ETN — every tracked call

ETN

9 tracked calls · 9 long · 0 short · last 90d: 5L/0S

first called by Jordi Visser 5mo ago

ETNETNLONG3w ago

“Data center orders in its Electrical Americas segment ran up roughly 240 percent year over year last quarter... The Boyd Thermal deal hands it a real position in liquid cooling and the white space.”

JP Insights

Eaton is capturing the AI power constraint with data center orders up 240% and a new liquid cooling position via the Boyd Thermal deal.

ETNETNLONG@ $393.64

$423.40+7.56%

since call Jul 5

peak +7.6%

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ETNETNLONG4w ago

“采用BTM也要配电利好的是设备 Eaton (ETN)、Schneider Electric、ABB 在 Medium Voltage 开关设备与配电领域比较好”

AU🧲

Eaton wins medium voltage switchgear and power distribution demand from the BTM data center generation buildout

ETNETNLONG@ $397.69

$423.40+6.46%

since call Jun 27

peak +6.5%

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ETNETNLONG2mo ago

“we got into renewables, C&I, electrical distribution … transformers, switchgear systems, and then ended up getting a massive RFQ. What do you do with an AI data center?”

TBPN

AI data centers are bottlenecked by transformers and switchgear, so electrical-distribution makers capture outsized CapEx share.

ETNETNLONG@ $411.24

$423.40+2.96%

since call May 11

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ETNETNLONG2mo ago

“It's the bottleneck side, guys. And Eaton fits in with that as well.”

Jordi Visser

Eaton fits the energy/electrification bottleneck of the AI buildout

ETNETNLONG@ $400.68

$423.40+5.67%

since call May 10

peak +5.7%

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ETNETNLONG2mo ago

“Their decision to exempt computers and other data center inputs from tariffs while hitting key electrical infrastructure like wires, transformers…”

Apricitas Economics

Tariffs tax transformers and wire while sparing compute, so scarce US grid-gear makers gain pricing power.

ETNETNLONG@ $420.11

$423.40+0.78%

since call May 3

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ETNETNLONG3mo ago

“it's breaking out. I think it's a great buy … this is a company that is not dependent on the consumer side”

Market Bubble

Eaton breaks out on data center power demand, de-risked from consumer AI

ETNETNLONG@ $424.02

$423.40-0.15%

since call Apr 30

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ETNETNLONG3mo ago

“money is starting to flow downhill. A critical observation for the next few years. The mags may make all the money, but they are spending it faster than they…”

ThreadGuy

Follow the CapEx downhill: long the power and data-center infra companies the Mags are funneling money to

ETNETNLONG@ $423.13

$423.40+0.06%

since call Apr 30

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ETNETNLONGPOSITION3mo ago

“I, PWR and ETN, they're construction companies... I really like those because that's not even in his thesis, but it's still derived from the same general same…”

ThreadGuy

Grid/electrical infra wins regardless of AI winner or quantum pivot; long Eaton as AI-proof pick

ETNETNLONG@ $424.88

$423.40-0.35%

since call Apr 24

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ETNETNLONG5mo ago

“It was unchanged from the middle of '24 to early '26, almost 2 years, and now it's starting to break out.”

Jordi Visser

Eaton breaking out of a two-year base, shows up on every AI infrastructure beneficiary screen

ETNETNLONG@ $381.14

$423.40+11.09%

since call Feb 15

peak +11.1%

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