$ETN 0.36 Noisy

Notable posts

• @StockSavvyShay neutral 793 eng

  THE 5 LAYERS OF AI POWER DELIVERY 1. Facility Power Intake • $CAT supplies backup generation • $GEV supplies grid equipment & gas turbines • $ETN provides switchgear, ATS & electrical distribution • $HUBB supplies grid & power distribution components • $NVT provides enclosures & electrical protection systems • $BE supplies on-site fuel cell power that helps bypass grid constraints 2. AC-to-DC Conversion • $ON supplies silicon carbide power devices • $POWI provides high-voltage AC-to-DC conversion ICs • $TXN provides power supply controllers & conversion ICs 3. Intermediate Bus Conversion • $VICR provides high-density intermediate bus modules 4. Point-of-Load • $AOSL supplies integrated power stages • $MPWR supplies point-of-load power for Nvidia systems • $ADI provides multiphase controllers & power management • $STM supplies SiC, GaN & power-management components for next-generation AI power delivery 5. The 800V DC Transition • $NVTS is working with $NVDA on its 800V HVDC roadmap • $VRT captures the transition through rack power, UPS & cooling infrastructure

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @cevikfinance bullish 142 eng

  Goldman Sachs, hisse senedi piyasasına yönelik olumlu beklentilerini koruyor ve son dönemdeki dalgalanmalara rağmen S&P 500'ün yıl sonuna kadar %8 daha yükselerek 8.000 puana ulaşmasını bekliyor. Yükselişin arkasındaki temel itici güç şirket kârlarındaki artış. Goldman, S&P 500 hisse başına kârının (EPS) 2026'da %24, 2027'de ise %13 büyüyeceğini öngörüyor. Büyük teknoloji şirketlerinin (hyperscalers) sermaye harcamalarının (CapEx) 2026'da, bir önceki yıla göre %84 artarak 750 milyar doların üzerine çıkması bekleniyor. 2027 öngörüsü ise 920 milyar dolar. YZ altyapı şirketlerinin, bu yılki toplam S&P 500 kâr büyümesinin yaklaşık yarısını tek başına sırtlayacağı tahmin ediliyor. Bu YZ altyapı şirketlerine örnek: $GOOGL $AMZN $ORCL $NVDA $AMD $AVGO $DELL $ANET $VRT $ETN $GEV

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• @ProfKayaFinance bullish 102 eng

  Modüller, enerji şirketleriyle ilgili araştırma yaparsanız yolun sonunda $ENR | Siemens Enerji çıkıyor. Adamlar öyle gaz türbinleri yapmış ki daha yakalayanını görmedim teknolojik açıdan. Varsa bildiğiniz öğrenmek isterim. Siemens ile $ETN | Eaton bu alanda ortaklıkları var. https://t.co/SqCbFEXwmS

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• @wallstengine neutral 52 eng

  Today's Key Events (All EST) — 07/31/2026 06:00: $ARES 06:00: Patria $PAX 06:00: Proto Labs $PRLB 06:00: Perimeter Solutions $PRM 06:05: AngloGold Ashanti $AU 06:10: Carter’s $CRI 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30: Eaton $ETN 06:30: Lear $LEA 06:30: LyondellBasell $LYB 06:30: nVent Electric $NVT 06:30: Newell Brands $NWL 06:35: Cameco $CCJ 06:45: Brookfield Business $BBUC 06:55: AutoNation $AN 06:55: Church & Dwight $CHD 06:55: Colgate-Palmolive $CL 06:55: Brookfield Renewable $BEP 07:00: Balchem $BCPC 07:00: TransAlta $TAC 07:00: T. Rowe Price $TROW 07:00: WisdomTree $WT 07:30: Dominion Energy $D 07:30: Ballard Power Systems $BLDP 07:30: Federal Realty $FRT 07:30: Cboe Global Markets $CBOE 07:30: Gates Industrial $GTES 07:45: AbbVie $ABBV 07:55: Moog $MOG.A 08:00: Nano-X Imaging $NNOX 08:00: RBC Bearings $RBC 08:20: Franklin Resources $BEN 08:30: Arbor Realty Trust $ABR 08:30: iRadimed $IRMD

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• @StockOptionCole neutral 32 eng

  Massive week ahead Wednesday • 2:00 PM – FOMC Interest Rate Decision • 2:30 PM – Fed Chair Press Conference (Kevin Warsh) Mon: $APLD $AMKR $CLS $RMBS Tue: $V $BE $KLAC $GLW $STX $NXPI Wed: $MSFT $META $VRT $ARM $QCOM $LRCX Thu: $AAPL $AMZN $COIN $MSTR $RDDT $RBLX Fri: $CVX $XOM $CCJ $ETN $ABBV AI CapEx • Cloud Growth • GPU Demand • Memory • Data Centers • Infrastructure Watch for read-throughs into $NVDA $MU $MRVL $AVGO $AMD $NBIS $DELL $TSM $QQQ $SMH

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• @LeifInvests bullish 4 eng

  @StockSavvyShay @FuturumEquities @rolfbulk Physical Infrastructure like electrical systems is an underrated part. $FPS $VRT $ETN

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