---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000877811.md"
description: "My thoughts on beaten down AI Picks and shovels. $Bloom Energy(BE.US) $Eaton(ETN.US) $GE Vernova(GEV.US) $Comfort Systems USA(FIX.US) $Celestica(CLS.US) $Sterling Infrastructure(STRL.US).  Each one has its own level. Not one setup for all of them.🧵"
datetime: "2026-08-30T18:26:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000877811.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000877811.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000877811.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
generator: "portal-rs"
---

# My thoughts on beaten down AI Picks and shovels. $…


### Related Stocks

- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [ETN.US](https://longbridge.com/en/quote/ETN.US.md)
- [GEV.US](https://longbridge.com/en/quote/GEV.US.md)
- [FIX.US](https://longbridge.com/en/quote/FIX.US.md)
- [CLS.US](https://longbridge.com/en/quote/CLS.US.md)
- [STRL.US](https://longbridge.com/en/quote/STRL.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**