Drew Marsh

CEO, Entergy
· tracked since Jun 2026
Calls
1
Win Rate
100.0%
return
+4.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
ETR Long +4.9%
Worst Calls
No live losers yet
Most Mentioned
ETR ×1
Recent Calls
ETR Long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +4.9% Long Return +4.9% Short Return -
Average Return
7d +1.1%
30d +4.9%
90d —
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
ETR Entergy Entergy
Long
Jun 10
$109.66
+4.9%
Data center contracts de-risk Entergy's capex.
Entergy's $67 billion capital plan has doubled in two years, mostly for data center infrastructure. The company's 'Fair Share Plus' pledge ensures data center customers pay all incremental infrastructure costs over the contract life and also cover some fixed costs like overhead and storm costs. This de-risks the massive investment and supports steady, predictable returns that are higher than in the past.
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Drew Marsh has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: ETR.