The analyst considers Equinix a compelling infrastructure play due to its critical role in AI infrastructure, global footprint, and accelerating demand. The technical setup is clean, with the stock trading near its 200-day moving average and showing healthy momentum, making it a strong risk-to-reward opportunity even at current prices.
“But honestly, at $833, I'm already in a good entry zone. The fundamentals, global footprint, accelerating demand for AI infrastructure, a 2.3% dividend yield combined with the technical setup make this one of the more compelling risk-to-reward setups that I'm seeing today.” — ▶ Watch clip