Eaton is favored for the data center construction theme over 1-2 years, but current technical weakness warrants waiting for basing/consolidation before entering.

Eaton. Um, Eaton is on the construction side of it. Um, it's done this on a longer term basis. If you look at this on a weekly basis, it's done exceptionally well and it's in a rising uptrend.

It looks good. Again, in the right spot. market's kind of going through a whole correction on this whole data center concern. This this the stock hasn't done a lot for you over the last several months.

Uh decently oversold here. This is something I might try to get at some of these recent lows, you know, probably around that 370ish area. So, it's trying to work its way down there.

And again, if we get a bit more seasonal weakness uh this month, it may actually wind up getting there. So, I would be a little bit cautious about an entry point here until this thing actually starts to show you some basing, maybe a little bit of of some consolidation kind of like we saw with Bloom where it stopped going down.

Now, it's just going sideways. That's kind of what you want to see with Eaton is for it to stop going down, start basing sideways, build a bit of a bottom, and then potentially even turn up and that'll give you a better entry point.

But, I like all three of these companies. I think they're in the right space for the data center construction for the next year or two. uh and then that will change and then we'll want to move out of these stocks and move into the um into the revenue generation side of the data center space.