AC
Associated Capital Group Inc
Mentions (24Hr)
150.00% Today
Reddit Posts
$UNG & $BOIL-Record Cold Temperatures:NOAA says so FOR THE MOST U.S. POPULATED States!! S&P's own research corroborates & adds more detail.
US economic growth for last quarter is revised up to a 5.2% annual rate
BSEM - BioStem Technologies Reports Third Quarter 2023 Operating and Financial Results
Why I know that the Mouse is going to Take the Mickey out of the Bulls and Bears alike. 🍻 Trading sideways, going flat, sell Iron Condor AC
Anyone else like the concept of BreraFC?
Natural gas price recovery: a tale of two tickers (AR and RRC)
Does anyone have experience investing into sports team?
Anyone have experience investing into sports teams?
Who will UPS buy vehicle AC hardware from?
I'm getting Wrexham A.F.C type vibes (Brera Holdings)
Small Stocks, Big Opportunities: Ride the wave to multi-bagger returns
An in-depth research into Glory Star New Media ($GSMG)
„I‘m bullish on Rome.“ - Jimius Cramer, Sept 476 AC
Atlis Motor Vehicles Expands Executive Team, Welcomes Srinivas Jasthi as Vice President of Software
We've hit peak employment, Unemployment rate rises from 3.4% to 3.6%.
Are there any Funds/Hedge Funds who pronise X% return every year, Regardless of the Stock Market movements ?
Largo Reports Q4 & Full Year 2022 Production Results & Provides 2023 Guidance
3AC’s Su Zhu Speaks Out: FTX Crash Could Have Been Avoided
Volunteering at my local Bed Bath and Beyond
Volunteering at my local Bed Bath and Beyond
A Trading Firm Now Distances Itself From 3AC Amid The Fresh Fundraise Of $25 Million
🚨WAKE UP Celsius,3AC,FTX and BlockFi have all fallen,undermining the trust in the #cryppto industry. More than $3 billion has been hacked from the cryppto sector #Cryppto has no reason to rally. #Inflation + #recession + #Fed rate hikes + QT = a worse financial crisis than2008
🚨WAKE UP Celsius,3AC,FTX and BlockFi have all fallen,undermining the trust in the #cryppto industry. More than $3 billion has been hacked from the cryppto sector #Cryppto has no reason to rally. #Inflation + #recession + #Fed rate hikes + QT = a worse financial crisis than2008
🚨WAKE UP Celsius,3AC,FTX and BlockFi have all fallen,undermining the trust in the #cryppto industry. More than $3 billion has been hacked from the cryppto sector #Cryppto has no reason to rally. #Inflation + #recession + #Fed rate hikes + QT = a worse financial crisis than2008
🚨ALERT Expect bad news soon. Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypto industry. More than $3 billion has been hacked from the crypto sector so far in 2022. Whether they are the last to fall remains to be see 🚨Dont trust any exchange
$CRSP More or less 15% short that is a lot
Sam attacked LUNA. LUNA crushed 3AC. 3AC crushed Blockfi/Voyager. Sam attacked StEth StETH crushed Celsius Sam crushed Alameda. Alameda crushed FTT/FTX. Alameda crushed Voyager. Alameda crushed Blockfi. FTX/Alameda crushed Genesis. Genesis crushed DCG Genesis smashed Gemini
ALERT🚨 Expect bad news soon. Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypt industry. More than $3 billion has been hacked from the crypt sector so far in 2022.Whether they are the last to fall remains to be see STAY SAFE 💣
ALERT🚨 Expect bad news soon. Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypt industry. More than $3 billion has been hacked from the crypt sector so far in 2022.Whether they are the last to fall remains to be see STAY SAFE 💣
🚨ALERT🚨 Expect bad news soon. 🚨Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypto industry. Whether they are the last to fall remains to be seen. 🚨$BTC to $12,000-14,000 is a matter of time. Altcoins much lower (40-50% drop on average)
🚨ALERT🚨 Expect bad news soon. Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypt industry. Whether they are the last to fall remains to be seen.
🚨ALERT🚨 Expect bad news soon. Celsius, 3AC, FTX and BlockFi have all fallen, undermining the trust in the crypt industry. Whether they are the last to fall remains to be seen.
Don't buy into the Grindr merger - you're just asking to get fucked
Analysis of Largo's Q3 Earnings - Focused on the Structural Growth Ahead
Tesla officially makes its charging standard available to other companies in the U.S.
Low volume setup: Xortx Therapeutics (XRTX). $8 PT from Argus, DD, and epic short numbers
Analysis of Largo's Q3 Production Results - High Purity Supply at an All-Time High
News & Commentary: Banxa Accelerates USA Expansion | (TSXV: BNXA | OTCQX: BNXAF | FSE: AC00)
Why California Residents Suddenly Can't Charge Their Electric Vehicles
Revisiting $POL and why I believe it has a upside of 50%+
Revisiting $POL and why I believe it has a upside of 50%+
Revisiting $POL and why I believe it has an upside of 50%+
Revisiting $POL and why I believe it has an upside of 50-100%+
Revisiting $POL and why I believe it has an upside of 50%+
Banxa: New USA Office + 8 License Applications | (TSXV: BNXA | OTCQX: BNXAF | FSE: AC00)
3AC: A $10B hedge fund gone bust with founders on the run
Coffeeshops are centuries old phenomenon, and history shows there is great room for expansion.
Coinbase says it has no exposure to collapsed crypto firms Celsius, 3AC and Voyager
Breaking: Voyager temporarily suspend trading, deposits, withdrawals, and loyalty rewards.
Crypto hedge fund Three Arrows Capital has entered liquidation, source says
Ok, it is rough out there, but let's get into BANXA Holdings Inc. (TSXV: BNXA | OTCQX: BNXAF | FSE: AC00)
I scraped r/SPACs for the top ticker mentions in the last 24H. Here are the results (Monday June 20, 2022)
News from BANXA Holdings Inc. (TSXV:BNXA | OTCQX:BNXAF | FSE:AC00): Global Web3 Payments Leader Banxa Announces Partnership with Digital Assets Platform WonderFi
DD: kill inflation summer 2022 - viral trade of the century
Reflect Scientific Inc Receives Patent for Green Cooling Technology
BANXA Holdings Inc. (TSXV: BNXA | OTCQX: BNXAF | FSE: AC00): 9 Things You Need to Know About Banxa in 2022 | Interview with Domenic Carosa
Full DD on $GOED, severely undervalued, possible multi-bagger
DD on $GOED, small cap, multi-bagger, 50 to 200% upside
New PR from BANXA Holdings Inc. (TSXV:BNXA | (OTCQX:BNXAF | FSE:AC00): Banxa Launches Direct Cash to NFT Checkout Solution for the NFT Market
New PR from BANXA Holdings Inc. (TSXV:BNX | (OTCQX:BNXAF | FSE:AC00): Banxa Continues Its Global Expansion in New Markets and Launches First to Market USDC Stablecoin Partnership
$PETV strong watch $CYN just ✈️ $CENN Earning on monday $CRTD strong $AC.TO Earning on Tuesday $NEGG CAN JUMP $BFRI CAN JUMP
Mentions
I have a 2016 and it still gets 32mpg…. AC works…. Why the hate
Landlords blasting AC and the vent is on my head. It's 13 C!!!
You need to buy a fan and turn on the AC
The recommended amount of emergency expenses to keep as a fund is typically **3 to 6 months** of living expenses. This emergency fund should cover essential costs such as rent or housing, utilities, debts, and food for that period. The goal is to have enough money to sustain oneself through unexpected events like job loss, medical emergencies, or major repairs without needing to rely on credit or loans. It depends on how soon you think you can find a replacement job/pay. Contribute to your workplace 401k if you qualify. Taking on a paid roommate in the house could also provide additional income. There would always be unexpected expenses with a house/appliance, hot water heater/furnace/AC/roof need to be replaced over time, car needs replacement so those would be big expenses not in typical monthly budget that need to be accounted for in future years.
Hear me out. Getting divorced. Take my 401k out which has around 315k in it. Pay the penalty. Take it to AC and put it on black depending on the dealers skin tone.
When they bought my home from me - the inspection consisted of a FaceTime call, going thru every room, while the rep took photos. And then a person coming a few days later to “confirm the status” of the home and that the photos were accurate. They never hopped on the roof, checked the AC, nothing. Just looked for cosmetic stuff
I have two homes right now looking to sell one and… 1.At *today’s mortgage* rates renting doesn’t pencil out in either metro I have a house in. It’s cool you got in and refinanced at 2.75%, but net/new landlords cooked in most markets on return. 2. I invest in real estate investment funds that yield ~12%. Even with the leverage advantage and appreciation, net of costs (taxes, insurance, repairs rentals don’t throw off that return). 3. A lot of rental owners I talk to have time bombs of properties. Roof and AC about to die. Local government that needs to raise property taxes to offset pension costs. State level politics that is trying to give property tax relief only to Homestead’s. The amount of people I talk to who have rental properties that when I ask them questions like: 1. What’s the IRR? 2. Did you fund this by cashing out a 401K, or not funding it? Give me terrifying answers.
It’s still 23C outside so either blast the AC @ $9,999/kWh 🙃®️ embrace insomnia here until passing out
Hey all, just stumbled upon this fix for my Yahoo Finance portfolio blues... My issue was that, even though the transactions for each security were listed, the calculated fields (Shares, AC/Share, Gain/Loss info, etc. etc.) would just show ---- The fix that worked for me: 1. Log in to **Yahoo Finance** and open one of your portfolios—calculated fields show “--” 2. In **Chrome**, click the **“View site information”** icon (left side of the address bar, just to the left of the site address) 3. Select **“Cookies and site data”** 4. Click **“Manage on-device site data”** 5. Delete the data entries for: * [**finance.yahoo.com**](http://finance.yahoo.com) * [**geo.yahoo.com**](http://geo.yahoo.com) * [**login.yahoo.com**](http://login.yahoo.com) * [**yahoo.com**](http://yahoo.com) 6. In the same tab, under **“Data from embedded sites,”** delete [**scorecardresearch.com**](http://scorecardresearch.com) (if present) 7. Click **Done** 8. Reload the page when prompted After completing those steps, Yahoo Finance rebuilds its local cache and **all calculated fields should render correctly again**. Hope this helps!
Redid the sod on my lawn and used it as an opportunity to snake a couple extension cords under the grass to the outlet on the side of my neighbor's garage. Think I've saved around $1k in power now that I have it hooked up to my central AC
At 6% no way in hell. I did this "on accident" in 2021. Did a cash out refinance for $80k for a potential addition we were hoping to do. By the time the loan went through building prices had gone from $150 sqf to nearly $250 sqf. I had gone from 15 yr 4.5% with 11 years left to 30 year 3%, and my mortgage payment went down $50 a month. Instead of using the money on the addition to the house we replaced the AC system, flooring and had the whole inside of the house painted. Out $10k toward a used car down payment and the rest we put into HYSA that at the time was at 5.25% and we funded me and my wife's Roth IRAs for 2 years out of the HYSA. The remainder is still in the HYSA and is our emergency fund. The point to my story is that while it worked out and the money was put to good use and has given us a nice safety net without putting undue risk on our home I would never have willingly tried to leverage that borrowed money into the situation I am in now or especially into the stock market, and especially not at 6%.
Emissions from a round trip private jet from the US to Europe (\~20,000 kg CO₂) equals \~1,800 days (about 5 years) of you running your AC at 68°F all day, every day.
Niceeee. Does the base model come with AC/Heat or nah?
I’ll pay 25k for a car with a crank window, no AC, and no radio….seems legit.
Sell the expensive funds in the AC accounts. Your cap gains is small at $313, so taxes would be minimal if this is in a taxable brokerage account. Work with the Fidelity reps and have them contact AC to transfer the cash directly to your new Fidelity accounts, then buy a low fee SP 500 index fund or growth fund.
Hey Alexa, play Big Balls by AC/DC I just bought more OPEN
Both firms own brands in both cold and coffee like segments. It’s like AB + CD -> AC + BD
Yes I hear you. If you try and forget all your problems and look at everything from above. Kind of like how a bird would see the world. I see people buying take out all the time. All these coffee places and fast food joints hand out one time use utensils and containers. Then they consume their "food's in their brand new and leased car while the engine is running because AC. Can't live without AC not even for a minute. While they are eating they are checking the news on their phone that has to be new every year and check the time on some smart watch. Then it's time to go home and pick up a new hobby and buy all the shit for it just to abandon it after 2 weeks. Just an exaggerated example here and I'm no saint either. I was guilty about a lot of these things, especially with fast fashion and stupid ass furniture but for over ten years I figured it out and I'm actually saving money every month. But as far as I know my luck I'm saving all this money so an unfortunate event will take it from me. Something like a medical bill because health insurance is shit.
I’ve had Spotify for almost a decade. I feel berated by the subscription price hikes and I’m also annoyed by being presented the same songs that I like in every sort of playlist. Fuck AC/DC and Synthwave nice and cozy to each other
Why is it AC/DC songs just never get old? I'm a powerload watch me exploooooode
Ok honestly? Go to a pool supply store and buy muriatic acid. It's hydrochloric acid. Go to the AC unit duct, pry it open, and pour it in. Literally within 24 hours every single inch of iron and steel in the property will be rusted completely through. The 1.4 million property is now worth $250k. Electric wring, plumping, ductwork, all of it ruined. But you know that. They'll be in shock, panicked, and you swoop in and buy. You spend $250,000 to buy, $100,000 to fix the damage, and there you go
AC is fixed, life is good
Batteries could maybe run your lights and a cell phone charger. If you want to cook with an oven, stove, or microwave or run your AC or heater you're going to deplete the batteries very very quickly, likely within an hour. Also, where will you keep the batteries? Will you have a gas detection system and evacuation system for hydrogen fluoride gas? Do you have the funds for this? Can you afford to replace the batteries every 3 years?
Room temp with the AC blasting
Well, you can’t drive either car for 1000 miles with full heating/AC at night in mountains. Why did you buy them? They absolutely do NOT satisfy your criteria? Your post clearly shows you have zero clue about EVs and today’s technology/limitations.
I spent more than this when my AC went out...
Correct every month. I'm the southeast of US, where the summers are hot and humid, so typically power is higher in the summer months because I'm running my AC alot more. I am trying to view a bill from a year ago to tell you how much I pay per BTU, but it looks like my system wont let me view a bill that old. What I can see though is in 06/24 I used 1550 btu @ $227, and 05/25 I used 1440 BTU @ $237. so in one year, I am paying atleast 10 dollars more for 100 units less energy.
Having to sit in AC for months on end sounds terrible.
Yeah, It can hit 110 here in the san fernando valley. But at least my car stays in the road. I have AC, its not a big deal. I don’t have to shovel my parking spot. Dont have to worry about my kids missing school for snow days.
You don't need to physically destroy the factories. All of the information to make the chips is in digital files in a computer. You can in minutes erase all of that information. The computers run at low voltages but are plugged into 120V AC or 200VAC power lines. You can easily bypass the power low voltage power supples and connect 120VAC directly to the computers and fry the electronics. you could do that on all manufacturing equipment and mainframe and laptops. The without access to replaciemtn parts it might not be possible to repair the equiment. And even if they could It would take year to repair the equipment. And ou still wouldn't have the software and design files to make the chips.
Disagree 100%. I always have a nice flight with AC, and they do a great job taking care of passengers. Saying Delta is better is how I know you're full of shit.
> A lot of first year staff make peanuts in any industry. Yep, and we all have sympathy for their peanut pay right? We all want them to be paid for 100% of the hours they put into work at AC, right? > What does a mid-level make? Can you believe they, don't get paid for 100% of the hours they work for AC on the ground, their pay doesn't start until the plane takes off? I know, it's crazy! > What about after the AC offer? The shitty offer is to get paid for 50% of the hours they put in! I know you're probably also devastated by that shitty offer, don't worry the union turned it down and are holding out for 100% coverage of their hours worked.
> AC offered 50% ground pay plus a hefty raise on top, which would've put them at the best paid in Canada. A fry cook at McDonald gets paid for 100% of the hours they work, so an AC employee getting paid for 50% of the time they work puts them as some of the worst paid in Canada. But please elaborate on how it's unfair that the union doesn't want to provide AC with free labour for 50% of their time.
Still boot licking for AC? Gosh give it a break
Holy shit at 300W, yikes. My current PC is already fucking my life up this summer with the hot temps. Can't game and have AC keep up at the same time. I mean, I can but the appt doesn't get lower than like 74F and that's unacceptable when the wife wants to sleep.
8% upfront doesn't even cover the cost of living in the last few years, let alone the last decade. How much was minimum wage in 2015? ~$11? 2025 it's, what, $17? That's uh, like a 65% increase? Again, flight attendants had already accepted a significant pay cut when AC was struggling. There was a promise to give back what was cut, but it was never fulfilled. So no, 8% is TRASH and a $2/hour increase for our new hires (basically under 5 years seniority) or ~$2000 annually STILL doesn't bring them above the poverty line. The whole agreement raise is garbage, and insulting.
It was sus when there’s a same screenshots kept being posted on TikTok!! It took a min to google and most airlines pay the same as AC lol
A lot of first year staff make peanuts in any industry. What does a mid-level make? What about after the AC offer? What about compared to say WestJet?
Vast majority of airlines. AC offered 50% ground pay us a hefty raise on top, which would've put them at the best paid in Canada. The union still said that was not good enough and blurted out first year flight attendant salaries and catchy one-liners about not being paid for some hours to fool the idiotic public.
8% is the raise for the first year. Total comp increase is 38% because it includes the partial ground pay. It's actually an amazing deal they offered and the union still said no. Hence, AC gunning for binding arbitration because it would mediate a fair deal. The union is the one against this amusingly.
From a Canadian perspective, AC is terrible. From an investment perspective, it's even worse. An overpaid and incompetent CEO, low margins, and a serious risk of permanent capital loss when poor decisions inevitably lead to dilution, nationalization, or a bailout. Rule 1: Don't lose money. Hard pass.
You're so dense. The only propaganda being pushed here is you who insists the COMPANY'S WORD wouldn't have a spin to it. Let's keep going. A 25% increase the first year, which would bring the average new hire yearly income to... 35k? What if I told you minimum wage ($17.75) working fulltime translates to 36k annually? What if I told you starting hourly wage in 1995 was roughly $20. Today it's, $27. We do both understand $20 an hour, THIRTY years ago was worth more than $27 an hour today. Around 2007, FAs took a significant pay cut in order to help AC stay out of bankruptcy, but with the promise they would get it back once things got better. Guess who didn't keep their promise. I'll give you one guess. Lastly, you chucklefuck, your "citation" literally says "Air Canada did not confirm if such a proposal had been put forth by the union." which is media speak for "this is information we were given by company issued press releases and Air Canada refuses to confirm not deny anything because they know their talking points untrue, or AT BEST, are half truths. The fact that you brought up McDonalds levels of service shows YOUR bias, by the way. It shows that you either are not fully aware of the *real* responsibilities cabin crew have, OR, you DO know but for whatever personal reasons you may have, choose to degrade the role in its entirety.
> My guy, I'm literally an AC FA. so in otherwords you're not an unbiased party and are pushing propaganda.
My guy, I'm literally an AC FA. It's embarassing how confidently wrong you are. There's a reason why AC has been repeatedly saying it would make us the highest COMPENSATED and not highest PAID. The upfront portion is EIGHT percent, FYI.
AC is complete shit. Plus I feel the workers are almost antagonistic to the customers. It's one thing to be professionally removed or act indifferent, but my experience has been that they almost want to get you annoyed.
> Whatever deal is agreed won’t the increased cost just be passed on to customers with increase air fares? Not necessarily. Air Canada still has (admittedly few) competitors. If extra costs are passed on, customers can go to other airlines. If AC wasn't worried about this, they would've agreed to take whatever deal the union wants.
Nice to turn the AC off and open up the windows
They treat customers like shit as much as AC treat them. The relationship between AC and them are pretty much over. They are likely to be fired and replaced the moment they take the deal. Come at me lol
Corporations only care about profits surprised you? You’re in stock sub lol not the AC sub. If they have to replace these rude workers with more friendly staff, pls go for it. I’m not defending AC, but this is likely the outcome and wanted by shareholders.
What are you talking about? Being rude and suck at customer service is a choice. Nothing to do with their wages. When they are replaced by new hires, don’t be surprised. AC is corporation and they only care about profits.
It's only recently been getting negotiated out, not phased out. It's in the AC offer though to get rid of it with rules similar to what Delta implemented on their most recent contract.
Most airlines also do this or just AC?
The funny thing is AC workers are known to have the worst customer service and very rude to customers. But they are on strike for higher wage. The whole thing is laughable.
Armistice Capital reported a [9.9% stake in SNDL](https://archive.fast-edgar.com/20250814/AC2FF22CZ22COJJ2222U2ZO2RPQ5ZZ22X272/). Armistice Capital primarily invest in biotech stocks. Looks like they have had an investment in [InMed Pharmaceuticals](https://www.sec.gov/Archives/edgar/data/1728328/000117266123001121/armistice-inm123122.htm) for several years. Also an investment in [180 Life Sciences](https://www.sec.gov/Archives/edgar/data/1690080/000117266124005128/armistice-atnf093024a1.htm) who have a CBD drug in their pipeline, and [Lexaria Biosciences](https://www.sec.gov/Archives/edgar/data/1348362/000164033424001844/lxrp_424b3.htm) who also deal with CBD/THC. Armistice also randomly have a non-biotech cannabis investment in [Greenlane Holdings](https://www.sec.gov/Archives/edgar/data/1743745/000117266124005175/armistice-gnln093024a1.htm). I'm sure some of their other biotech investments have CBD/THC connections, but these are just the ones I found.
It’s not America-centric. Plenty of other countries have the same issues of dated infrastructure, lack of investment for improving their infrastructure/grid, and energy demand continues to rise. Unfortunately, Americans will do the opposite of say Europe if there is an energy crisis. Europeans proactively/voluntarily reduced their energy consumption when they faced extreme demand shortages a few years ago. I would bet Americans would crank their AC or heat if asked to reduce it, just out of spite.
Bruhs does it make sense to have your AC run all the time, or just cool it when you're home?
AC been busted in the apartment for 4 days now and I still haven’t been assed to put in a work order cause I’m a true Floridian 😤
put icecubes in a bowl, big bowl...put bowl in front of fan...DIY AC
I wish I was rich enough for an AC. It’s like 400 degrees here in NYC and my fan is just blowing refined humidity back at me.
I do have AC but at a certain humidity level your balls will be dank no matter what
Sucks to be a poor and have no AC
Guess you'll have to go hang out atvthe bunny ranch til AC is fixed.
My AC is broken and it’s 88 degrees in my house
My AC/Share on TLRY is 1.66$, and I’m down just under 9000$, what are the odds I somehow break even by the end of the week?
It’s not if we get in an energy crunch. It’s WHEN. California already can’t keep with running everyone AC units and charging their electric cars. It’s only going to get worse the more AI is implemented. Nuclear will be the best and only option I think. If I had to guess, it’s probably the quickest to implement at scale too.
Too hot to go outside so I'm gonna sit here in the AC and read mouthbreathers posts
That has been my experience too. The rooms are the worst in the hotel and it has been misrepresented. There always seems to be something wrong with them: no AC/heat, no hot water, damaged or run down. I quit booking with them after my last trip to Europe.
> The problem is (with R22) it's so expensive that the average home owner can't afford to charge up a leaking system It’s significantly cheaper to recharge and old unit vs. installing a whole new system. I have an older AC and have no plans to replace it currently >if a part goes out it’s hard to find replacement parts Never had an issue sourcing parts. People say this about a lot of things without ever trying to look >In the end they are forced to upgrade On a long enough timeline - sure. I drive an older car and you could say the same “you won’t find parts! you will be forced to upgrade!”
>They are like the only one to use r-32 This just isn't true. One in 3 AC's in the world are a gree and they have r32 launching
>It’s not optional. You want AC? You use R-454B. End of story. False. You can buy R-22 and other types of refrigerant still to recharge old systems. No need to be misleading
CCJ or DNN; supply to demand for uranium and outlook for power needs, fundamentals on CCJ are strong, contracting is long term, customers are typically buying huge quantities and contract types are changing, political climate is favorable for nuclear, and government policy and is shifting towards fast tracking and green lighting projects. Only risks are tariff effects on canadian product, but AI demand for power combined with added strain of electric vehicles, AC and cooling in warming cities, etc. is providing higher demand for all energy supply, rising tide will raise all ships. Personally, these companies but its been long and come new uranium prospects are better undervalued deals right now as well, just been keeping my eye on them (CCJ +97% over year)
Daikin, the *largest* AC manufacturer in pushing hard for R32. They have data to back up their claims that R32 is better for the environment due to better efficiency over the lifetime of the equipment. My shop and many of our competitors are installing R32 exclusively because it is not a proprietary refrigerant. Nobody in the hvac/r world wants another proprietary refrigerant.
Who is developing an electrical grid? We're using systems built decades ago. We can barely keep the AC on without blackouts.
At least I can cook my food outside, saving electricity for the AC
Anything plumbing and HVAC. PH, MAS, TT, etc. no matter what happens, most people on the planet are going to use the bathroom tomorrow morning and turn on some sort of heat or AC.
The other thing I like about them is that something like ~90% of the AC manufacturers signed up to use r-454. People are forced to use it whether they like it or not
While that's correct there is a process by which companies can lobby for tariff exemptions on individual products, and companies which certain political connections have already been shown to receive preferential treatment: https://www.cambridge.org/core/journals/journal-of-financial-and-quantitative-analysis/article/political-economy-of-tariff-exemption-grants/6777AC0EB32328B3E45A617F9B3E07E5
PH, MAS, MCK, TT, GNRC, WMT. Regardless of whatever happens with AI and semiconductors, most people on the planet are going to use the restroom and take a shower tomorrow morning, get their mammograms or whatever, turn on the heat or AC, and buy groceries, even if they’re eating Walmart casserole. Use your fun money for the trend of the month! But from your list GOOGL and V are good long term buy-and-holds.
absolutely agree on these systems not keeping up with charging vehicle itself. If im not mistaken, new priuses tiny solar panel adds about 3-6 miles of charge a day of sitting in the sun. but that is just 180 watt array. what the pivot is for Solis and Cor set, is you basically have a power bank with inverter, with output of 12v dc and 120v AC, and that alone provides countless use cases. Simply put, ecoflow but in your truck bed that charges your battery pack as long as sun is out. Neat.
Car shop tells me “we can’t fix your AC problem that will have to be done at a dealer” Step into the car and the AC is working 😎🥳😮💨🤯
My investment thesis follows what I guess you could call grey swans (I have no clue if that's already a term). They're not massive catastrophic events (yet) but rather gradual changes that are well evidenced to be happening. These are a few of them, although I have about 20 in total. 1. Climate change is causing hotter summers and colder winters on average. HVAC manufacturers will benefit from hotter summers requiring AC in places that didn't previously require them. Homes, data centers, warehouses, will all need cooling. HVAC manufacturers will also benefit from the push to heat pumps over gas boilers for heating in order to decarbonise. More extreme weather patterns will also mean we need to invest in water management, benefitting companies that produce water management solutions. 2. Antibiotic resistance is growing, meaning we will eventually get to a point where simple infections that are currently easily treatable become life threatening. For this reason I avoid anything to do with healthcare and healthcare insurance, although I am keeping an eye on pharmaceutical companies that are working on novel antibiotics. 3. Urbanisation. 70% of the worlds population is forecasted to live in cities by 2050, which will create demand for companies involved in construction and transportation supply chains.
SE Asia ruined me. Sleeping in a 4 star hotel for 40 bucks a night. $100 to feed a large grop at dinner. Easy to talk to women who actually fits in clothes and don't hate men on sight. Getting a grab taxi for the price of an Uber tip. Granted it was hot as fuck but AC was everywhere. The first day I returned back to the states, a hobo karate chopped my car window.
Holding my 6 month old iPhone 16 pro to my car’s AC vent so the fucking earnings call will load
Congratulations, you hit the nail on the head - luxuries are more affordable than ever. Necessities are not. Housing, food, healthcare? Astronomically inflated compared to the 80s TVs and AC Units? Wow, what a deal!
Masculine urge to tell the office to lower the AC
Tell me about the hard days when there was no AC, uphill walking both ways and spy would be red
JPow the kind of guy to not let his kids turn the AC on in the summer
Yeah, clearly that was the secret sauce.. I’m always at mangos casinos in AC! The winning is terrific! Oh wait, they went bankrupt that’s right
Did any of those events of people losing jobs and store fronts being abandoned front run the 08 recession that seemed like warning signs? I'm starting to see more abandoned store fronts, a Mens Warehouse that was falling apart and haven't fixed their AC in a year, and my first friend who got played off.
Can anyone speak on what it felt like out in public prior to these crashes that could have been warning signs? I was in high school, but I remember after 08 how there were lots of strip mall businesses closed down and not getting replaced. Just recently, Im starting to see simlar closed storefronts, a Mens Warehouse that hasnt fixed their AC for apparently a year, and I had my first friend get laid off after surviving 4 rounds.
AC got my nips ready to cut glass
man. so my main AC in my apartment overheats and just now it's starting to cool off without shutting down. I had a portable AC setup in another room which cools off that room but is a single window source. I walk in that room and I immediately smell skunk. jesus christ. worst night ever.
Meta AI is plenty embedded I will give you that. Does it make me more likely to use insta? No. I dont need AI to navigate instagram. xAI. Incredibly embedded. He’s putting it into Teslas. Do I need AI to help me turn on the AC? No. OpenAI lost $5 billion in 2024 while generating $3.7. xAI is burning $1 billion MONTHLY while generating minimal revenue of like $100 million YEARLY. There will be plenty of AI in 5, 10, 20 years but a bunch of businesses will lose gambles on trying to figure out what that looks like
How do ppl in Europe have sex with no AC? Truly unfathomable
I know plenty of people who'd celebrate a $600 "stimmy", and sure, it's "free money" except it's...not, and really, it just feels like a pittance that won't really help the citizenry. Given how much prices are skyrocketing, $600 wouldn't even be enough for a big emergency like broken AC or car. It just feels like a slap to the face to me, and people **will** call me crazy (and worse) if I said this to their face.
The AC industry is fucked...EVERYTHING is made in china and Asia. I'm surprised it has not been a bigger story this year. I'm guessing US distributors like many industries stocked up but that will only last so long. If you need AC parts I'd buy them TODAY.
OP forgot to post the article: https://stocks.apple.com/AC2iiBik9RuilAr6dIc--AQ
saw an article on Reuters released at the same time: https://stocks.apple.com/AC6J8AtctQXOu6c6ddeKpWw