[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Next XXX Baggers @Next100Baggers on x 6275 followers
Created: 2025-07-14 19:03:29 UTC
CAPEX alone is vanity, ROI per dollar spent is the real moat:
• AWS: $X rev per $X capex • Azure: $X • GCP: $XXX • Everyone else: < $X
That efficiency gap locks out competitors. If you can’t build hyperscale, rent the infrastructure:
- Datacenter REITs ( $EQIX , $DLR )
- Power & cooling ( $AES , Digital Cooling)
- Networking & interconnect (CIEN, II-VI)
Position for the ecosystem, not just the spend.
XXX engagements
Related Topics $dlr azure amazon web services money $eqix stocks real estate digital realty trust $aes