Calls
1
Marc Ganzi
CEO, DigitalBridge
Win Rate
100.0%
return
+1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$15.70
+1.0%
DigitalBridge owns a global-leading portfolio of 32 GW of data center compute availability, with dedicated power solutions from its Arc Light acquisition. Bringing compute and power together pushes levered returns into the mid-to-high teens. The ability to deliver on-time, independent power for AI factories creates a unique competitive advantage that justifies premium rents and sustained growth.
Data Center REITs
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Marc Ganzi has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: DBRG.
