[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](/creator/twitter/Next100Baggers) on x 5756 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](/topic/$dlr) [locks](/topic/locks) [azure](/topic/azure) [amazon web services](/topic/amazon-web-services) [money](/topic/money) [$eqix](/topic/$eqix) [stocks real estate](/topic/stocks-real-estate) [digital realty trust](/topic/digital-realty-trust) [Post Link](https://x.com/Next100Baggers/status/1944835157078499429)
[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 5756 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:
Position for the ecosystem, not just the spend.
XXX engagements
Related Topics $dlr locks azure amazon web services money $eqix stocks real estate digital realty trust
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