William Wilkes

Reporter, Bloomberg
@WillWilkesNews · tracked since Feb 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
BMW short +16.8%
VWAGY short +14.2%
Worst Calls
No live losers yet
Most Mentioned
BMW.DE ×1
VWAGY ×1
Recent Calls
VWAGY short 3 months ago
BMW short 3 months ago
Win Rate 100% Long 0 Short 2
Win Rate
7d 50%
30d 100%
90d 100%
Average Return +15.5% Long Return - Short Return +15.5%
Average Return
7d -0.6%
30d +12.8%
90d +13.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
BMW Bayerisc... Bayerische Motoren Werke AG
Short
Feb 12
$87.72
+16.8%
Siemens raised its outlook and is seeing strong demand from data centers/automation. Conversely, Mercedes stock dropped ~4% on margin pressure, citing tariff uncertainty and fierce Chinese competition. This is a pair trade within the German economy. Siemens has successfully pivoted to industrial software (high margin, AI-linked), while automakers are trapped in a capital-intensive, low-margin war with China that they are losing. LONG the Industrial Software winner (Siemens); SHORT the Legacy Auto losers. A surprise removal of tariff threats or a sudden recovery in Chinese luxury auto demand.
Siemens raised its outlook and is seeing strong demand from data centers/automation. Conversely, Mercedes stock dropped ~4% on margin pressure, citing tariff uncertainty and fierce Chinese competition. This is a pair trade within the German economy. Siemens has successfully pivoted to industrial software (high margin, AI-linked), while automakers are trapped in a capital-intensive, low-margin war with China that they are losing. LONG the Industrial Software winner (Siemens); SHORT the Legacy Auto losers. A surprise removal of tariff threats or a sudden recovery in Chinese luxury auto demand.
Consumer
YOUTUBE
VWAGY VOLKSWAG... VOLKSWAGEN AG UNSP/ADR
Short
Feb 12
$12.20
+14.2%
Siemens raised its outlook and is seeing strong demand from data centers/automation. Conversely, Mercedes stock dropped ~4% on margin pressure, citing tariff uncertainty and fierce Chinese competition. This is a pair trade within the German economy. Siemens has successfully pivoted to industrial software (high margin, AI-linked), while automakers are trapped in a capital-intensive, low-margin war with China that they are losing. LONG the Industrial Software winner (Siemens); SHORT the Legacy Auto losers. A surprise removal of tariff threats or a sudden recovery in Chinese luxury auto demand.
Siemens raised its outlook and is seeing strong demand from data centers/automation. Conversely, Mercedes stock dropped ~4% on margin pressure, citing tariff uncertainty and fierce Chinese competition. This is a pair trade within the German economy. Siemens has successfully pivoted to industrial software (high margin, AI-linked), while automakers are trapped in a capital-intensive, low-margin war with China that they are losing. LONG the Industrial Software winner (Siemens); SHORT the Legacy Auto losers. A surprise removal of tariff threats or a sudden recovery in Chinese luxury auto demand.
Consumer
YOUTUBE
Showing 2 of 2 picks · sorted by mentions