|
Feb 17
|
|
$179.89
$176.02
-2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Three Agencies Rate Digital Realty - One Sees...
|
|
Feb 17
|
|
$179.89
$176.02
-2.2%
|
LONG
|
Justin Wheeler
CEO, Berkadia
|
"There seems to be just tons of demand for it... we think that the next five years there's not an over supply situation." Despite fears of AI efficiency reducing space needs, the physical infrastructure required for compute (Hyperscalers) continues to outpace supply. Long Data Center REITs and infrastructure providers. Exit risk/valuation concerns if liquidity dries up; long-term AI efficiency reducing physical footprint. |
CNBC
Property Play: Scenes from a CRE finance conf...
|
|
Feb 17
|
|
$179.89
$176.02
-2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Digital Reality Files Offering For $3B Of Com...
|
|
Feb 16
|
|
$180.97
$176.02
-2.7%
|
WATCH
|
John Todaro
Needham & Company
|
Traditional Data Center REITs (Equinix, Digital Realty) trade at significantly higher multiples than Bitcoin miners. These serve as the valuation benchmark. If miners can prove they are "Data Center REITs" in disguise, they will trade up to these levels. However, miners are currently building faster/cheaper, potentially disrupting the lower end of this market. WATCH. Use these as the relative value comp to gauge the upside for miners. Miners failing to execute validates the premium on EQIX/DLR. |
Unchained (Chopping Block)
As the AI Trade Cools Off, Are Bitcoin Miners...
|
|
Feb 14
|
|
$180.97
$176.02
-2.7%
|
NEUTRAL
|
Finnhub News
|
The headline informs Cipher Mining stock enthusiasts about an upcoming event on February 24 without revealing its nature. |
Finnhub - DLR
Dear Cipher Mining Stock Fans, Mark Your Cale...
|
|
Feb 14
|
|
$180.97
$176.02
-2.7%
|
AVOID
|
Unknown Speaker
Financial Commentator/Analyst
|
"Everyone thought when this whole emergence came that the traditional data center companies would just chew up all that demand and that's not happening." The consensus trade is that legacy data centers (Digital Realty, Equinix) are the sole beneficiaries of the AI boom. The speaker argues they are losing the "density" war to miners. If traditional data centers cannot handle the heat/power requirements of next-gen AI chips as efficiently as miners, their growth assumptions are overpriced. Avoid or underweight legacy data centers relative to power-dense mining infrastructure. Traditional data centers may acquire miners or retrofit faster than expected. |
CoinDesk
Bitcoin miners will CRUSH traditional data ce...
|
|
Feb 14
|
|
$180.97
$176.02
-2.7%
|
AVOID
|
Unknown Speaker
Financial Commentator/Analyst
|
"The traditional data center world is saying well this is the way we usually do it." Legacy data centers are moving too slowly to capture the explosive initial demand for AI training capacity. Their adherence to standard procedures makes them uncompetitive against agile miners willing to cut corners or build off-grid. AVOID. They are losing the "land grab" phase of the AI boom. Enterprise clients may prefer the reliability and compliance of legacy centers over the "wild west" approach of miners. |
CoinDesk
Here’s why bitcoin miners are beating traditi...
|
|
Feb 13
|
|
$180.97
$176.02
-2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Iron Mountain Q4 AFFO Beat, Storage Rental & ...
|
|
Feb 13
|
|
$180.97
$176.02
-2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Digital Realty Trust Expands AI Data Center F...
|
|
Feb 13
|
|
$180.97
$176.02
-2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Digital Realty Q4 2025: Stability And Growth ...
|
|
Feb 12
|
|
$180.31
$176.02
-2.4%
|
WATCH
|
John Todaro
Needham & Company
|
Traditional data center REITs trade at a significant premium to Bitcoin miners pivoting to AI. These serve as the valuation benchmark. If miners successfully transition to HPC/AI hosting, they should trade closer to these multiples. WATCH. Use as a relative value comp for the miner trade. Tech sell-off dragging down the entire data center sector. |
Unchained (Chopping Block)
Coinbase Earnings, Bitcoin vs Tech, and Crypt...
|
|
Feb 12
|
|
$180.31
$176.02
-2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - DLR
Equinix Q4 AFFO & Revenues Miss Estimates but...
|