Roland Busch 1.0 1 idea

President and CEO, Siemens
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0 winning  /  1 losing  ·  1 positions (30d)
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SIEGY 1 ideas
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Siemens raised guidance and reported 37% growth in software revenue. The CEO explicitly stated, "Data center... very strong growth" and "Automation is coming back." Siemens is effectively transitioning from a cyclical industrial manufacturer to a secular growth "Industrial Tech" play. They are capturing the CapEx spend on data centers and electrification, insulating them from the weakness in the automotive sector. Long Siemens as a derivative play on AI infrastructure and grid modernization. Continued weakness in their legacy machine-building segment.
SIEGY Bloomberg Markets Feb 12, 07:44
President and CEO, Siemens
Roland Busch (President and CEO, Siemens) | 1 trade ideas tracked | SIEGY | YouTube | Buzzberg