Miguel Stillwell d'Andrade 1.7 2 ideas
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By sector
ETF
1 ideas
-1.1%
Stock
1 ideas
+9.3%
Top tickers (by frequency)
ICLN
1 ideas
0% W
-1.1%
EDPFY
1 ideas
100% W
+9.3%
Best and worst calls
Best calls
EDPFY LONG
+9.3%
Europe is vulnerable to fossil fuel shocks. Meanwhile, US data center demand (Amazon, Microsoft, Google) is driving powe...
Mar 04
ICLN LONG
-1.1%
Europe is vulnerable to fossil fuel shocks. Meanwhile, US data center demand (Amazon, Microsoft, Google) is driving powe...
Mar 04
Worst calls
ICLN LONG
-1.1%
Europe is vulnerable to fossil fuel shocks. Meanwhile, US data center demand (Amazon, Microsoft, Google) is driving powe...
Mar 04
EDPFY LONG
+9.3%
Europe is vulnerable to fossil fuel shocks. Meanwhile, US data center demand (Amazon, Microsoft, Google) is driving powe...
Mar 04
YouTube
Trump Pledges Safe Mideast Oil Transit, Chance of Quick Iran War Fades | The Opening Trade 3/4/2026
Europe is vulnerable to fossil fuel shocks. Meanwhile, US data center demand (Amazon, Microsoft, Google) is driving power consumption up 2-3% CAGR. The war reinforces the "Energy Security" narrative, accelerating government approvals for renewables. Simultaneously, Tech giants need massive, independent power sources (Solar/Wind) to fuel AI data centers, insulating these utilities from oil price volatility. Long Renewables/Utilities (EDPFY / ICLN). High interest rates increasing CapEx costs for wind/solar projects.