EQI

EQIX

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Convequity 2mo ago

EQIEQIXLONG1mo ago

“40% of protested data centers stop. This has been the trend for the past four years. This portends poorly for supply.”

Chamath Palihapitiya

Chamath cites a four-year trend where 40% of protested data centers never get built. Q1 2026 data confirms this is accelerating: 75 projects worth $130B were blocked in one quarter — matching all of 2025. Less new supply + AI-driven demand surge = higher lease rates at incumbents with built-out capacity like Equinix.

EQIEQIXLONG@ $1,043.51

$1,026.19-1.66%

since call Jun 13

peak +4.5%

Trade on Robinhood →

EQIEQIXLONG2mo ago

“Equinix should be considerably better positioned once inference fully matures and dominates total compute cycles.”

Convequity

Equinix is mismatched for training but ideally positioned when inference dominates compute

EQIEQIXLONG@ $1,076.57

$1,026.19-4.68%

since call May 4

peak +1.6%

Trade on Robinhood →