Olivier Blum

CEO, Schneider Electric
@olblum · tracked since Feb 2026
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SCHNEIDER long +9.6%
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SCHNEIDER ×1
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SCHNEIDER long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +9.6% Long Return +9.6% Short Return -
Average Return
7d +5.2%
30d -6.2%
90d +2.0%
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SCHNEIDER Schneide... Schneider Electric S.E.
Long
Feb 19
$259.35
+9.6%
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.
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