Roland Busch

President and CEO, Siemens
@BuschRo · tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-3.2%
Calls 1 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
SIEGY Long -3.2%
Most Mentioned
SIEMENS ×3
Recent Calls
SIEGY Long 5 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return -3.2% Long Return -3.2% Short Return -
Average Return
7d -8.6%
30d -18.1%
90d +1.5%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
SIEGY Siemens AG Siemens AG
Long
Feb 12
$154.68
-3.2%
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.
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.
Industrial Automation
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Roland Busch has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: SIEMENS.