David Schwimmer

CEO, LSEG (London Stock Exchange Group)
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
LSEG long +8.0%
Worst Calls
No live losers yet
Most Mentioned
LSEG.L ×1
Recent Calls
LSEG long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +8.0% Long Return +8.0% Short Return -
Average Return
7d +2.9%
30d +1.2%
90d —
Result
Result
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Thesis
Theme
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LSEG London S... London Stock Exchan...
Long
Feb 26
$8500.00
+8.0%
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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