Calls
2
Chad Dillard
Senior Analyst, Bernstein
Win Rate
0.0%
return
-6.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 13
$453.63
-7.1%
Labor shortages in AI/data center construction create an underappreciated opportunity in modular fabrication, which moves work from field jobsites to manufacturing facilities. This expands the opportunity for Eaton and for Legent, an engineering, procurement, construction, and fabrication company that is not widely appreciated as an AI bottleneck solution.
Grid Equipment
Long
Aug 13
$673.99
-5.0%
AI data center buildout is bottlenecked by power, and an underappreciated way to solve that is by raising voltage through high-voltage transmission lines and 800-volt data center electrical systems. Quanta Services is the 800-pound gorilla in power lines, while Eaton is well positioned on the 800-volt side and has an opportunity to increase wallet share.
Construction & Infrastructure
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Chad Dillard has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: ETN, PWR, LEGENT.
