Calls
2
Dan Toscano
Chairman of Markets in Private Equity, Morgan Stanley
Win Rate
50.0%
return
+7.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$22.68
+23.2%
Private credit's next phase, private credit 2.0, is being driven by the massive capital needs of the digital infrastructure buildup. Dan sees trillions of dollars required for data centers and power generation to support compute demand; this is the backbone of the next industrial revolution and a major opportunity for private credit and related digital infrastructure investments.
Thematic ETFs
Long
Jan 08
$14.38
-7.4%
Private credit's next phase, private credit 2.0, is being driven by the massive capital needs of the digital infrastructure buildup. Dan sees trillions of dollars required for data centers and power generation to support compute demand; this is the backbone of the next industrial revolution and a major opportunity for private credit and related digital infrastructure investments.
Thematic ETFs
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Dan Toscano has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: BIZD, POWER, DTCR.
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
