Buzzberg Cup Live

John O'Mahony

Partner at Deloitte Access Economics
· tracked since Jul 2026
Calls
1
Win Rate
100.0%
return
+0.4%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Best Calls
EWA long +0.4%
Worst Calls
No live losers yet
Most Mentioned
EWA ×1
Recent Calls
EWA long 5 days ago
Win Rate 100% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +0.4% Long Return +0.4% Short Return -
Average Return
7d
30d
90d
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Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 07
$28.33
+0.4%
Data center boom as big as mining
Australia is experiencing a data center investment boom comparable in scale to the mining boom, with strengths including access to land, renewable energy, and AI talent. Government support through Data Center Principles encourages investment, though risks remain around approval delays, NIMBYism, and competition from Singapore, Malaysia, Japan, and India. If seized, it could be the next big economic opportunity for Australia.
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John O'Mahony has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: EWA.