DLR Digital Realty Trust Inc. WATCHLIST
9 inbound impacts
from 6 source companies
in last 180 days
3
Bullish impacts
0
Bearish impacts
6
Neutral impacts
5
Max significance
2
High-magnitude
Historical Base Rates for DLR
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 12 | 25.0% | -2.03% | -2.13% | -1.55% | -1.87% | -2.8% |
| 20d | 12 | 41.7% | +0.27% | -0.28% | -0.33% | -1.28% | -5.21% |
| 60d | 6 | 33.3% | +1.23% | -1.4% | -3.58% | -5.45% | -19.62% |
Top Live Signals affecting DLR
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 61 | 2026-02-13 | DLR | 10-K | Future Bet | ▲ | 5/5 | high | 540d |
Pre-leased capacity converts to AFFO/share growth
769MW of construction-stage capacity with 64% pre-leased is a multi-year revenue lock. At hyperscale lease economics this implies $400-600M of stabilised annual NOI being added to the run-rate. The 64…
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| 61 | 2026-02-13 | DLR | 10-K | Asymmetric Info | ▲ | 5/5 | high | 730d |
Permitted Northern VA capacity is uniquely valuable
DLR has 1,000MW+ developable in Northern Virginia alone — the world's most power-constrained data centre market. Power-constrained markets command rent premia of 30-50% vs unconstrained metros. The pi…
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| 44 | 2026-04-14 | CRWV | 8-K | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
CoreWeave raised $5.75B in a single day — $4B in convertible notes (1.75% coupon, ~$119.60 conversion price at 30% premium) plus $1.75B in senior unsecured notes at 9.75%. This is an enormous capital …
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| 32 | 2026-03-11 | ORCL | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Oracle has committed a staggering $261 billion to future data center leases over the next two decades. This represents a generational bet on the sustained, exponential growth of cloud and AI compute d…
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| 21 | 2026-03-11 | ORCL | 10-Q | Asymmetric Info | ◆ | — |
Legacy import: direction not extracted at source
The data center market is so severely supply-constrained that Oracle is stepping in to guarantee $2.2 billion of its landlord's debt just to ensure the facilities are built. This reveals extreme lever…
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| 20 | 2026-01-28 | MSFT | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
The $155B in not-yet-commenced operating leases is staggering -- it represents datacentre capacity that Microsoft has contractually committed to but hasn't yet begun using. This is more than Microsoft…
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| 11 | 2025-12-11 | ORCL | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Capex tripled to $20.5B in H1. PP&E grew from $43.5B to $67.9B. Additional $99.8B in off-balance-sheet DC lease commitments. Oracle building at hyperscaler scale.
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| 11 | 2026-02-13 | VRT | 10-K | Future Bet | ▲ | 3/5 | low | 365d |
VRT backlog confirms downstream pull from data centre buildout
Backlog more than doubled YoY ($15.0B vs $7.2B = +108%). Management explicitly states orders are being placed faster than VRT can fulfil — i.e. demand >> supply. Backlog is firm and expected to ship w…
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| 7 | 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Google has committed a staggering $42.6 billion to future data center leases that haven't even started yet. This is purely for the physical footprint and power, completely separate from the actual ser…
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All Inbound Impacts (9)
Every signal pointing at DLR from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-04-14 | CRWV | 8-K | Future Bet | ◆ |
Legacy import: direction not extracted at source
CoreWeave raised $5.75B in a single day — $4B in convertible notes (1.75% coupon, ~$119.60 conversion price at 30% premium) plus $1.75B in senior unsecured notes at 9.75%. This is an enormous capital …
|
||
| 2026-03-11 | ORCL | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Oracle has committed a staggering $261 billion to future data center leases over the next two decades. This represents a generational bet on the sustained, exponential growth of cloud and AI compute d…
|
||
| 2026-03-11 | ORCL | 10-Q | Asymmetric Info | ◆ |
Legacy import: direction not extracted at source
The data center market is so severely supply-constrained that Oracle is stepping in to guarantee $2.2 billion of its landlord's debt just to ensure the facilities are built. This reveals extreme lever…
|
||
| 2026-02-13 | DLR | 10-K | Future Bet | ▲ | 5/5 | high |
Pre-leased capacity converts to AFFO/share growth
769MW of construction-stage capacity with 64% pre-leased is a multi-year revenue lock. At hyperscale lease economics this implies $400-600M of stabilised annual NOI being added to the run-rate. The 64…
|
| 2026-02-13 | DLR | 10-K | Asymmetric Info | ▲ | 5/5 | high |
Permitted Northern VA capacity is uniquely valuable
DLR has 1,000MW+ developable in Northern Virginia alone — the world's most power-constrained data centre market. Power-constrained markets command rent premia of 30-50% vs unconstrained metros. The pi…
|
| 2026-02-13 | VRT | 10-K | Future Bet | ▲ | 3/5 | low |
VRT backlog confirms downstream pull from data centre buildout
Backlog more than doubled YoY ($15.0B vs $7.2B = +108%). Management explicitly states orders are being placed faster than VRT can fulfil — i.e. demand >> supply. Backlog is firm and expected to ship w…
|
| 2026-01-28 | MSFT | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
The $155B in not-yet-commenced operating leases is staggering -- it represents datacentre capacity that Microsoft has contractually committed to but hasn't yet begun using. This is more than Microsoft…
|
||
| 2025-12-11 | ORCL | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Capex tripled to $20.5B in H1. PP&E grew from $43.5B to $67.9B. Additional $99.8B in off-balance-sheet DC lease commitments. Oracle building at hyperscaler scale.
|
||
| 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Google has committed a staggering $42.6 billion to future data center leases that haven't even started yet. This is purely for the physical footprint and power, completely separate from the actual ser…
|
Outbound Impacts — DLR's filings affect these tickers
| Date | Filing | Target | Cat | Dir for target | Mechanism |
|---|---|---|---|---|---|
| 2026-02-13 | 10-K | EQIX | Future Bet | ▲ | Same demand wave validates EQIX xScale thesis |
| 2026-02-13 | 10-K | VRT | Future Bet | ▲ | Each MW of buildout drives ~$3-5M of cooling/power infra orders |
| 2026-02-13 | 10-K | CEG | Asymmetric Info | ▲ | Constellation's nuclear PPAs are the natural power match for these builds |
| 2026-02-13 | 10-K | VST | Asymmetric Info | ▲ | Vistra similarly positioned as deregulated power supplier to data centres |
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-04-23 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-04-24 | earnings | confirmed | yfinance | Next earnings (per yfinance) |