{"version":"market-claims.v1","claim":{"id":"mcl_e2466ba27c65b67ed1","url":"/trace/claims/mcl_e2466ba27c65b67ed1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Follow the CapEx downhill: long the power and data-center infra companies the Mags are funneling money to","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ETN","name":"ETN","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=6430s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"107:10","startMs":6430000,"endMs":null,"excerpt":"something like Eaton, which is like lower on the totem pole as far as like where they benefit, um, they're like de-risked a ton because of how little power that we have in America to supply these models... I like Eaton a lot."},"performance":{"entryPrice":433.1400146484,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"source":{"platform":"OTHER","title":"Stocks Are RIPPING.. Google UP 10%!! MegaETH Launched & APPLE EARNINGS","sourceUrl":"https://twitch.tv/videos/2760918929","publishedAt":"2026-04-30T21:58:03.000Z"},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=6430s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"107:10","startMs":6430000,"endMs":null,"excerpt":"something like Eaton, which is like lower on the totem pole as far as like where they benefit, um, they're like de-risked a ton because of how little power that we have in America to supply these models... I like Eaton a lot.","quote":"something like Eaton, which is like lower on the totem pole as far as like where they benefit, um, they're like de-risked a ton because of how little power that we have in America to supply these models... I like Eaton a lot.","speaker":"ThreadGuy"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ETN","name":"ETN","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":433.1400146484,"currency":"USD","observedAt":"2026-04-30T21:58:03.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ETN","assetClass":"EQUITY","price":433.1400146484,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"ETN","observedAt":"2026-04-30T21:58:03.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}