Miguel Stillwell d'Andrade

· tracked since Mar 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ICLN long +27.6%
EDPFY long +2.3%
Worst Calls
No live losers yet
Most Mentioned
ICLN ×1
EDPFY ×1
Recent Calls
ICLN long 3 months ago
EDPFY long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 100%
Average Return +15.0% Long Return +15.0% Short Return -
Average Return
7d +1.3%
30d +4.1%
90d +31.3%
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EDPFY EDP SA S/ADR EDP SA S/ADR
Long
Mar 04
$49.70
+2.3%
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.
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.
Energy
YOUTUBE
ICLN iShares ... iShares Global Clea...
Long
Mar 04
$18.09
+27.6%
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.
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.
Energy
YOUTUBE
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