Global Wealth MD

Managing Director, Global Wealth (Guest)
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
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90d 0
Best Calls
XLE long +6.6%
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No live losers yet
Most Mentioned
XLE ×1
Recent Calls
XLE long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +6.6% Long Return +6.6% Short Return -
Average Return
7d +2.6%
30d +11.7%
90d +5.0%
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XLE Energy S... Energy Select Secto...
Long
Feb 24
$55.10
+6.6%
The guest notes that while AI *software* stocks are volatile, the demand for energy to power AI is "not going to change." This is a classic "Picks and Shovels" play. Regardless of whether IBM or Anthropic wins the software war, the data centers require massive power. The lack of historical investment in the grid makes this a supply-constrained bull market. LONG. Focus on grid tech and energy providers. New "National Security" tariffs mentioned by Laura Davison could target imported power grid equipment, potentially raising costs for installers.
The guest notes that while AI *software* stocks are volatile, the demand for energy to power AI is "not going to change." This is a classic "Picks and Shovels" play. Regardless of whether IBM or Anthropic wins the software war, the data centers require massive power. The lack of historical investment in the grid makes this a supply-constrained bull market. LONG. Focus on grid tech and energy providers. New "National Security" tariffs mentioned by Laura Davison could target imported power grid equipment, potentially raising costs for installers.
Energy
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