Andy DeVries

Head of Investment Grade Credit and Head of Utilities and Power, CreditSights
· tracked since Feb 2026
Calls
4
Win Rate
-
return
-
Calls 4 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate - Long 2 Short 2
Win Rate
7d
30d
90d
Average Return - Long Return - Short Return -
Average Return
7d
30d
90d
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Theme Stance
Ticker
Side
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First Call
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P&L
Thesis
Theme
Source
Long
Feb 02
$717.27
-
Gas turbine scarcity boosts GE Vernova.
Gas turbine lead times are years long and cannot be delivered quickly, which DeVries calls a bullish supply-demand backdrop for GE Vernova.
Grid Equipment
Short
Feb 02
$77.22
-
Short SMR stocks if they rally.
Small modular reactors only reach final investment decision if Big Tech agrees to buy output and invest equity in manufacturers. If SMR stocks rally on such a deal, they are shorts because they already reflect several deals happening; the big ones are NuScale and Oklo.
Grid Equipment
Short
Feb 02
$16.94
-
Short SMR stocks if they rally.
Small modular reactors only reach final investment decision if Big Tech agrees to buy output and invest equity in manufacturers. If SMR stocks rally on such a deal, they are shorts because they already reflect several deals happening; the big ones are NuScale and Oklo.
Grid Equipment
Showing 3 of 4 calls · sorted by mentions

Andy DeVries has 4 trade ideas tracked on Buzzberg across 5 tickers since February 2026.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology