Eaton is one of the highest-quality electrical infrastructure names, benefiting from AI data centers, grid modernization, electrification and industrial automation, with a massive backlog and power demand tailwinds. Technically, it is retesting a breakout, flipping resistance into support and breaking out of a flag. x.com 

Credo's near-total share of AI data-center cables and unchanged estimates make its lower multiple look like a fear-driven opportunity. Its stock went from 27x to 20x forward earnings while the supply chain building those systems guided 2027 revenue to double. Buyers this week will probably be very happy a year from now. x.com 

Eaton looks expensive against its earnings. The power management company trades at 41x trailing and 25x next year's earnings, while industrial equipment makers usually get 19x. Applying 19x to next year's estimated $16.07 a share, give or take 12%, gives fair value of $268.64-341.91, leaving the stock 18% above the top of that range. The read leans on forecasts, with forward earnings 64% above trailing, and is based on valuation levels only, with no fundamental work. x.com 

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … Show more

Nexans' huge leverage to European grid spending makes its shares look too cheap for a company of its quality. The stock trades at roughly 13x consensus 2027 earnings and sold off with data-center infrastructure stocks despite AI accounting for under 5% of revenue. Management guides to positive single-digit growth into 2027, with large-project tendering picking up in the second half of 2027 through 2028. x.com  x.com 

Orbital data centers could disrupt electrical equipment stocks, from GE Vernova, Siemens Energy and ABB to Eaton, Vertiv, Oklo, Bloom Energy and Fluence, while they trade at some of the most egregiously high valuations. It resembles software stocks reaching rich multiples just ahead of AI disruption. x.com 

Vertiv's growth and cash flow make its valuation the better risk/reward than Bloom Energy at these prices. It is the one I'd buy first for a long-term hold: 23x next year's earnings with 37% EPS growth, nearly $3B in free cash flow and almost no net debt. Adjusted operating profit of $1.087B topped the $938M guidance ceiling; revenue and EPS also beat estimates. x.com 

Eaton gains a big tailwind as the White House declared grid infrastructure, including transformers, transmission lines, substations and high-voltage circuit breakers, essential to national defense, as @APompliano highlighted. Companies working to electrify America stand to benefit. x.com 

Bloom Energy's results show hyperscalers paying for faster data-center power sooner than modeled. Revenue hit $1.24B versus $1.05B expected, and 2026 guidance rose to $4.4-4.6B; S&P 500 inclusion brings index buying. Operating cash flow was slightly negative as capacity expands. Bloom is not cheap after a 160% run and expectations are high. Overweight, $334 target with 40% stated upside. x.com  x.com 

EnerSys looks mispriced at about 15x forward earnings versus 23-31x for electrical equipment peers like nVent, Eaton and Hubbell riding the same AI power demand. It has beaten earnings 10 straight times, generated about $717M of free cash flow in 12 months, a near 10% yield, and lifted gross margin over 500 bps to 33.5%. Data center orders rose over 80% and defense revenue 24%. A third of adjusted earnings comes from a US tax credit that phases down after 2030; forklift batteries remain soft. … Show more