"I view Equinix as a core AI data-center REIT play—Point72 boosted the position ~470% (roughly a half‑billion) last quarter and the company’s global colocation and interconnection footprint should benefit from rising AI infrastructure demand, but elevated interest rates make it a buy‑on‑dip for me."
@ ~$1000.37
"Legendary Investor Steve Cohen just spent BILLIONS on 5 NEW Stocks! 🤑"