Calls
4
Jean Eric Salata
Chair, EQT
Win Rate
50.0%
return
-3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$27.53
-0.1%
AI infrastructure, particularly data centers and the power grid, is the most interesting opportunity because demand for compute is real and exceeds supply, with energy being the single biggest constraint to AI build-out globally.
Thematic ETFs
Long
Jul 16
$56.52
+0.4%
AI infrastructure, particularly data centers and the power grid, is the most interesting opportunity because demand for compute is real and exceeds supply, with energy being the single biggest constraint to AI build-out globally.
Thematic ETFs
Long
Jun 03
$14.67
+0.7%
EQT announced the take-private of AES, a large U.S. energy company, as part of its AI infrastructure investment push. This signals that AES is a key energy asset needed to power AI data centers. EQT is investing more in energy assets to support AI infrastructure.
Power Producers
Long
Jun 03
$70.50
-16.3%
We are at the very early stages of the investment needed to build the compute necessary for the AI transformation. Real demand exists, constraints around capital and construction remain, and many years of buildout lie ahead. Speculative excess may occur but it is not a bubble like 2000. EQT is investing more across AI infrastructure including energy assets, data centers, battery storage, and the power grid.
Thematic ETFs
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Jean Eric Salata has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: AIQ, PAVE, AES.
