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Boop.Fun leading the way with a new launchpad on Solana.
EQIX -17% in 2 days, worst stretch on record on raised capex guide, pressuring near-term profits.
We've seen this before: CyrusOne, QTS & Switch “expansion drag” led to selloffs, then takeouts at +40-80% premia.
EQIX leaning into AI infra w/ top-tier returns.
Good setup imo.
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