The Real Eisman Playbook Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37
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Dec 8, 2025 Nigel Coe, an equity analyst from Wolfe Research specializing in the industrial sector, joins to discuss fascinating trends in AI stocks and industrial automation. He highlights the resurgence of gas turbines fueled by rising power demand from data centers and EVs. Coe also addresses the impact of power constraints on data-center locations and shares insights on GE Vernova's turnaround. With insights into HVAC demand drop and the shifting landscape of U.S. manufacturing, Coe provides strategic focus areas for investors looking ahead.
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Data Centers Drive Industrial Winners
- Anything tied to data centers is growing rapidly and driving divergence within industrials.
- Companies like Envent, Vertiv, Eden, and Wesco show organic sales growth of 5–15% and strong EPS momentum.
Electrification Boosts Power Suppliers
- Electrification demand is rising from EVs, heat pumps, and general electrification trends.
- Eaton benefits as a major North American supplier of transformers, switchgear and data-center power gear.
Watch EPS Revisions, Not Just Multiples
- Follow EPS revisions closely because they drive stock performance in this cycle.
- Favor stocks with visible EPS upgrades like Envent, Wesco, and Vertiv despite rich valuations.