I’m voting C) Industrials, wit

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Adz5150
08-04 22:13

I’m voting C) Industrials, with $Eaton Corp PLC(ETN)$ as my preferred name from the list. AI growth is not only about chips and cloud platforms , data centres also require enormous investment in power distribution, electrical equipment and infrastructure. Eaton’s strong backlog gives it better earnings visibility than many higher-beta AI names.

The valuation may already reflect plenty of optimism, so I wouldn’t chase aggressively at an all-time high. However, if hyperscaler capex remains strong, I believe the “picks and shovels” side of AI still has room to run. My view is that the AI-capex rally continues, but with sharper pullbacks and greater separation between genuine earnings growth and hype.

# 💰Stocks to watch today?(5 August）

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