David Orr
Founder, Militia Capital
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
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| Calls | 0/10 | 0/10 | 0/10 | 0/10 | 0/10 | 0/10 |
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| vs S&P 500 | — | — | — | — | — | — |
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Nov 11
$534.75
-
His favorite AI play is the hyperscalers—Google, Amazon, and Microsoft—because their AI infrastructure contracts are structured with roughly 35% returns on capital and much of the capacity is pre-leased. That limits downside even in a bust unless software customers go bankrupt en masse, while a tighter-for-longer compute market would make the investments outstanding. He had sold them anticipating a selloff and might rejoin later, so he discloses no current position.
Hyperscalers
Long
Nov 11
$272.00
-
His favorite AI play is the hyperscalers—Google, Amazon, and Microsoft—because their AI infrastructure contracts are structured with roughly 35% returns on capital and much of the capacity is pre-leased. That limits downside even in a bust unless software customers go bankrupt en masse, while a tighter-for-longer compute market would make the investments outstanding. He had sold them anticipating a selloff and might rejoin later, so he discloses no current position.
Hyperscalers
Long
Nov 11
$290.75
-
His favorite AI play is the hyperscalers—Google, Amazon, and Microsoft—because their AI infrastructure contracts are structured with roughly 35% returns on capital and much of the capacity is pre-leased. That limits downside even in a bust unless software customers go bankrupt en masse, while a tighter-for-longer compute market would make the investments outstanding. He had sold them anticipating a selloff and might rejoin later, so he discloses no current position.
Hyperscalers
Showing 3 of 3 calls · sorted by mentions
David Orr has 3 trade ideas tracked on Buzzberg across 3 tickers since November 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
