Calls
1
David Schwimmer
CEO, LSEG (London Stock Exchange Group)
Win Rate
100.0%
return
+4.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 26
$8500.00
+4.0%
LSEG announced a £3B buyback and noted that AI models are only as good as the data they are trained on. They are partnering with Microsoft and OpenAI. In the AI era, proprietary, high-quality financial data is a scarce resource. LSEG owns the data moat. AI agents accessing data creates a "natural cross-selling machine" across their datasets. LONG. Data ownership is the play on AI application utility. Regulatory crackdowns on data usage or AI integration failing to drive revenue growth.
LSEG announced a £3B buyback and noted that AI models are only as good as the data they are trained on. They are partnering with Microsoft and OpenAI. In the AI era, proprietary, high-quality financial data is a scarce resource. LSEG owns the data moat. AI agents accessing data creates a "natural cross-selling machine" across their datasets. LONG. Data ownership is the play on AI application utility. Regulatory crackdowns on data usage or AI integration failing to drive revenue growth.
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David Schwimmer has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: LSEG.L.
