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?

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

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

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

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

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