How Benchmark's Kevin Kelly Is Playing Equinix

The video discusses recent trades involving Netflix and Equinix. For Netflix, a covered call strategy was recommended due to high implied volatility, which aimed to reduce cost basis. Despite a stock price drop, the strategy remains profitable, though option prices increased unexpectedly. For Equinix, the focus is on data centers' growth, with a call spread strategy initially used. The current strategy involves selling a put and buying calls, aiming for higher returns. Both trades highlight strategies for volatile stocks and the importance of data centers in cloud infrastructure.

What was the reason for recommending a covered call position on Netflix?

How did the implied volatility affect the option price after earnings for Netflix?

What trade strategy was discussed for Equinix and how does it relate to the growth of data centers?

What was the cost and potential return of the call spread strategy mentioned for Equinix?

How do major companies like Walmart and Microsoft utilize Equinix in their operations?