BUY BWB - Business With Brian Conviction2/5 Analysis quality65/100 now
The YouTuber recommends buying DTCR, allocating 5% of his AI industrial stack portfolio. He views it as a pure play on the physical housing of the internet, investing in companies that build and manage data centers. He notes its concentration on major landlords like Equinix and Digital Realty, providing targeted exposure to the real estate of the AI revolution.
“And another 5% into data center rates of DTCR. Real estate tends to be slow. So, 5% in my mind is enough to have the footprint without really dragging down the portfolio's overall performance.” — ▶ 16:50