Fabiana Fedeli 3.1 3 ideas
CIO of Equities, Multi-Asset and Sustainability, M&G Investment Management
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By sector
Stock
3 ideas
-2.3%
Top tickers (by frequency)
ASML
1 ideas
0% W
-2.2%
AMAT
1 ideas
0% W
-2.5%
CAPGEMINI
1 ideas
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Best and worst calls
Best calls
ASML LONG
-2.2%
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is piv...
Feb 13
AMAT LONG
-2.5%
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is piv...
Feb 13
Worst calls
AMAT LONG
-2.5%
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is piv...
Feb 13
ASML LONG
-2.2%
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is piv...
Feb 13
YouTube
L'Oreal Falls, Kongsberg Sees Air Defense Systems Demand Growing | The Opening Trade 2/13/2026
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is pivoting to "sovereign AI" infrastructure. The market is struggling to pick winners in software ("losers" are being sold off), but the "enablers" (hardware and infrastructure) have clear visibility. Capgemini benefits from the specific European push for "sovereign" AI and IT independence. LONG. Focus on the "picks and shovels" (Enablers) rather than the software applications which are vulnerable to disruption. Overvaluation in the semi-equipment space if AI capex slows.
CIO of Equities,...