Equinix Managing Director

Managing Director, Equinix
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
DELL long +175.3%
EQIX long +10.5%
Worst Calls
No live losers yet
Most Mentioned
EQIX ×1
DELL ×1
Recent Calls
DELL long 3 months ago
EQIX long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 50%
90d 100%
Average Return +92.9% Long Return +92.9% Short Return -
Average Return
7d -2.4%
30d +5.1%
90d +61.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
DELL Dell Tec... Dell Technologies Inc.
Long
Feb 27
$148.08
+175.3%
Equinix is acquiring atNorth for $4B to expand Nordic capacity; Dell surged on AI server demand. The "AI Infrastructure" trade is widening beyond chips (NVDA) to the physical layer: Data Centers (EQIX) and Server Hardware (DELL). The Equinix deal highlights the premium on power-efficient, sovereign-compliant data capacity. LONG Data Center Infrastructure and Hardware. Overbuilding capacity; regulatory hurdles in M&A.
Equinix is acquiring atNorth for $4B to expand Nordic capacity; Dell surged on AI server demand. The "AI Infrastructure" trade is widening beyond chips (NVDA) to the physical layer: Data Centers (EQIX) and Server Hardware (DELL). The Equinix deal highlights the premium on power-efficient, sovereign-compliant data capacity. LONG Data Center Infrastructure and Hardware. Overbuilding capacity; regulatory hurdles in M&A.
AI/Semi
YOUTUBE
EQIX Equinix, Inc. Equinix, Inc.
Long
Feb 27
$974.26
+10.5%
Equinix is acquiring atNorth for $4B to expand Nordic capacity; Dell surged on AI server demand. The "AI Infrastructure" trade is widening beyond chips (NVDA) to the physical layer: Data Centers (EQIX) and Server Hardware (DELL). The Equinix deal highlights the premium on power-efficient, sovereign-compliant data capacity. LONG Data Center Infrastructure and Hardware. Overbuilding capacity; regulatory hurdles in M&A.
Equinix is acquiring atNorth for $4B to expand Nordic capacity; Dell surged on AI server demand. The "AI Infrastructure" trade is widening beyond chips (NVDA) to the physical layer: Data Centers (EQIX) and Server Hardware (DELL). The Equinix deal highlights the premium on power-efficient, sovereign-compliant data capacity. LONG Data Center Infrastructure and Hardware. Overbuilding capacity; regulatory hurdles in M&A.
Other
YOUTUBE
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