Dan Rohinton Predictions

Portfolio Manager, iA Global Asset Management

Track Dan Rohinton's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

9 forecasts 9 pending

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9 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Dan Rohinton Amazon Amazon Web Services growth will continue to accelerate from its current $120 billion revenue run rate

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[4:30] it's one of our biggest positions in the portfolio... you're seeing Amazon Web Services growth accelerate at a $120 billion revenue run rate from where we are today.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Microsoft Microsoft Azure growth will continue to accelerate beyond its current 39% growth rate

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[8:51] Microsoft Azure was growing 31% and the fears were they were going to slow down and then they're growing 39% and it's trading cheaper and it's going to accelerate and these are all the reasons why investors are punishing the stock

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Meta Platforms Meta Platforms will grow by successfully monetizing AI-driven agentic services and small business advertising, with potential upside if spending is reduced, making it attractively valued at 17x forward earnings

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[15:47] Meta trades at about 17 times forward earnings. And that's largely a function of the overspending. They could turn that off and... I think it's far more likely when you think about Meta is they have a right to basically penetrate memes and upsell them more services over time, more agentic services.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Visa Visa will benefit from increased payment velocity in an AI-driven agentic economy and maintain robust growth, making it attractively valued at 21x earnings

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[20:13] the velocity of payments is likely going to go up as well and that means more instances where Visa Mastercard have a role to play... I think there's an opportunity for both of these to maintain a pretty robust pace as we look ahead. So this is not going to be some hailmary bet. It's basically saying 21 times for this type of durability with the optionality on acceleration is definitely worth the price of admission here.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Energy Sector Energy will experience a longer pinch point, making it a bullish trade worth overweighting in a portfolio.

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[7:46] I'm actually both I'm I'm I'm I'm long the energy trade because of the longer the disruptions go on, the more of a fuse, you know, inventory draw downs and all that jazz. I I tend to take that view that that longer pinch point is coming. So, we're long more energy than we normally would be.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Micron Micron is expected to earn approximately $100 per share later in 2026 or by early 2027 at the latest.

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[21:41] So Micron might be at $700 today. They're expected to earn 100 bucks later this year, if not early next year at the latest. They were losing 5, eight bucks a share 2 years ago. So the super cycle is real.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-03-31 pending

Dan Rohinton Constellation Software Constellation Software is a tactical buying opportunity in the short term but faces significant long-term structural risks from AI.

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[25:05] is it a tactical buying opportunity today? Yes. But is it a structurally different business than it has been historically? 100%... tactically long long-term I'm very cautious.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending

Dan Rohinton Constellation Software Constellation Software will eventually see declining growth rates, falling retention rates, and reduced pricing power as AI erodes its competitive moat.

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[27:26] I will tell you what I worry about how it will show up as a turn value risk. That risk will be oh our growth rates missed a little bit because our sales productivity fell a little bit. Our retention rates went down. We couldn't take the next annual pricing cadence of high single digits.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2031-05-12 pending

Dan Rohinton Wsp Global WSP Global is a tactical long in the near term but will face declining terminal value over the longer term as AI disrupts its people-plus-margin business model.

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[33:07] We're actually long WSP. We like the stock tactically today but... I'm long these companies tactically because I think none of these problems will show up in the here and now. But increasingly I put a lower terminal value on these companies because these are factors they fundamentally can't control.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-12 2027-05-12 pending