Calls
1
u/Fertal78
Reddit r/ValueInvesting
Win Rate
100.0%
return
+25.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 25
$96.96
+25.5%
The author argues Prysmian, an Italian maker of power and data cables, is the best way to gain exposure away from the US dollar. As AI data centers consume enormous amounts of power, utilities and grid operators must upgrade transmission and distribution grids, build new high-voltage lines, and reinforce local networks near data centers, all of which require large volumes of Prysmian's core power cables. The author frames Prysmian as selling the 'picks and shovels' of this electrification buildout.
Construction & Infrastructure
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u/Fertal78 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: PRY.MI.
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