#510
Alpha Score 39.3
Dave McKay
CEO, Royal Bank of Canada
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 16
$59.12
-2.1%
Canada is at the start of an unprecedented decade-long growth opportunity driven by trade diversification beyond the US, massive energy export expansion (oil, LNG), upcoming defense spending, pipeline construction, and infrastructure investment.
Macro
Long
Jun 16
$200.60
+0.5%
Risk-on appetite is surging globally, and RBC's own stock is seeing the greatest foreign interest in quite some time, indicating strong demand for the shares.
Fintech
Long
Jun 17
$616.00
+7.3%
The push for AI, compute capacity, and memory is creating an insatiable appetite for all forms of capital (debt and equity), driving a race among hyperscalers and providers, which strongly supports the AI semiconductor supply chain.
AI/Semi
Long
Jun 17
$115.47
-1.1%
Global oil prices will be bumpy and elevated this summer due to depleted reserves, slow capacity additions, and the need to replenish stocks, leading to persistent energy inflation.
Energy
Long
Jun 17
$55.36
-2.7%
Canada is set to significantly increase oil exports by another 2 million barrels per day, with pipeline announcements likely in the coming weeks, creating a strong catalyst for Canadian energy producers.
Energy
Long
Jun 16
$752.84
-0.8%
The US economy remains robust, supported by significant government spending, hyperscaler AI investments, and a resilient consumer, pointing to continued strong growth and a favorable market environment.
Macro
Showing 6 of 6 picks · sorted by mentions
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Dave McKay has 6 trade ideas tracked on Buzzberg across 6 tickers since June 2026. Ranked #510 on the Buzzberg Alpha leaderboard. Most covered: EWC, RY, SPY.