Reddit Posts
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
How much does the AI slowdown talk actually matter for data center stocks?
Top stocks hitting 52-Week Highs/Lows - August 12, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - August 10, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - August 7, 2026 📈 📉
COCOA: A "SUPER" EL NIÑO JUST FORMED, SWOLLEN SHOOT IS EATING WEST AFRICA'S TREES, AND FUNDS ARE THE MOST SHORT IN YEARS. THEY ARE SHORT STRAIGHT INTO THE SUPPLY SHOCK.
AI infrastructure is turning the whole market into one giant NVDA side quest
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
US-Iran War: Current Status and Scenario Analysis
How do you evaluate infrastructure stocks beyond surface level AI hype?
$BWA - The next AI infrastructure play? From Tier 1 Auto Supplier to Data Center Powerhouse
$BWA - The next AI infrastructure play? From Tier 1 Auto Supplier to Data Center Powerhouse
The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks
$8.69M UGL/GDXU YOLO in Advance of Strengthening Asian Currencies
$8.69M GLD/GDXU YOLO in Advance of Asian Currency Strengthening
AI Is Stress-Testing The Grid, Resilience Funding Is Rising, Here Is A 5-Stock Watchlist
I have been assigned on a diagnonal spread, now owe 100 shares, best way to minimise losses?
“Resilience” is becoming its own spending category. That is a tailwind people underestimate.
Data centers are rewriting the rules of power delivery, and it spills into every other sector
i'll go 100k in on this by monday. not care what my broker says
What ya'll think about my strategy for next week? I will invest 10k-100k
What ya'll think about my strategy for next week? I will invest 100k
Wells Fargo Thinks AI Stocks Win in War And They Might Actually Be Right
Geopolitical uncertainty creates attractive environment for AI trade - Wells Fargo
Why do some ETNs like OILU have such a wide difference in price between brokerage accounts?
Interesting Stocks Today (04/3) - Liberation Day
'Is this a stock market, or a casino?’ New 4X leverage S&P 500 ETN met with caution
First Quadruple Leveraged S&P 500 ETN Proposed
Can somebody explain what the difference is between these 2 ETN's?
UVIX Play: Go Balls Deep & Make Money
Long-awaited Case against beloved $VXX is finally here!
Is there an etf/etn that exposes me to the Norwegian krone (or Nordic currencies in general)?
Eaton, Rockwell, and Other Industrial Stocks Are Recession Deniers
SEC arranged a Fair Fund of $9,000,000 to be distributed among NASDAQ: XIV (Velocityshares Daily Inverse VIX) Traders. Last days to claim your part!
25% of my portfolio is in Credit Sussie ETN's right now. Feels like I belong here...
I Dream of Bulls and Bears Frolicking: Is there a WSB Flavored Straddle We Can All Agree Tastes Great
I Dream of Bulls and Bears Frolicking: Is there a WSB Flavored Straddle/Strangle We Can All Agree Tastes Great?
Hidden expense ratio in ETN $BULZ? I seriously hope I'm wrong.
🥚 Yield Curve. Stagflation. Fed Rate Hikes. World War. Oil Prices. Pandemic. End of Stimulus. Evergrande. Margins. Unwinding. Rigged Markets. Fake Markets. Bubble burst. Bear Markets. 🥚
Proof that this sub still provides good DD
Barclays Broke $VXX | DD & Trading Opportunities
Most Overlooked Opportunity of 2022 | $VXX
Barclay's Suspended VXX ETN Share Creation - Implications and Trades?
Will carbon futures, i.e., KRBN and GRN and others, be a BIG thing in 2022? With all the climate change initiatives, could this class of equities be a 2022 YOLO!
Does anyone here have experience with ETN's (Exchange traded notes)?
GME Quarterly Cycles Overlap - Opportunity is Knocking!
Commodity ETFs with Roll Strategy. Is any investment value lost as underlying prompt futures-contracts rollover into the new month?
The Great Volatility Play You've Never Heard Of.
Figured out how to limit my China exposure while continuing to be a 3X tech ETN degenerate.
Banks and wallstreet reacting to the future fines they might have to pay on exchange-traded notes (ETN).
Hedging against climate change with coffee (JO)
I have been buying a fairly specific set of calls and puts on everything from futures index options to ADRs, Canadian Equities and ETFs as well as selling cash secured puts to replace my bond holdings.
ETN is up from $0.002 this year to $0.01
ETN coin is up from $0.002 to $0.01 so far this year
What would happen to SLV or SLVO’s (ETN) price/value after the silver “squeeze?”
COTRP redemption of certificates! Being called (accelerated call) before maturity.
Mentions
I’ve owned quite a few stocks for more than 10 years. Some include AAPL, NVDA, MA, BRK.b, ETN and MGA. I recently sold MGA only to fund my retirement not because it is a bad stock. Should have kept MGA and sold some NVDA instead. Unfortunately, no index fund would have performed anywhere near as well.
JETD and FLYD inverse leveraged ETN's
This is why I can't take this sub seriously. You don't even know the difference between an ETF and ETN. ETFs, as funds, hold various securities to meet its objectively, including stocks of companies underlying an index. ETNs are notes, the performance of which are calculated by the issuer, and which can be redeemed by the issuer according to its terms. XIV was an ETN and subject to redemption by the issuer. TQQQ, as an ETF, has different obligations under federal law and for the most part can continue to operate even if its internal holdings approach zero value. I lose brain cells every time I visit this sub.
WDC, STX,ETN, VRT mega down
The fear in picks and shovels and data center plays. Look at GEV, CEG, ETN, STRL, basically anything to do with data centers is being dumped hard after already being way down
My exact question right now- along with CRDO, AMAT, ETN
Pfft all good! Yeah just post stuff I own of follow. Like ETN is going to give more info physical AI trade.
$ETN Q3 • Reported GAAP EPS of $3.68 up 19.87% YoY • Reported revenue of $8.95B up 28.03% YoY • Eaton’s full-year 2026 guidance is organic growth of 13-15%, segment margins of 24.1-24.5%, EPS of $10.39-$10.49, and adjusted EPS of $13.70-$13.80; Q4 2026 segment margins are 25.4-25.8%.
ETN, HPS.A (Hammond power supply), and VRT.....should cover some of the energy shortage stuff. Neoclouds because they actually have the contracted power. All these chips are going to be sitting in warehouses collecting dust, waiting for power hookups FOR YEARS!!!! FRMI is also kind of a bit of a long shot, but that fucker could 10x in short order
Brazil 3x ETN at -79% premarket LMAO
Well, let’s see today, the asshole was ripped because I refuse to let go of CRWV. ALAB, CRDO, CIEN, CBRS, SKHY all got their turns too. forgot to mention GLW and ETN been using my junk as a punching bag for a little while Oh look WDC is in on the action now too. And selling short against my AVGO position, did me no good either, at least not yet So much bright red
If VIX goes to 50 I'd shit my pants outta joy. Short the living shit outta any volatility ETN / ETF
And just FYI, it was an ETN, you get nothing. ETF’s are safer than ETN’s.
Agreed that energy infrastructure in the US (and most of the world) needs upgrading/building out and that companies like PWR and ETN stand to benefit. But looking at their valuations, is this not already priced in? PWR has a TTM pe of 78, forward pe of 37, ps of 3, pb of 10.6, p/FCF of 45, PEG of 1.78, ev/earnings of 82, etc. Its up more than 500% in the past 5 years
i kicked the tires like 18 months ago and liked it but didn't want to pay a premium for it, kinda regretting that! but I'm already in ETN and didn't want to overdo my exposure to the sector.
For a normal ETF you are not a creditor of the sponsor at all. The fund is its own legal entity (in the US a trust or open-end company under the Investment Company Act of 1940), and its stocks and bonds sit with an independent custodian in the fund's name, not on the sponsor's balance sheet. If the sponsor fails, the fund's board either hires a new adviser or liquidates the fund and pays out NAV. The exception people trip over is ETNs: an exchange-traded note is unsecured debt of the issuing bank, so when Lehman went under in 2008 the holders of its Opta ETNs really did end up as unsecured creditors. So the first thing to check is whether your ticker is an ETF or an ETN.
I bought ETON stock in 2024 mixing it up with ETN. Needless to say, I more than 10x my money
Betting against volatility is one of the stupidest things you can do. There was an ETN called XIV from none other than Credit Suisse that bet against volatility, one day the VIX like doubled and it went to 0 overnight.
Exchange traded product (ETP) : ETP is the umbrella term. ETF, ETC and ETN are the three products under it. A company has to apply for SEC approval to convert an ETP into an ETF (you can check ZCSH etf by grayscale, converted last month) Every ETF is an ETP, but not every ETP is an ETF https://leverageshares.com/en-eu/insights/what-is-the-difference-between-etf-and-etp/ So usually ETP’s are super high risk, just like the one I invested and still gamble in, but this one is issued by Grayscale, a huge crypto investment company. They convert most of their ETP’s into ETF’s (Grayscale had a major lawsuit WIN again the SEC when SEC denied Grayscale’s bitcoin ETP-> ETF conversion but later on ALLOWED fidelity to convert their bitcoin etp into ETF, then grayscales funds went super high) thats when I bought in and made a ton of money, I genuinely hoped they would beat the SEC and they did. Now I am hoping after they made ZCASH etp into an ETF they will also do it for HZEN (the ETP ive been holding for a few years)
GEV, NEE, ETN, CCJ, TRP, ENB… so many companies
Thanks. I'm surprised no one else mentioned Eaton (ETN). Been looking at it tonight.
ETN has 60-100pt swings frequently. What’s up that?
The rate that GPUs are being purchased is faster than the GWs coming online. Electrical infrastructure has the largest backlog in the AI stack. ETN GEV VRT NVT
Futures ETFs or ETN, such as BITO
Irc 1233 says "property" for a short sale is stocks, bonds, etc, not cash That same tradelog page also says this: >Futures and Other Section 1256 Contracts are not reported on Form 8949. Regulated futures contracts are reported differently than most other securities on Form 1099-B and are typically not reported on Form 8949. Non-equity index options and certain ETF/ETN contracts may qualify for Section 1256 treatment. So it's only talking about short sales reported on form 8949. (FYI) the instructions for IRS form 8949 that was excerpted on your trade log link: - https://www.irs.gov/instructions/i8949 So we still only have sec 1256 itself providing direct guidance on the matter so far
Hammond Power Supply (HPS-A.TO), Eaton (ETN).....I hold a fairly large position in both (since early last year), will be holding and adding on any pullbacks....POWER IS THE NEW BOTTLE NECK....THIS IS WHERE MONEY WILL FLOW WHEN THERE IS NOT ENOUGH POWER FOR CHIPS!!!!!!
Putting my $1.10 ETN dividend into NBIS and riding it 10000X
Should I put my 1.10 dividend from ETN into NBIS right now? :OOO
well there’s too ways to look at it. risk on or risk off. I believe we’ll see a risk off move but that doesn’t mean capital leaves the market - it just rotates - so i placed my bets where i think it’s going. If your risk on, then loading up the AI trade is the way to go. I had MU, SKHY, SNDK, TT, ETN, MZT, all sorts of tech and took profits on all of them yesterday. If rates hold, tech prints. again i doubt they do though
Industrials are up today: GEV, CAT, EMR, ETN, CMI, ROK -- all up today (at least for now).
ETN beat, looks like 10x on my 400cs if it holds
ETN +20% tomorrow is possible. Would be 5000% return on my calls
There are currently no standard 4x leveraged exchange-traded funds (ETFs) or major listed stocks traded on mainstream US exchanges that feature liquid, exchange-traded options. Maximum mainstream US daily leveraged products cap leverage at 3x (such as [Direxion Daily S&P 500 Bull 3X ETF](https://www.direxion.com/)), and 4x or higher products like the [MAX S&P 500 4X Leveraged ETN (SPYU)](https://finance.yahoo.com/quote/SPYU/) do not offer active options chains due to low liquidity and structural limitations.
There are currently no standard 4x leveraged exchange-traded funds (ETFs) or major listed stocks traded on mainstream US exchanges that feature liquid, exchange-traded options. Maximum mainstream US daily leveraged products cap leverage at 3x (such as [Direxion Daily S&P 500 Bull 3X ETF](https://www.direxion.com/)), and 4x or higher products like the [MAX S&P 500 4X Leveraged ETN (SPYU)](https://finance.yahoo.com/quote/SPYU/) do not offer active options chains due to low liquidity and structural limitations.
Lost money on VRT calls, trying to make it back with ETN calls. Second times the charm? 🤡
Feels like the AI energy trade is dead or at least dead until that part of the sector starts seeing real returns. Obviously some plays were more speculative and those are tanking hardest (BE), but more solid names like VRT, ETN, PWR, have started to fizzle. What do you think?
AI energy plays seem fully dead. VRT completely red today VRT, GEV, ETN all straight red today and been getting their lunch eaten over the last month.
My contains pick would be utilities and power infrastructure. If AI keeps growing, great. If AI disappoints, people still need electricity. Curious if anyone else is looking at ETN, GEV, NEE, or other power related names
wish i could trade leveraged ETF as korean, cuz goverments gatekeep it with 1M krw deposit for "being too volatile" while not gating vix ETN, commodity future ETN or random ass bio pennystocks that has same or more volitality so ive to buy koru and get scammed at exchange instead directly buying korean leveraged etf
Googl, ETN, CMI. I’ve not been disappointed.
What are your power plays? UUUU? ETN? CCJ?
\*Arrived home and checked my port...\* "Wow - I did great today" -- MU, AMAT, GEV, ETN, ABBV "Oh, wait" -- DELL, ORCL, IBM, PEP "Never mind." \*grabs bong from cupboard\*
So... a shitty fast food company is enough to distract investors from the 4x leveraged spy ETN? Christ I thought I was senile
Still beating the major indices at least. MOD, ETN, NVT should benefit long term as well. Was looking at European plays themselves and I'm betting Schneider Electric $SBGSF continues its upward trend. Just need to get over my hump of investing OTC.
GLW is a well-established company makes glass for fiber optic (they needs hundreds of thousands of miles of this stuff) STM largest European semi manufacturer. LRCX makes machines for making semis. Also gotta pump my pick and shovel boys: BE, VRT, NVT, POWL, ETN, and PWR
ETN, ANET, and APH are my picks.
I agree with IGV....looking at WMB, ok, good call. I thought you were trying to convince people to start trading nat gas....I got smoked on that when I first started trading. Never again. On that note: I like ETN and HPS-A(hammond power solutions), for the electrical component factor to these power plants....You can make power, but need the equipment to move it! I like the WMB play, but I think It is a tad "safe" for me. I'm young and can afford a bit more risk. As far as IGV, I would be the guy that picks out individual stocks in that sector (i'm slowly DCA'ing into MSFT, NOW and ADBE, among others), instead of an etf, expecting a rebound before years end.
The decay on spyu is so heavy that even if a big short on it is wrong the ETN will decline naturally and thus a profitable exit eventually presents itself. This thing decays more than any other etf on the market
Nothinh too exotic. ETN, GEV, WMB, KMI, a few utilities and ome inffrastructure names. My thinking is pretty simple, everyone wants to own the AI winners, but somebody still has to provider the power, transmission, pipelines, and equipment that keep the economy running. They're not the kind of stocks that double overnight, but i think they're underrated compaed to how much attention they're getting
I pay very close attention to this sector, and I have skipped over PWR and opted to make GEV, ETN, HUBB, FPS, MPWR my core holdings. I have a smaller basket that I swing on smaller timescales if you’re interested. GEV and MPWR make up about 60%, and only get added to by swinging the smaller ones. Those two are extremely healthy financially.
been loading at ETN for a little bit now and just came across your post thanks for sharing its now 25% or my portfolio
You fat fingered the ticker you're trying to pump. Classic WSB ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN (MVRL)
Essentially because these are the critical inputs for companies like ETN & the only two domestic producers. plus they need it about 1000x more than ETN. GRID is probably a safer way to play the thesis but I am regarded
Once again, why WOLF and not ETN, or just GRID?
Just look to see where the capex spending is flowing, and don’t sleep on industrials like CAT or ETN.
Fcx for aluminum and copper. ETN, CAT think traditional infrastructure funds like pave and see what they are holding. Someone has to build these things
The real hidden tier is power infrastructure — $VRT, $ETN, $HUBB. Data centers can't run without power delivery, and there's a 3-5 year backlog on transformers. Less hype, stickier revenue.
I had a 'conversation' with Copilot a few months ago and asked for a picks-and-shovels portfolio. See below for final suggestion (there was some back-and-forth as I know nothing about construction so I had questions). Is it slop? |ompany|Allocation|Role| |:-|:-|:-| |**Quanta Services (PWR)**|16%|Grid expansion, transmission| |**Eaton (ETN)**|14%|U.S. electrical systems| |**Schneider Electric (SBGSY)**|**14%**|Global electrical + automation| |**Trane Technologies (TT)**|14%|Cooling + thermal systems| |**Arista Networks (ANET)**|12%|High‑speed switching| |**Martin Marietta (MLM)**|12%|Materials + construction| |**Corning (GLW)**|8%|Fiber + optical interconnects| |**Xylem (XYL)**|6%|Water movement + treatment| |**Cummins (CMI)**|4%|Backup power (kept small due to valuation)|
ARM ETN VRT MRVL CEG My DD lead me to that list. But all of them too price for options. (LEAPS)
Schneider Electric is the better OEM, and has more footprint in data center one lines with transfer switches, UPS, switch gear, cooling, transformers, power distribution, and controls software. Their recent motivair acquisition is further step toward a larger portfolio in the cooling segment. That being said, SE, VRT and ETN should all continue to do well during the Datacenter build out mania we’re seeing.
I have ETN. Compared to GEV and VRT it is slower. But the current spot light is on semi. I believe these data center energy plays will get their day.
Today I went with AIPO, and have had Bloom and Kodiak Gas for a month or so. Been getting my ass kicked on them but they'll be turning around soon. In the last couple days, I also bought XLM, BKR and ETN. Between ongoing Hormuz problems and tech needs, I feel pretty strongly this type of thread will be filled with energy in the next couple weeks.
Yup, this is a pretty underrated storyline. Lots of US electrical grid infrastructure has been in place since the 80s and is way overdue for an upgrade. I like ETN for capitalizing on that as well as PWR
Good position for future nationwide grid upgrade too, been in ETN for a while. Gonna hold long term even past the data center build-out bubble.
Unseen relative to Vertiv and Genova and general sentiment. ETN isn't a moonshot, but very underloved.
You guys could be buying GEV/ETN calls before the next AI infrastructure mooning But instead you're buying a stock that posted a $65 million dollar loss on ~$225k in revenue in the hopes that people accidentally buy it in 11 days?
This is precisely what I do. I'm a retired photojournalist so I've always been a news junkie looking for the next big stories that were being under reported. Same thing with stocks. It's how I got in to ETN, AMAT and AMD a couple of years ago. Then from there I kept getting deeper and deeper in to the semiconductor and memory sectors as well as heavy equipment and heavy equipment rental.
So interesting the semis are up but power is getting completely beat down. Coherent, all the power stocks like ETN, Bloom Energy etc are blood red. What's going on? Why is this?
ETN? Pfftt, it's only up 27% this year, can't be that important.
ETN wins no matter who wins on top. Inference demand will be infinite.
It’s the Ohio AI powerhouse team. VRT and ETN happen to both be operationally headquartered in Ohio.
ETN under $400 always seems good, decent dividends too.
VRT and ETN get mentioned a lot for power/cooling. CEG too because of the energy side.
Agreed! Buy VRT and ETN.
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
I think this administration is somehow shorting it for the fact they know she holds it. Look at GEV ETN PWR.
GEV and ETN both good picks
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
Building out my positions in ETN, CEG and VST. will add GEV to my list, however harder to mentally justify since already up so much.
GEV and ETN are both great bets for riding ai data center tailwinds
i’m still more interested in the “second order” AI plays than the obvious chip names tbh 😭 been watching power/infrastructure stuff like ETN, VRT, PWR, and even some utilities because the AI buildout is turning into an energy + grid story now, not just a semiconductor story. a lot of analysts have been talking lately about how data centers are driving huge demand for electricity/cooling infrastructure too. outside of that, i still like boring compounders like BRK.B, MA, JPM, and WM for longer-term holds since they’re easier to sleep with during volatility. also been seeing a lot of people posting their daily buys/setups in a 60,000+ member investing/trading community i’m in, lots of market breakdowns, sector discussions, and long-term ideas daily: https://discord.gg/tV47E6F8bn
Why not both? GEV is great too. And if ya wanna go deeper into power infrastructure industrials plays, check out PWR and ETN as well
What do yall think about $ETN and $ANET at these prices?
PWR has been my play here been fantastic this year. Also a fan of ETN. Electrical industrials are the play. And it’s not just a data center play, the whole US electrical grid has been outdated for 25+ years. I’ve seen estimates of 5.8 trillion in spending needed on restructuring global electrical grids over the next 10 years.
Next big boom? Its already gone imo I’m up 200%+ on GEV, ETN and VRT I’m moving back into cybersecurity and the monetization side of AI now. RDDT, NOW, CRWD, FTNT
Eaton (ETN) reported record Q1 2026 results and raised full-year organic growth guidance on May 5, 2026. Q1 revenue reached $7.5B (+17%, 10% organic), net income resulted in $2.22 diluted EPS, and adjusted diluted EPS was a record $2.81. Backlog grew 48% in the Electrical sector and 28% in Aerospace, driven by a 42% acceleration in Electrical Americas orders and significant data center momentum. Operating cash flow was $507M and free cash flow was $314M (+245% YoY). Full-year 2026 guidance was raised to 9%–11% organic growth and adjusted diluted EPS of $13.05–$13.50.
What do you think the next bottleneck/shortage plays like SNDK are? I’ve been reading about energy and UUUU and CCJ look interesting for nuclear catch up. I also like ETN.
ETN reports tmrw, calls are gonna print
ETN is such a terrorist stock everytime I get in it wanna go down
ETN/HUBB still dont seem insane here to me, I mean they are not cheap but if this is a durable secular theme I dont see them as being nosebleed
VM analyze the option chain of ETN for me
Up 2% so far. Picked up CLF, ETN, and more IONQ. To the moon, baby! 🚀