Calls
1
Sven Schneider
CFO, Infineon
Win Rate
100.0%
return
+38.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$40.32
+38.5%
Schneider says Infineon's AI power business, powering AI 'from grid to core' rather than making AI chips, is the biggest growth driver in company history: revenue doubling to EUR 1.5 billion this fiscal year and rising to EUR 2.5 billion in 2027, prompting the company to pull forward investment in its Dresden fab. He sees no AI bubble for the next two years given profitable hyperscaler and processor-maker customers, AI as a core technology platform, and rising state support.
Power Semis
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Sven Schneider has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: IFX.DE.
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