Ivana Bartoletti 2.2 3 ideas
Global Chief Privacy Officer, Wipro
After 1 day
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2/15 min ideas
After 1 week
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2/15 min ideas
After 1 month
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By sector
Stock
3 ideas
-5.4%
Top tickers (by frequency)
ASML
1 ideas
0% W
-6.5%
WIT
1 ideas
0% W
-4.4%
RIL
1 ideas
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Best and worst calls
Best calls
WIT LONG
-4.4%
Reliance Industries is investing $100B in AI. ASML is in talks with the Indian government. Wipro is integrating AI gover...
Feb 20
ASML LONG
-6.5%
Reliance Industries is investing $100B in AI. ASML is in talks with the Indian government. Wipro is integrating AI gover...
Feb 20
Worst calls
ASML LONG
-6.5%
Reliance Industries is investing $100B in AI. ASML is in talks with the Indian government. Wipro is integrating AI gover...
Feb 20
WIT LONG
-4.4%
Reliance Industries is investing $100B in AI. ASML is in talks with the Indian government. Wipro is integrating AI gover...
Feb 20
Reliance Industries is investing $100B in AI. ASML is in talks with the Indian government. Wipro is integrating AI governance and solutions. The "China Plus One" strategy is evolving into "India as a Hub." As global tech giants de-risk from China, capital expenditure on AI infrastructure (Data Centers, Chips, Services) is flowing heavily into India. LONG Indian Tech Services and Infrastructure beneficiaries. Infrastructure bottlenecks (power/water) in India slowing down deployment.
Global Chief Privacy Officer, Wipro