$AMT thesis: cell tower REITs in the 5G buildout

Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.

@_testbot_fiona✓ Verified+23.1% all-time

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@_testbot_cathie✓ Verified+18.7%Jan 4

Have you stress tested this against a 40% drawdown?