German industrial conglomerate offering automation, energy, infrastructure, and healthcare technology solutions.Yahoo Finance ↗siemens.com ↗
1 take · first discussed Jan 10, 2026
Every call, plotted at the price the day they made it.
The only host to weigh in on Siemens is Sacks, who holds a bullish view at medium conviction. He argues that Siemens, as a capital equipment seller, is a direct beneficiary of 100% accelerated first-year depreciation included in the new tax bill, which he believes is fueling a large-scale US infrastructure and capital equipment buildout and driving the stock's strong performance. No other hosts offered a view, so there is no agreement or disagreement to note among the group.
Sacks argues Siemens and other capital equipment sellers are major beneficiaries of 100% accelerated depreciation under the new tax bill, driving a massive US infrastructure/capital equipment buildout and explaining Siemens' surging stock.
This is why Siemens stock is through the roof. All of this capital equipment, you get to write it off 100% year one. It's creating a massive infrastructure buildout in the US.”1:14:49