Equinix (NYSE:EQIX) may look like a data-center REIT, but the real story could be its interconnection moat. As enterprise AI moves from experiments into production, companies may need secure physical locations to connect data, clouds, networks, and AI models. That could make Equinix a quiet AI infrastructure winner.
Stock prices used were the market prices of June 23, 2026. The video was published on July 1, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
