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Stock Deep Dive: The House That Data Built

The Largest Database Warehouse REIT

Hi Everyone 👋,

It’s time for our GRIT Monthly Stock Deep Dive! You don’t want to miss this.

Before we get into it, here is what we added to GRIT VIP 🚀 this month! 👇

So much more is coming to GRIT VIP in the next few weeks. Stay tuned! Let’s get into this deep dive…

Stock Deep Dive: Equinix (EQIX-US, $81B)

The first time someone told me something was in The Cloud, I thought: a) You just made that up, and b) What does that even mean?

So you’re saying I can take a photo, then it just zaps off into this ether, and then I can pull it up anywhere across all my devices? Sounds magical.

Quite frankly, ever since I went down the rabbit hole to understand this revolutionary technology a while ago, I discovered that it’s not too far off from magic.

Buy how is this possible? Who facilitates this transaction? Where is the Compute being aggregated?

I’m so glad you asked.

We’ve all heard about cloud hyperscalers: AWS (Amazon), GCP (Google), and Azure (Microsoft). But where do they keep these servers? This is where “the landlord of information” comes in Equinix.

  • Overview 👉 What Does Equinix Do?

  • Value Proposition 👉 How Does Equinix Win?

  • Customers 👉 CSPs, Networks, Enterprise, Media

  • How Do They Make Money? 👉 Business Segments

  • Where Does AI Fit in? 👉 NVDA/DGX Partnership

  • By The Numbers 👉 Key Metrics

  • Risks 👉 Potential Pitfalls

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