Ivana Bartoletti

Global Chief Privacy Officer, Wipro
@IvanaBartoletti · tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ASML long +17.7%
Worst Calls
WIT long -5.8%
Most Mentioned
ASML ×1
WIT ×1
RIL ×1
Recent Calls
ASML long 3 months ago
WIT long 3 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 50%
Average Return +6.0% Long Return +6.0% Short Return -
Average Return
7d -1.5%
30d -5.4%
90d -2.0%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
ASML ASML Hol... ASML Holding N.V.
Long
Feb 20
$1469.59
+17.7%
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.
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.
AI/Semi
YOUTUBE
WIT Wipro Limited Wipro Limited
Long
Feb 20
$2.26
-5.8%
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.
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.
AI/Semi
YOUTUBE
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