Lorenzo Simonelli

CEO, Baker Hughes
@simonelli_l · tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
XLE long +6.6%
UNG long +2.7%
Worst Calls
No live losers yet
Most Mentioned
XLE ×1
UNG ×1
Recent Calls
XLE long 3 months ago
UNG long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 50%
Average Return +4.6% Long Return +4.6% Short Return -
Average Return
7d +4.9%
30d +7.5%
90d +0.1%
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
UNG United S... United States Natur...
Long
Feb 24
$11.46
+2.7%
Baker Hughes CEO states that AI data centers are driving a surge in demand for gas turbines and power equipment. He sees 2026 as a trough before a massive 2027 recovery. Renewables (solar/wind) cannot provide the 24/7 baseload power required for gigawatt-scale AI factories. Natural Gas is the only scalable, immediate solution. This creates a structural bid for gas infrastructure and commodities. LONG. Energy infrastructure is the bottleneck for AI scaling. Regulatory pushback against fossil fuel expansion for data centers.
Baker Hughes CEO states that AI data centers are driving a surge in demand for gas turbines and power equipment. He sees 2026 as a trough before a massive 2027 recovery. Renewables (solar/wind) cannot provide the 24/7 baseload power required for gigawatt-scale AI factories. Natural Gas is the only scalable, immediate solution. This creates a structural bid for gas infrastructure and commodities. LONG. Energy infrastructure is the bottleneck for AI scaling. Regulatory pushback against fossil fuel expansion for data centers.
Energy
YOUTUBE
XLE Energy S... Energy Select Secto...
Long
Feb 24
$55.10
+6.6%
Baker Hughes CEO states that AI data centers are driving a surge in demand for gas turbines and power equipment. He sees 2026 as a trough before a massive 2027 recovery. Renewables (solar/wind) cannot provide the 24/7 baseload power required for gigawatt-scale AI factories. Natural Gas is the only scalable, immediate solution. This creates a structural bid for gas infrastructure and commodities. LONG. Energy infrastructure is the bottleneck for AI scaling. Regulatory pushback against fossil fuel expansion for data centers.
Baker Hughes CEO states that AI data centers are driving a surge in demand for gas turbines and power equipment. He sees 2026 as a trough before a massive 2027 recovery. Renewables (solar/wind) cannot provide the 24/7 baseload power required for gigawatt-scale AI factories. Natural Gas is the only scalable, immediate solution. This creates a structural bid for gas infrastructure and commodities. LONG. Energy infrastructure is the bottleneck for AI scaling. Regulatory pushback against fossil fuel expansion for data centers.
Energy
YOUTUBE
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