EQIX - Equinix, Inc. 0 WATCHERS

The scary $8T headline misses the real driver: ROI lives or dies on utilization and power price, and phased builds with cheap electrons can still pencil. Depreciation is real, but fleets can roll from training to inference where perf/watt and software tricks keep costs falling (vLLM/TensorRT-LLM, quantization, KV cache, batching). …

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …