Michael Dorrell

Chairman, CEO & Co-founder, Stonepeak
· tracked since Mar 2026
Calls
1
Win Rate
100.0%
return
+32.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
XLK Long +32.4%
Worst Calls
No live losers yet
Most Mentioned
XLK ×1
Recent Calls
XLK Long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +32.4% Long Return +32.4% Short Return -
Average Return
7d -0.3%
30d +21.2%
90d +38.2%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
XLK Technolo... Technology Select S...
Long
Mar 26
$132.50
+32.4%
Michael Dorrell stated Stonepeak is building $30 billion worth of data centers across Asia and the US, and sold almost five years of forward inventory in just six months due to surging demand. The digitization megatrend is accelerating data center demand beyond optimistic forecasts, driven by AI and cloud computing needs. The sector exhibits robust fundamentals with no signs of slowing, making it an attractive area for infrastructure investment. A cyclical downturn in tech spending or a slowdown in AI adoption could reduce demand growth.
Michael Dorrell stated Stonepeak is building $30 billion worth of data centers across Asia and the US, and sold almost five years of forward inventory in just six months due to surging demand. The digitization megatrend is accelerating data center demand beyond optimistic forecasts, driven by AI and cloud computing needs. The sector exhibits robust fundamentals with no signs of slowing, making it an attractive area for infrastructure investment. A cyclical downturn in tech spending or a slowdown in AI adoption could reduce demand growth.
Thematic ETFs
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Michael Dorrell has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: XLK.