$IRM Iron Mountain Tape Reports
Per Ticker.id: $IRM Iron Mountain Tape Reports — 3 podcast mentions across 2 podcasts (30 days), latest 2026-08-13 09:15 UTC.
You've bought a cheeseburger. Just looking at some of these sectors, like you mentioned utilities, which a lot of people, you would think of that as diversification away from technology, away from tech, away from big tech. But if you look at what the, I mean, it's up, that sector is up 7% year to date. If you look at the companies that have been driving that, it has been the companies that are quote unquote AI compute providers or AI power providers. It's companies like Dominion and Bloom Energy, which is up 143% this year. The same is true. You mentioned real estate. Who are the winners in real estate right now? It's not not REITs that are building houses, it's REITs that are building data centers. It's Digital Reality Trust, Iron Mountain. It's these companies that are basically going out and being AI landlords, similar to what we saw, uh, in our conversation with Mike Novogratz. Same is true of industrials. Caterpillar is now an AI stock. Vertiv is an AI stock. They are carrying that sector. And now, you know, we can talk about the size of companies, large caps versus small caps. A lot of people would say, oh, we're broadening because the Russell 2000, which are the small-cap companies that they are outperforming this year. Well, actually, if you look at the returns, more than half of them have come from AI-related stocks. The same is true by region. A lot of people say, oh, we're broadening, we're getting into international markets, emerging markets are outperforming. Well, no, because South Korea and Taiwan have accounted for 75% of those returns because most of those gains are coming from 3 companies. TSMC, Samsung, and SK Hynix. So we are starting to see this, this, this problem in the way that we talk about markets where there's this idea that we are diversifying, that we're kind of getting away from AI, but we should be very clear, like AI is literally touching everything in this market. It's even touching fixed income. And this is something that Torsten Slok over at Apollo has talked about. AI now accounts for nearly half of all investment grade bond issuance. So you could think like, oh, the equity markets are being kind of overlevered to AI, but the same is now true of the bond markets. And I want to play you this clip. This was, again, this was Torsten Slok, who was one of the, one of the heads over at Apollo. And he's talking about like the 60/40 portfolio, which is sort of the, the classic balancing of your portfolio where you're 60% equities, 40% bonds. He reframes it in a very interesting way.
Ed Elson — Prof G Markets · OpenAI Is Spinning Out Of Sam Altman's Control · 2026-07-20Hi, I was calling about Iron Mountain. I'm up about 100% on it. I wanted to know if I should sell it, keep it, or just buy more. Thank you for your help.
Steve Peasley — InvestTalk · The Half-Year Scoreboard · 2026-07-02Looking at Iron Mountain, you double your money, it's definitely a time to trim a bit, I would imagine. And you've seen over the past couple of days as well, this has sold off from a high just a week ago about $135 per share. Now we're down $121. It broke below the lows in June. Today, the technicals are certainly reversing. And then the valuation, $2.60 expected in earnings next year, funds from operation. It's a REIT for everyone out there, which is too rich for my blood at $121 per share. So yes, I would be at the minimum trimming your position potentially selling all of it because I do think the valuation is way too high with the level of growth where growth is slowing this year and next year. And so I would be once again trimming at the bare minimum. Thank you for the call. Now we're heading into our final break, so if you have a question for me, still have some time to get it in. Just give us a call right now, 888-99-CHART.
Justin Klein — InvestTalk · The Half-Year Scoreboard · 2026-07-02