Stocks / REITs
EQIXREITs
Equinix, Inc. Common Stock REIT
$1,025.941d +1.0%5d +0.2%settled close · 2026-09-17
Mkt cap $95B (3/25)β 0.4452w $726–1,118Shares 98.3MInd. Real Estate Investment TrustsNasdaq since 2000Emp. 13,716HQ Redwood City, CAequinix.com
The tape, with the calls on it
Who said what, and what EQIX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about EQIX
2 long7 shortlatest 2026-07-29
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-29 | David Auerbach | Bullish | Bloomberg ETF IQ | Data center REITs are in the early innings of a secular buildout, with established platforms holding global… |
| 2026-06-12 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Data center construction has surged parabolically since ChatGPT (2022) and crossed above office construction… |
| 2026-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | iConnections | Comprehensive data center operators are effectively REITs earning only mid-to-low single-digit pre-tax… |
| 2026-05-19 | Jim ChanosShort seller — Chanos & Co (family office) | Short | TorontoWealthGroup | Equinix, like other legacy data center landlords, is a low-return, capital-intensive business growing… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | Companies that are merely landlords renting data-center space or equipment lessors buying and re-leasing GPUs… |
| 2025-12-29 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Boardroom Billions | AI requires massive, irreplaceable picks-and-shovels infrastructure (chips, data centers, power, networking)… |
| 2025-12-16 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Monetary Matters Network | Equinix capitalizes maintenance CapEx as growth CapEx in a REIT structure, has CapEx greater than EBITDA, is… |
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | Data center REITs trade at ~100x earnings while using capex-equals-depreciation accounting that flatters… |
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Jeremy Lefebvre Makes Money | Data centers trade at 100x earnings using a misleading metric because capex equals depreciation, making the… |
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Earnings
Next report: 27 Oct 2026
Confirmed date · consensus EPS 4.31. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where EQIX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 20 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-18 | ||||||
| 2026-07-31 | ||||||
| 2026-07-30 | ||||||
| 2026-07-06 | ||||||
| 2026-07-02 | ||||||
| 2026-06-22 | ||||||
| 2026-06-18 | ||||||
| 2026-06-17 | ||||||
| 2026-06-16 | ||||||
| 2026-05-01 | ||||||
| 2026-04-30 | ||||||
| 2026-04-29 | ||||||
| 2026-04-28 | ||||||
| 2026-04-27 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-03-25 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
EQIX is in this morning’s Brief.
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