DLR

$DLR chatter on StockTwits

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  Abner Germanow@abnerg2d

  This will be in the movie. “The Big GPU” $DLR $EQIX $STX $NVDA

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  Mister Splashy Pants@MisterSplashyPants3d

  $STX $EQIX $DLR SEC exempts data center bonds from key securitization rules

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  George@momomiester3d

  $AAPL $NVDA $DLR $ORCL yep and yet where are they going to get the power from between now and 2032? That is 6yrs from now! How are they going to get any ROI from all this if there is not power? Big difference after 6 years. GPU and general tech advance a lot. Look how it jump both on power requirements of an A100 in 2020 to Blackwell! Some of these centers are basing power demand on today or tomorrow and not on filling the center with 2032 GPU technology in which power requirements could be through the roof. Total gold rush bubble. And lets not even get into the credit markets that is funding some of this. :) https://onlinesnew.com/economy/the-2026-gas-turbine-shortage-backordered-until-2032/

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  Rob Lewis@IN0V83d

  $DLR Opportunity Mizuho raises target price to $223 from $217

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  Kalyani@kaly19885d

  $DLR breakouch !

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  Mr. Denny@EquityResearch6Aug 5

  The biggest AI opportunities won’t come from watching one stock. They come from understanding the rotation. My framework for tracking the AI ecosystem: Data Centers $DTCR → $EQIX $DLR $VRT .... The key insight: Capital rotates before the headlines arrive. When one part of the AI ecosystem gets crowded, money often moves into the next bottleneck. That’s why I track sector strength and weakness instead of chasing yesterday’s winners. The AI buildout is a multi-year cycle. The goal is finding where capital is moving before everyone notices. Follow my profile for more AI infrastructure, sector rotation, and next-generation technology analysis.

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  Margaret Linton@MargaretLinton463Aug 5

  $FDX $CL $MSI $DLR $CI FedEx benefits from logistics demand, Colgate-Palmolive remains a consumer staples leader, Motorola Solutions dominates public safety communications, Digital Realty leads data centers, and Cigna expands healthcare services.

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  Beatrice Ball@BeatriceBall572Aug 5

  $SLB $MSI $FDX $DLR $TDG SLB leads oilfield services, Motorola Solutions dominates mission-critical communications, FedEx benefits from logistics demand, Digital Realty leads data centers, and TransDigm excels in aerospace components.

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  Sean@sanchoviaBullishJul 28

  @BuyHighSellLowGER For the past couple of years with all my tobacco dividend I have been piling in REITS. But, now with them starting to heat up, I am kind of lost as to where to move money. I still see value in REITs, but as I own names such as $WELL and $DLR the nearly 50% in around a year has been very good. Any suggestions, I like dividend paying stocks.

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  Rob Lewis@IN0V8Jul 28

  $DLR Deutsche Bank raises target price to $229 from $220 RBC raises target price to $227 from $207

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  TalkMarkets@TalkMarketsJul 25

  This Week's Market Wrap: #Earnings, #Inflation, And #AI-Driven Spending Concerns $CVNA $DASH $DLR $GOOGL $INTC https://talkmarkets.com/article/this-weeks-market-wrap-earnings-inflation-and-ai-driven-spending-concerns-1784988954

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  Top Stock Alerts@topstockalertsJul 24

  $DLR okay this is holding way better than expected

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  par cha@parchaJul 24

  Stocks making the biggest moves midday: American Airlines, Coherent, Tesla $dlr Digital Realty Trust — The stock surged 15% after the data center-focused real estate owner reported big earnings and revenue beats for the second quarter. The REIT also hiked its full-year earnings guidance. CEO Andy Power said the results reflect “robust customer demand and strong execution across our core pillars of growth.” https://www.cnbc.com/2026/07/24/stocks-making-the-biggest-moves-midday-aal-cohr-slb-tsla.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

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  The Stock Navigator@StockNavigator_Jul 24

  The data center trade is showing strength again today. $DLR, $SLB, and $EQIX are all catching bids after earnings reinforced that demand for AI infrastructure and data center capacity remains strong. $DLR stood out by raising its 2026 guidance, backed by a record $1.9B lease backlog and 25.4% higher cash renewal rates. That's the kind of data I like to see because it points to continued customer demand, not just short-term excitement. $SLB also surprised me. Its Data Center Solutions business grew 80% YoY to $186M, and management still expects that segment to surpass a $1B annualized revenue run rate by year-end. Now I'm watching $EQIX closely. It appears to be benefiting from the positive read-through ahead of next week's earnings, and those results could become another key catalyst for the sector. The AI infrastructure story is far from over. Execution is still separating the leaders from everyone else. Hope your session is going well. Any breakout worth watching? Let's compare notes.

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  Nasdaq Frontier@NasdaqFrontier6Jul 24

  Data center demand remains one of the strongest AI infrastructure themes. $DLR, $SLB, and $EQIX are moving higher after earnings highlighted continued strength across the data center market. $DLR raised 2026 guidance after reporting: • Record $1.9B lease backlog • 25.4% increase in cash renewal rates $SLB also showed strong momentum: • Data Center Solutions revenue up 80% YoY to $186M • On track to exceed a $1B annualized revenue run rate by year-end $EQIX is benefiting from the positive read-through and reports next week. AI demand is not only benefiting chip companies. The entire infrastructure stack is seeing accelerating demand.

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