Calls
2
Miguel Stillwell d'Andrade
Win Rate
100.0%
return
+2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 04
$49.70
+4.2%
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.
Electric Utilities
Long
Mar 04
$18.09
+1.5%
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.
Thematic ETFs
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Miguel Stillwell d'Andrade has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: ICLN, EDPFY.
