DLR
4 tracked calls · 3 long · 1 short · last 90d: 3L/1S
first called by Convequity 2mo ago
IN TRACKED PORTFOLIOS
SHORT2w ago
“The data centers are going to get built. And if they're not built here, that means hundreds of billions of dollars of revenue basically flowing through other countries.”TBPN
New York just slapped a moratorium on data centers over 50 megawatts, choking off the domestic growth pipeline that feeds 52% of Digital Realty's rent.
DLRSHORT@ $169.49
$190.35-12.31%
since call Jul 14
peak +0.7%
LONG3w agoFLIPPED
“AI is really pushing, pushing that and, and at the same time, and we're also constraining on power... there is a massive supply constraint because of that increase in power demand. I mean, there's onl”TBPN
DLR's existing power-provisioned data centers command massive premiums as AI drives severe supply constraints.
DLRLONG@ $173.70
EXIT$173.11-0.34%
since call Jul 6
peak +3.9%
flipped Jul 14 · held 8d · record frozen at -0.34%
Trade on Robinhood →LONG1mo ago
“85 hyperscaler self-build data centers in 2030, up from 40 in 2027.”P Equity Research 📰
Hyperscaler self-builds double and total data center capacity grows 4x by 2030, expanding the wholesale colocation market that Digital Realty serves.
DLRLONG@ $185.60
$190.35+2.56%
since call Jun 19
peak +9.9%
LONG2mo ago
“DLR needs to push power and cooling far beyond its historical norms but at least operates the right form factor — large, power-oriented campuses.”Convequity
Digital Realty's wholesale power-oriented form factor fits AI training better than peers
DLRLONG@ $199.37
$190.35-4.52%
since call May 4
peak +3.1%