Olivier Blum

CEO, Schneider Electric
@olblum · tracked since Feb 2026
Calls
2
Win Rate
100.0%
return
+8.1%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
SCHNEIDER Long +10.6%
SU.PA Long +5.6%
Worst Calls
No live losers yet
Most Mentioned
SCHNEIDER ×1
SU.PA ×1
Recent Calls
SU.PA Long 1 month ago
SCHNEIDER Long 6 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 100%
Average Return +8.1% Long Return +8.1% Short Return -
Average Return
7d +8.0%
30d +1.2%
90d +2.0%
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Thesis
Theme
Source
SU.PA Schneide... Schneider Electric S.E.
Long
Jul 30
$271.50
+5.6%
AI data center demand fuels growth.
Schneider Electric is benefiting from unprecedented AI-driven demand for data center equipment, alongside global electrification and digitalization trends. The company raised its sales forecast after strong Q2 earnings, sees sustained demand for years, and is leveraging acquisitions to enhance its AI and industrial intelligence capabilities.
Grid Equipment
YOUTUBE
SCHNEIDER Schneide... Schneider Electric S.E.
Long
Feb 19
$259.35
+10.6%
Data centers will require another 200 gigawatts of installed capacity by 2030. Schneider confirmed 70% of its turnover is related to digital activity and is launching new R&D in India specifically for liquid cooling. The AI boom is physically constrained by power and heat. As compute density increases (Nvidia chips), traditional air cooling fails. Schneider is positioned as a "pick and shovel" play on the physical infrastructure required to run AI, regardless of which model wins. LONG SCHNEIDER as a primary beneficiary of the energy efficiency and cooling capex cycle. Supply chain bottlenecks for chips/components slowing down data center construction.
Data centers will require another 200 gigawatts of installed capacity by 2030. Schneider confirmed 70% of its turnover is related to digital activity and is launching new R&D in India specifically for liquid cooling. The AI boom is physically constrained by power and heat. As compute density increases (Nvidia chips), traditional air cooling fails. Schneider is positioned as a "pick and shovel" play on the physical infrastructure required to run AI, regardless of which model wins. LONG SCHNEIDER as a primary beneficiary of the energy efficiency and cooling capex cycle. Supply chain bottlenecks for chips/components slowing down data center construction.
Grid Equipment
YOUTUBE
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Olivier Blum has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: SCHNEIDER, SU.PA.