Roy Driscoll

· tracked since Jul 2026
Calls
1
Win Rate
0.0%
return
-7.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
AMZN Long -7.2%
Most Mentioned
AMZN ×1
Recent Calls
AMZN Long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -7.2% Long Return -7.2% Short Return -
Average Return
7d +1.1%
30d -4.3%
90d —
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Result
Result
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Side
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Thesis
Theme
Source
AMZN Amazon.com, Inc. Amazon.com, Inc.
Long
Jul 31
$271.45
-7.2%
AI trade intact; hyperscale capex unabated
Roy Driscoll argues the AI trade remains intact: Leopold was right in 2024 and, based on Amazon's results, is still right today because hyperscale capex continues unabated. He says the real lesson from the fund stress is about risk management and leverage, not the AI thesis.
Hyperscalers
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Roy Driscoll has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: AMZN.