- Entry
- $400.60
- Now
- $396.36 -1.1%
- Target
- $800.00
- Score
- —
Eaton (ETN) is the highest upside datacenter power infrastructure play in the market and the sell-side dweebs are too regarded to appreciate the massive transformation already underway. ***Investment Thesis:*** Eaton is the most complete AI power infrastructure franchise in the publicly listed universe - they are the only US-headquartered company covering the full datacenter power stack from medium-voltage connection through rack-level liquid cooling. The market still values Eaton as a ho-hum conglomerate industrial distributor. In actuality, ETN has transformed into …
— ORIGINAL POST ·
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
· r/wallstreetbets
· Jun 1, 2026