ The Blue Wave Could Turn Into a GREEN WAVE for REIT Investors! ๐ Could REITs outperform the S&P 500 through 2028? I believe the ingredients are coming together: โ Attractive valuations โ Stronger pricing power โ AI and infrastructure demand โ Aging population โ Potential M&A boom I'm watching $VICI $O $DLR $EQIX $AMT $PLD $WELL $EPRT $NNN $ADC $OHI $SPG $SKT $ELS $SUI $UMH $MAA $GTY $PSTL $IRM $STAG $EGP and others... Don't invest based on whether Washington is red or blue. Invest in REITs that can generate GREEN. My latest @SeekingAlpha article is out now! (I'll drop the link in the comment section below) #REITs #Investing #Dividends #SWAN
View original โ๐ The Blue Wave Could Create a New MOAT for Data Center REITs. As Democrats push for tighter AI regulations and potential data center construction moratoriums, existing mission-critical infrastructure could become even more valuable. Less new supply + surging AI demand = pricing power. Potential beneficiaries: $DLR +1.3% $EQIX +1.4% $BX +1.0% $AMT +3.3% Don't just buy the AI hype. Own the irreplaceable infrastructure.
View original โ$EQIX: a high conviction SWAN https://t.co/HEr0ugLw9T
View original โ$EQIX continues to demonstrate why it's one of my favorite data center REITs! Q3 annualized bookings surged 35% to $533M, AFFO/share jumped 18%, and management raised 2026 guidance for the THIRD consecutive quarter. Shares are up 3% after hours. AI demand is real, pricing power is strengthening, and $EQIX's competitive moat keeps widening. This is what I call a SWAN stock! LOng $EQIX
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