I’d pick C) Industrials — espe-To The Moon - Tiger Brokers Online Investing Community

I’d pick C) Industrials — especially Eaton (ETN).

Amazon is still my favorite mega-cap here, with AWS growth showing that AI spending is turning into real revenue. But at this stage of the cycle, I’m more interested in the companies supplying the infrastructure behind AI.
Eaton is a good example. Data centers need massive amounts of electricity, power management and grid infrastructure, so rising AI capex directly creates demand for Eaton’s products and services.

I’m still bullish on the AI-capex cycle, but I don’t expect the rally to be a straight line. Valuations are higher, so earnings, backlog and cash-flow growth will matter more.

My pick: ETN. AI is no longer just about chips and GPUs — the next big opportunity could be the infrastructure needed to power the entire AI ecosystem.

@TigerPicks [龇牙]

💰Stocks to watch today?(13 August）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I’d pick C) Industrials — especially Eaton (ETN).\n\nAmazon is still my favorite mega-cap here, with AWS growth showing that AI spending is turning into real revenue. But at this stage of the cycle, I’m more interested in the companies supplying the infrastructure behind AI. \n Eaton is a good example. Data centers need massive amounts of electricity, power management and grid infrastructure, so rising AI capex directly creates demand for Eaton’s products and services.\nI’m still bullish on the AI-capex cycle, but I don’t expect the rally to be a straight line. Valuations are higher, so earnings, backlog and cash-flow growth will matter more.\nMy pick: ETN. AI is no longer just about chips and GPUs — the next big opportunity could be the infrastructure needed to power the entire AI ecosystem.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [龇牙]</body></html>","htmlText":"<html><head></head><body>I’d pick C) Industrials — especially Eaton (ETN).\n\nAmazon is still my favorite mega-cap here, with AWS growth showing that AI spending is turning into real revenue. But at this stage of the cycle, I’m more interested in the companies supplying the infrastructure behind AI. \n Eaton is a good example. Data centers need massive amounts of electricity, power management and grid infrastructure, so rising AI capex directly creates demand for Eaton’s products and services.\nI’m still bullish on the AI-capex cycle, but I don’t expect the rally to be a straight line. Valuations are higher, so earnings, backlog and cash-flow growth will matter more.\nMy pick: ETN. AI is no longer just about chips and GPUs — the next big opportunity could be the infrastructure needed to power the entire AI ecosystem.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [龇牙]</body></html>","text":"I’d pick C) Industrials — especially Eaton (ETN). Amazon is still my favorite mega-cap here, with AWS growth showing that AI spending is turning into real revenue. But at this stage of the cycle, I’m more interested in the companies supplying the infrastructure behind AI. Eaton is a good example. Data centers need massive amounts of electricity, power management and grid infrastructure, so rising AI capex directly creates demand for Eaton’s products and services. I’m still bullish on the AI-capex cycle, but I don’t expect the rally to be a straight line. Valuations are higher, so earnings, backlog and cash-flow growth will matter more. My pick: ETN. 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