Calls
2
Daniela Costa
European capital goods equity research head, Goldman Sachs
Win Rate
0.0%
return
-5.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 27
$127.05
-8.0%
European capital goods sector is seeing strong earnings beats and order growth, driven by AI data center buildout, grid modernization, and electrification; companies like Schneider Electric and Prysmian are data-center-exposed and expected to continue upgrading outlooks, with high single-digit capex growth sustaining for years.
Construction & Infrastructure
Long
Jul 27
$271.95
-3.7%
European capital goods sector is seeing strong earnings beats and order growth, driven by AI data center buildout, grid modernization, and electrification; companies like Schneider Electric and Prysmian are data-center-exposed and expected to continue upgrading outlooks, with high single-digit capex growth sustaining for years.
Grid Equipment
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Daniela Costa has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SU.PA, PRY.MI.
