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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944835157078499429/c:line.svg)

**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)