NeutralDLRDigital Realty TrustDigital Realty TrustEQIXEquinixEquinixIRMIron MountainIron Mountain
5d ago on
Yes.... agreed... $EQIX $IRM $DLR https://t.co/XLUminBfhq
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Opinionated finance commenter mostly posting on the 400+ earnings calls I listen to a Q. I don't give advice. It's your $, do your DD.
Cite asCryptoQuant has tracked the directional calls on DLR by @marketswithmay on X since Apr 2026: not yet scored on DLR (as of Nov 11, 2026).
Other assets covered (53)
3 DLR calls on record, a thin history.
Relative view by default: fewer than 30 DLR 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 @marketswithmay to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Yes.... agreed... $EQIX $IRM $DLR https://t.co/XLUminBfhq
View original →$IRM $EQIX $DLR. This is how I feel about data center legislation. If you can't tell that's sarcasm, that's on you... https://t.co/NXmj48D3AU
View original →$DLR... take a starter position in today's weakness. Again, guys, the only thing that "Not in My Back Yard" does is increase the ability of the existing Data Centers to charge more rent. It is actually that straightforward... https://t.co/UpT0dbfKPZ
View original →$AMT $SBAC $GOOGL $EQIX $IRM $DLR Just FYI... When "Not in my backyard" laws went through 2001/2002, all that happened was the price of tower capacity went up. Shorting the Data Centers in the context of the exact same thing is ... well... it's another failure in critical thinking. The biggest difference between the two? Rates were mostly the same to slightly higher but the towers needed so much leverage they did it via the converts market. Anywho... if you're old, you remember, but young folk likely have no context.
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