Calls
4
Marc Ganzi
CEO, DigitalBridge
Win Rate
100.0%
return
+9.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$15.70
+1.3%
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
Long
Sep 01
$27.51
+2.8%
Ganzi argues this is a historic, long-run buildout of all digital infrastructure supporting AI, cloud, mobile, and industrial use cases. Demand is amplified by a compute bottleneck, and he remains sanguine because it is another multi-decade infrastructure cycle rather than a short-term fad.
Thematic ETFs
Long
Sep 01
$217.13
+0.5%
Nvidia's financing conduit is priced around an 8% return and is designed to backstop non-investment-grade customers below the Magnificent 7, especially neocloud operators and new entrants. Ganzi says this allows Nvidia to keep selling chips and support its broader customer base, even though the operators being financed carry risk-adjusted economics near 14-16%.
AI Compute
Long
Sep 01
$16.05
+34.9%
He argues SoftBank is transforming into a full-stack AI infrastructure powerhouse. Its strategy spans five layers: power, physical infrastructure, hardware and robotics, large language models, and applications. Ganzi says no other company can deliver this full stack, and DigitalBridge will help SoftBank deliver on that vision globally.
Capital Markets
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Marc Ganzi has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: DBRG, SFTBY, DTCR.
