ETN · Eaton Corporation plcEaton Corporation plc
🔬 The 1 million job revision signals a permanent structural shift due to AI/automation, not a slowing economy
The 1 million job revision signals a permanent structural shift due to AI/automation, not a slowing economy. Corporate profits will explode as companies replace human labor with AI and robotics. Investors should buy AI supply chain equities to hedge against unemployment and benefit from margin expansion.
Chart
Post Timeline · 0 posts
OpenAI memo to Congress warns that US must expand power grid to maintain AI advantage, reiterating tailwind for energy and power delivery companies, and second-order tailwind for companies with secured GW capacity.
source ↗The 1 million job revision signals a permanent structural shift due to AI/automation, not a slowing economy. Corporate profits will explode as companies replace human labor with AI and robotics. Investors should buy AI supply chain equities to hedge against unemployment and benefit from margin expansion.
source ↗No qualifying thesis event for 45+ days.