Aug. 20 at 7:38 AM
$JBL $GEHC $ERIC $NTR $EQT Jabil benefits from electronics and AI-infrastructure manufacturing, GE HealthCare benefits from medical-equipment demand, Ericsson remains tied to telecom-network investment, Nutrien benefits from agricultural input demand, and EQT remains leveraged to natural-gas prices. I'm watching AI hardware demand, healthcare spending, telecom capex, fertilizer prices, and gas prices.