Doug Ostrover

Co-CEO, Blue Owl
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EQIX long +24.1%
Worst Calls
No live losers yet
Most Mentioned
EQIX ×1
Recent Calls
EQIX long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +24.1% Long Return +24.1% Short Return -
Average Return
7d +6.5%
30d +11.8%
90d +24.6%
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EQIX Equinix, Inc. Equinix, Inc.
Long
Feb 11
$867.52
+24.1%
Blue Owl's Co-CEO is "super bullish" on digital infrastructure and views it as a hedge against software volatility. Even if AI disrupts software companies (the application layer), it increases demand for the physical layer (compute/power/data centers). Asset managers are financing this build-out. Long the "picks and shovels" of the AI trade via data center infrastructure. Overbuilding or regulatory hurdles in energy consumption.
Blue Owl's Co-CEO is "super bullish" on digital infrastructure and views it as a hedge against software volatility. Even if AI disrupts software companies (the application layer), it increases demand for the physical layer (compute/power/data centers). Asset managers are financing this build-out. Long the "picks and shovels" of the AI trade via data center infrastructure. Overbuilding or regulatory hurdles in energy consumption.
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