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NASDAQ:EQIX

Equinix, Inc. (EQIX)

1,091.77
-0.42 (0.04%)
as of Jun 18, 2026, 7:59:59 pm Market Open.
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COMMENT
PLD or EQIX? He likes PLD in this space. Customers are Amazon, FedEx, etc. EQIX is data warehousing in the cloud. He likes both of these companies.
BUY
Data Center Sector. Equinix is a name he really likes. It is the most popular name. It is more of a defensive business model. In data centers you can whole-sale with a big tenant, or inter-connect where there are thousands of businesses in the same data center, which is what this one is. It has better pricing power in this model. They have a model that you can't really replicate.
COMMENT

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

TOP PICK
It's the poster child of data centres. Pays a yield of 2.5%, unusual for a tech stock. It trades like a REIT within a tech stock with lower volatility. (Analysts’ price target is $484.23)
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