EQIXREITs
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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.
Who’s talking about EQIX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-29 | David AuerbachCIO, Hoya Capital | Bullish | Bloomberg ETF IQ | Data center REITs are in the early innings of a secular buildout, with established platforms holding global… |
| 2026-07-19 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Warren Buffett School | Legacy data center companies are rushing to sell portfolio assets and seeing executive departures because… |
| 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… |
| 2025-12-16 | 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… |
| 2024-06-25 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | Bloomberg Live | AI buildout requires massive data center infrastructure, making data center real estate a high-conviction… |
| 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… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | 4.93 vs 4.19 | +2.1% |
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× — 12 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
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| 2026-06-16 |
EQIX on the Wheel
EQIX passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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