Equinix Is The DC King You Can Buy At A Reasonable Price
Group 1 - The growing demand for data centers (DCs) is attracting significant investor interest, but risks are emerging within the ecosystem [1] - Companies like Blue Owl Capital are highlighted as part of the evolving investment landscape in the data center sector [1] Group 2 - The investment approach emphasizes the importance of a positive mindset, humility, and a commitment to continuous learning for success in a volatile market [1]