What are Doug Ostrover's latest trade ideas?

Buzzberg tracks 1 AI-analyzed trade ideas from Doug Ostrover. View bullish and bearish calls with confidence scores.

What is Doug Ostrover's track record on Buzzberg?

Doug Ostrover has 1 AI-analyzed trade ideas tracked on Buzzberg with a credibility score of 1.0. Coverage includes EQIX and other tickers.

Doug Ostrover 1.0 1 idea

Co-CEO, Blue Owl

After 1 day

N/A

1/15 min ideas

After 1 week

N/A

1/15 min ideas

After 1 month

N/A

1/15 min ideas

1 winning / 0 losing · 1 positions (30d)

Net: +11.8%

By sector

Stock

1 ideas +11.8%

Top tickers (by frequency)

EQIX 1 ideas

100% W +11.8%

Best and worst calls

Best calls

EQIX LONG +11.8%

Blue Owl's Co-CEO is "super bullish" on digital infrastructure and views it as a hedge against software volatility. Even...

Feb 11

Worst calls

EQIX LONG +11.8%

Blue Owl's Co-CEO is "super bullish" on digital infrastructure and views it as a hedge against software volatility. Even...

Feb 11

▶ YouTube How alternative asset managers are easing software fears

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.

EQIX CNBC Feb 11, 03:19

Doug Ostrover

Co-CEO, Blue Owl