“Eaton is the pick-and-shovel winner of the data center boom, breaking out of a two year base and backlogged because the US barely has the power to run these AI models.”
“The estimated CapEx, I think, out of those 4 or 5 tech companies is around $700 billion... So I want to pull up this stock, Eaton. Eaton Corporation... it's a stock that benefits from all this data center buildout.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.