Iron Mountain (IRM) is a solid data center REIT with impressive recent gains.
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Big Tech Earnings Breakdown + The Data Center REITs Still Worth Owning
Wide Moat ResearchMay 7, 2026
The Wide Moat Show discusses the recent surge in Big Tech earnings and the ongoing AI race, questioning if it's too late to invest. They highlight the massive capital expenditure (capex) projections for hyperscalers like Meta, Amazon, Alphabet, and Microsoft, which are driving growth in data center REITs. The hosts also plan to cover Business Development Companies (BDCs) in a future segment.
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Tickers discussed in this post
Equinix (EQIX) is a top-tier data center REIT with strong performance.
Digital Realty (DLR) is a strong data center REIT benefiting from AI growth.
Apple is currently too expensive at all-time highs, with potential for negative short-term returns, suggesting a hold or sell.
Tesla is mentioned as part of the broader tech group but has not reported earnings yet.
Broadcom is part of the broader tech group but has not reported earnings yet.
Nvidia is a key player in AI, but its earnings are yet to be reported.
Alphabet shows strong performance driven by cloud growth, making it a key holding for the creator.
Microsoft's significant capex for AI infrastructure warrants a buy, despite strong recent performance.
Meta's large investments in AI infrastructure support a buy rating despite recent stock appreciation.
Alphabet's substantial capex for AI positions it as a buy, even after strong performance.
Amazon's significant capex projections for AI infrastructure make it a buy, despite recent gains.