$ETN
eaton corporation2/10Does he own it?
Across all 5 mentions, ETN appears only inside broad supply-chain map lists as one of many grid/power-delivery names. No first-person buy/hold/add/size language, no weight disclosure. The only personal-position statements in this history are for other tickers (NVTS small exposure, AXTI interest), never ETN.
His thesis
ETN is cited as a grid/power-delivery beneficiary of AI data-center buildout. It recurs in his thematic maps (semiconductor bottlenecks, OpenAI energy memo, NVIDIA 800V DC push) as a structurally well-positioned power-infrastructure name. The framing is mildly positive but generic — part of an energy/power tailwind basket rather than a name he champions individually.
How his view evolved
Stable and peripheral throughout. ETN starts as a "grid" line item in his bottleneck framework, then reappears in the same passive list-membership role in energy-memo and NVIDIA 800V posts. No deepening conviction or position commentary over time.
Key points
- Only ever named inside multi-ticker power/grid theme lists
- No personal buy/hold/add/sizing language for ETN
- Tied to AI data-center energy demand tailwind
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $ETN on X ↗