Reddit Posts
YOOO The Mahds in here are WACK AF. SAME RUNUP AS JAN 21' GHE EME EE TO THE FUCKING MOON
We deciphered ELON MUSK's next move from twitter. It's AMC!
Mentions
You are right, I think these sorts of stock are best aggregated across the spectrum of time and risk. EME.L is one that has a binding agreement in place to sell gas to Singapore, still great multibagger potential but more de-risked than UOG. The reserve probability is 40% - 66%. with average upside (by my calculations) of 146%. In my book build so far My aggregate purchased reserve probability across four small cap exploration stocks is below: https://preview.redd.it/zega1selb6pf1.png?width=472&format=png&auto=webp&s=997d80c958953f0f39629c60de765713e1e476d8
It’s not just about performance market cap and growth, the committee emphasizes stability, lower volatility, and proven track record, among other things. There’s a reason why $MSTR isn’t in SPY. As to EME over FIX - best analogy I can use is IBKR getting put in SPY before HOOD
S&P selection isn’t always about who’s got the better chart or fundamentals — it’s often about index balance, sector weighting, and consistency in earnings quality. EME probably checked more of those “index fit” boxes even if FIX outperformed. Frustrating as a shareholder, but that’s how the committee plays it.
> SoFi I haven't seen any reports of them joining. Only Robinhood, APP and EME (Emcor Group).
HOOD, APP mooning, EME bare budge Dang, all 3 being added to S&P 500
EME is most definitely not a meme stock. They’ve grown EPS by 300% the past like 3 years
Was in Mod in the past. Créeme was the one who brought them up! Dude finds some great picks. This was like a year or two ago. I’ve been doing really well with scalping momentum. I bought some ERJ calls when it fell after the tariff news. Been killing it with stuff like RDW. Wait for a major day down and then buy the call just out of the money. Stoked for IESC. Based off FIX and EME, should be good. I bet you the residential numbers will look weak though.
Mine is weird. USLM and BLDR falling big but EME, META, and CLMB printing. I added to ASML too
FIX and EME are just feasting
$EME Q2 EPS $6.72, consensus $5.72 -- Q2 revenue $4.3B, consensus $4.11B. -- Raises FY25 EPS view to $24.50-$25.75 from $22.65-$24.00, consensus $23.80 -- Raises FY25 revenue view to $16.4B-$16.9B from $16.1B-$16.9B, consensus $16.46B.
Want to make real money? Buy profitable companies with great futures such as MOD LEU CEG VST NRG MYRG EME. These are all the energy players that are going to power AI data centers and the US grid in general. Those are some of my large holdings in the energy space. Energy space has a long runway, lots of tailwinds and analyst love them. If you are fortunate enough to cash out with a big win. Diversify into these or other profitable companies and I will see you at the Yacht Club :)
$FIX and $EME just continue to deliver. I’ll hold these companies for a long time most likely.
A lot of these names - GEV, PWR, EME, etc - have already ran a lot. The industrial/utility/energy "ai adjacent" names have run for over a year already. In a best case scenario this could continue to be a nice theme for the next 3-5 years, but it's not early innings/a lot of the easy money has been made in something like GEV that's up almost 300% in the last year.
EME! I like it! Take my money!!!
"Looking for stocks that can (or starting to) take off and could become big players in the near future." IMO if a growth name isn't up quite nicely in the market that has been the last two months I would question what's wrong with it. Have already started to trim a bit some of the things that are up substantially in a very short period of time, things like NET up more than 100% off the low of less than 3 mo ago and ASTS practically going vertical up 110% in a month. I'd rather wait for better opportunities in some of the better/best growth stories than buy something so-so because it hasn't run up as much. " AI, space, robotics and defence stocks are particularly great nowadays" Industrial stuff like FIX and LMB up a lot this year and over the last 5 years (LMB up 3,700% in the last 5) but nobody buys these things on here because they're not flashy companies. VST/TLN/CEG in utilities. PWR/EME. All this stuff that keeps doing well but nobody seems interested because it looks boring on the surface - yet something like PWR has far outperformed most of the mag 7 over the last 5 years. Mitsubishi Heavy Industries in Japan up a bit over 1,000% in the last 5 years. Even with tech there's barely any discussion of tech on here that's not mega cap tech - NET up a casual 100% off the low with no mention. PLTR had such skepticism and now people are asking about whether it's too late or not. Euro defense is a good theme with the spending that will occur, but Rhinemetall up 264% in the last year and 2,100% over the last 5 years already takes a fair amount of that into account.
There is 1 new signal for today. Let's add **EMCOR (EME**) to the portfolio today by: \-- buying to open 2 Sept. 2025, 500.00 Calls at as close to 33.00 as you can or better. \-- and selling to open 2 Sept. 2025, 510.00 Calls at as close 28.70 as you can or better.
Up front question, looking for AI infrastructure plays for Gulf area AI buildout. Companies like EME FIX MZT STRL HON JCI are well established in North America but are they as well positioned to pick up work in the Gulf area or will they be shut out by India, China or other SEA countries? Researching the likes of EME FIX HON over the last month, I am wondering if they are played out/range limited.
EME or TTD if you want to be speculative. Vertex if you’re feeling more conservative. My next buys are some EME and some more GEHC
EME is cool. I personally already own FIX and LMB. Plus CARR for my HVAC stuff, so didn't want to get too concentrated. LPLA is another interesting name for financials. Valuation isn't too terrible: [https://stockanalysis.com/stocks/lpla/statistics/](https://stockanalysis.com/stocks/lpla/statistics/) Much bigger company. If you don't know them, LPLA is the biggest player in the independent financial advisors space. So when someone has their own office, more than likely, they are using LPLA stuff. They are pretty well known if you work in the industry, but most people never heard of them. Here's the latest investor presentation: [https://investor.lpl.com/static-files/99e9ca06-8828-48a2-a83f-e1a5e987467c](https://investor.lpl.com/static-files/99e9ca06-8828-48a2-a83f-e1a5e987467c)
Ill probly end up taking another look at them after this ER, i dont really have anything in that sector. EME looks rad, i took a look after you mentioned them this morning
$EME Q1 EPS 5.41, consensus $4.62 Q1 revenue $3.87B, consensus $3.78B. Tony Guzzi, CEO, commented, "Our first quarter results-which include 12.7% year-over-year revenue growth, a 22.6% increase in operating income, and $11.75 billion in remaining performance obligations-demonstrate the continued strength of our business. Once again, results were driven by our U.S. Electrical Construction and U.S. Mechanical Construction segments, which had year-over-year revenue growth of 42.3% and 10.2%, respectively, and operating margins of 12.5% and 11.9%, respectively. Narrows FY25 EPS view to $22.65-$24.00 from $22.25- $24.00 Consensus $23.18. Affirms FY25 revenue view of $16.1B-$16.9B, consensus $16.37B. Affirms FY25 operating margin at 8.5%-9.2%.
LMB seems to be significantly inferior FIX just at a glance. Looking at their revenue growth, they've basically been flat since 2018 and haven't capitalized significantly on the AI trend. They've also diluted shares and from an investment point of view, they are trading significantly more expensive than FIX. They've had some margin expansion the last two years, but overall, not much else. I'd definitely put my money on FIX over LMB. EME also appears to be more compelling that LMB, though of all three I believe FIX to be the most superior.
There’s a ton of great companies that never get reported on. EME is up there. LMB is one my favorite names in the HVAC space. I’d say like 99% of the market has no idea about these companies.
i bought EME ETN. geeat stocks. how it would get down more before it goes up. with so much backlog of orders, they both would grow
Why are half the stocks tied to AI and data centers in the same position? The market has been hit pretty hard in the past few months and stocks tied to the data center/AI megatrend have been among the hardest hit - and medium caps tend to get hit harder than large caps (EME is a medium cap). The same share price movement pattern can be found on many of those companies whose stocks are heavily correlated (eg ETN, EMR, VRT). They're up 430% over 5 years and beyond the recent downturn for data center-related stocks they have been on a very steady uptrend for a long time. They are expected to continue growing at a fast rate (one of the benefits of medium caps!). When this group of stocks finishes its correction and returns to growth I believe EME is a gem worth holding.
Do you have concerns with the recent drop in EME and related datacenter construction names? It seems like the market is expecting AI CAPEX reductions going forward with how hard these names have fallen in the last few weeks.
I am quite happy with EME - it's a great play on building automation and data center/foundry construction. Has been a fast grower for years and isn't slowing down, helped by several secular trends. Has a great cash flow and is in a strong position financially.
Strong growth stocks are not going red. Just look at RDDT and EME. Even SOUN +12% . Market going red cause of mega caps/big tech.
EME and LNTH had some solid reports this morning.
Just one thing to be careful of with the ER, FIX basically opened like +8% on the day after their report and ended up red by the end of the day. I think it's possible that EME can have great earnings and still even might sale off. Best of luck with the position though!
I bought EME today. They report this week Expecting strong earnings but who knows how the market reacta
FIX only up 2.5% after absolutely obliterating their earnings in every way. I just added to FIX and EME
NVDA EME  my TSLA puts 
I am mostly looking at smid caps right now for good deals, things like EME and FIX are interesting have been getting beat up since the deep seek stuff. Also some semi conductor equipment names like ONTO and LRCX are good buys. Everyone gets so hyper focused with the mag 7 and they deserve credit but there comes a point where there’s other things in the market that are actually good deals.
Watching FIX and EME here. Both seem like good long term plays and the froth has been pulled out of them now
Any reason why FIX or EME wouldn’t be able to continue to benefit from this build out? I feel like they’re pretty overpriced and all these projects are built into the current share price but I’d love to hear your take on it.
I think I talked myself into buying EME.
Emcor (Symbol: EME) has a shot at getting added this time if they want an industrial with no debt and good leverage to the growth in artificial intelligence.
No kidding. This would have been an interesting conversation 3 years ago when ChatGPT first appeared on the scene. Now anyone who is an active investor and has any focus on growth will have invested heavily in everything OP is interested in - I know I am. ETN; VRT; EME; EQIX; AVGO; LRCX; TER; ACM; KKR all lurk in portfolio somewhere for that reason - and I'm up over 100% on VRT and 200% on AVGO and NVDA in just a year or so. It's not necessarily that OP missed the boat - this is a long-term growth opportunity - but they certainly missed the first major leg up.
This seems like a decent AI etf (I'd rather EME than EMR nad maybe GEV than HUBB) + a few other random things. A concern is that this would be a very good portfolio if you started it at the beginning of the year. Now some of this feels like some degree of chasing at this point.
Goldman Sachs initiated EME(Emcor) as a Sell rating. That’s an interesting one. Not that analyst ratings matter
I looked into them briefly a few years ago when I doing a lot of research on the engineering and construction names. Never bought them, since I went with like FIX, STRL, and EME.
My 3rd grader could have come up with these suggestions. The fact that you’re not even talking about superconductors or energy infrastructure is a huge miss. EME, AGX, PLTR, AMSC all good plays
BDT. Bird Construction based in Saskatchewan trades on the Toronto stock exchange. it's a great company has been beating expectations They build nuclear power plants. Google it. I also like EME, Emcor group, a mechanical electrical construction company Trades in the US. Very good performance. It's worth a look.
You talk about AI and the potential but are piling into all the names everyone else owns. Aside from NVDA (arguably already the most popular/widely followed stock on the planet), you're focused on the spenders and not the beneficiaries of the spending. VRT? STRL? Both up more than any non-NVDA mega cap tech names. PWR/EME? If you think that AI will benefit industries, why not something like GEHC? If you think that AI will have that kind of a benefit in medical diagnosis, why not the largest (I think? If not, certainly top 3) imaging company? You make a mall comparison and talk about the retailers but have this sort of "Field of Dreams"-ish view of "if you build it they will come." What if they don't? If they don't the beneficiaries of the spending make their money anyways. And I'm not saying that you're wrong, but for all the hype over AI in this post, the core is that it's going to transform industries in "ways we can't imagine yet", which feels Cathie Wood-ish in that it doesn't entertain the possibility that the hot growth theme doesn't go 100% as hoped. Yes maybe it will do a lot of great things but "it's going to do everything great" feels "all the disruptive growth themes are going to the moon" from 2020/21. It's just not a balanced discussion and while the potential is significant there's certainly risks. "Anyone else rethinking their portfolio with AI at the center?" Nope. I have tech and non tech exposure to AI but don't really see the need at this point to dial it up (or down.)
Deep Yellow (ASX:DYL), Bannerman Energy (ASX:BMN), Forsys Metals (TSX:FSY), DevEx Resources (ASX:DEV), Lightbridge Corp (LTBR), Energy Metals (ASX:EME)
EME, FIX, STRL are others. I think a lot of these names are currently overbought (could get more overbought but are currently overbought) and short-term it's starting to feel like FOMO in these names. If the AI "best case" scenario plays out over the next 5 years then I think these remain interesting long-term stories. If the worst case scenario plays out (not saying it will, but lets say if the AI theme somehow materially disappoints in some manner), you have a lot of names will elevated valuations vs prior history based upon AI demand and these names will definitely go South. I've been long some of these names since last year (am less long than I was earlier this year, but still long) and it's been one of the best thematic plays I've had in recent memory.
LMB, FIX, EME, PWR, HDMPF, VST/CEG, IESC, etc. They will do well as long as spending on data centers continues to ramp up - and given all the permitting, regulation and other elements that it takes to build anything large scale today - that will likely take a while.
I know EME Basically... due to hungry data centers or projection, their revenue and potential is high these days, correct? Where do you see their potential in the next 10/20 years? If you need real estate to build hydro setup. Will it flatline eventually? I like EME other expertise.. but I'm reading their main source of business is electrical grid
PWR, EME That is all you need to know folks
>PWR and EME looked like the perfect companies for the job. Still bullish?
Commercial construction is even better. STRL IESC BLD EME.
VRT - 16.84% POWL - 26.10% THC - 12.83% EME - 35.08% I am in high school, so any advice is welcome, but my money is relatively limited. I have a 97.18% return over one year because I struck gold with SMCI, but have slowed down considerably since. VRT and THC both released earnings reports this morning and it is looking good. Is there any reason to get rid of VRT? Also, I am looking at LMAT as a potential buy. Opinions on that?
EME (Emcor). They build data centers. Their stock chart is basically a straight line up. Never heard anyone talk about it though
I'm sure they do prefer their most profitable regions to grow vs. those that don't. It amazes me that these figures are reported quarterly and regards here are "maybe it's not growing in the right regions". Their biggest market is still the UCAN region, in which they're still growing. Second biggest is EMEA, in which EME has the biggest share. All to say that they are definitely growing in their most profitable regions and shorting them really is as regarded as it sounds...
January of this year. I was reading a book and got an idea that to power the AI datacenters there will need to be a rewamp of existing electrical grid. PWR and EME looked like the perfect companies for the job.
I don't know that there is a growth story that is underappreciated at this point and as a result I've been looking at quality slow growth/value names recently. Outside of tech, I've liked TMDX for a while now but at $145 a share up 88% YTD, it's not underappreciated. I've owned LLY for a couple of years now and there was incessant negativity about the obesity drug theme, but not so much with it nearing $1k a share. The industrial/utility AI beneficiary trade got overdone imo (CEG, EME, PWR, VST, etc) and maybe they still do well over the next 5 years but I think you have to hope for a best case scenario. There's a lot non-tech that I like (and have liked) as long-term holdings but there's very little where it doesn't feel like a lot of people don't already like them as well/a lot is priced in.
EME/PWR Also SMCI is just getting started
A lot of the sort of momentum industrial names are being sold off again. GEV, EME, etc.
4% into of the following stocks: NVDA, EME, PWR, AMZN, LLY, SMCI, GM, SFTBY. 32% DCA into Nasdaq. The last 32% leave in money market funds to look for investment opportunities.
It went public in 1984 and is down 20% since then and has had considerable volatility over time for not great long-term results. If you look at the very long-term chart there are multiple instances of it going up considerably only to crater again - you mention the stock is up 150% recently (perhaps on hopes of some involvement with infrastructure spending?) but before that it lost about 85% between 2017 and 2023. I'm not really familiar with the company, but that long-term chart is "stock ramps only to then enter a period where it looks like it's going to 0 then ramps and then craters again." If you have a thesis why the next few years looks different and this can build upon the recent 150% gain off the bottom rather than eventually having another cycle lower like the past, then great. If it was that but the general trend was higher over time that would be something but it's still below where it IPO'd. The fact that it has missed 7 out of the last 8 earnings is a negative too. You mention FCX - I do have a small position. I was more bullish infrastructure earlier in the year but have sold some of what exposure to that I did have (EME entirely, PWR sold some, reduced some others as well.) Good luck and hope it goes well for you.
Not as exciting as some of y’all, but I opened a 50 share position in $EME at 372.
NVDIA vs EME vs SMCI
meme stock is only for very short term. Looking SMCI, TWOU and EME will go the moon soon
CHWY, TWOU, SMCI, NVIDA and EME go to the moon
EME and SMCI meme stock go to the moon
You didn't mention anything about construction. I like EME, STRL, LMB, IESC, and TPC.
I was expecting this after we saw EME beat earnings by a long shot.
I’m up 40k on an initial investment of 5k starting February 1st 2024. All different call option plays. Made 30k on EME lost 10k then made 18k on DJT
Haven't looked at the fundamentals, but I always double check a few sources when looking peg when it's a outlier. Like gurufus has the PEG at 1.4 [https://www.gurufocus.com/stock/EME/summary](https://www.gurufocus.com/stock/EME/summary) Same with stock analysis [https://stockanalysis.com/stocks/eme/statistics/](https://stockanalysis.com/stocks/eme/statistics/) Even doing the PE/EPS growth, if you use the EPS 5Y growth rate, it would be like 27.29/22.36, which is closer to 1.22 Even using last years growth, which was **5.91**, that's still close to 4.6 I don't think it's as cheap as it was before their last earnings report, but still a great name to with a pull back.
What about EME at these levels? Looks unstoppable but the PEG is at like 27 per Finviz
Aye, everywhere. I like $EME.
Awesome thanks. I'm also adding EME (Emcor Group) and STRL (Serling Infrastructure to my portfolio for install/integration. ' What about Modine.. they're taking off no?
Check out Modine Manufacturing (MOD). Also, the companies that design and implement these HVAC systems... like Emcor Group (EME)... and construction companies (contractors) like Sterling Infrstructure (STRL). Cool thing about Vertiv is they do immersion cooling, necessary in high density compute environments... and so does Modine.
The boom will continue for another 5-6 years. New "Intelligence factories" are going up everyday, with tons of gov't subsidies going into construction projects. Dallas I hear is blowing up ... anything related to datacenter builds is blowing up. Emcor Group (EME) is an interesting company, Sterling Infrastructure (STRL) is another. Investing in the power grid is something to consider, I like Vistra here (VST) ... but there are many to research.
Much less Apple than that, don't want BABA, not buying EV names at all. If I wanted auto exposure I'd rather BYD, Porsche or Exor - which has large stakes in Stellantis and Ferrari. The other aspect that people still aren't talking about are the grid improvement plays like PWR and EME, although both have certainly run. There's other names that have had a tremendous year already, too. CEG - a utliity - is one of the year's best performers. From PWR's earnings presentation - ''Electric vehicle (EV) penetration is beginning to pressure the electric distribution system in some areas, and we continue to believe EV adoption in North America is in the early stages of a long-term transition and that large capital investment in the electric power grid is required to accommodate growing EV load demand over time. We do not believe it is a question of if EV adoption increases but how fast the increase will be. We expect that the issue in the near to medium term in most regions will not be the ability of supply to meet overall EV load demand, but instead the inability to move supply to areas with accelerating EV-driven load demand through the current distribution system. We believe managing the pace of EV adoption will be one of the biggest challenges facing our industry and that we are uniquely positioned to work with our clients to address this challenge.'' So, with AI using more power at data centers, EVs, on-shoring and electric trucking, grid improvement plays are broad plays on all these things without having to bet on a particular brand. They could use a correction, but I think that's potentially a multi-year growth story that I still don't see talked about.
''Elon Musk: AI will run out of electricity and transformers in 2025'' https://newatlas.com/technology/elon-musk-ai/ Just starting to see headlines of people talking about this but I've only seen me and 2-3 others talking about it on here. Everyone wants only tech names, yet there are industrial and utility names mooning. CEG up a quick 47.5 percent YTD, peer VST up 43 percent. EME up 50 percent. HMDPF, which u/creemeeseason has talked about is more than a double since last Fall.
$EME EMCOR Group Q4 EPS $4.47 Beats $3.55 Estimate, Sales $3.44B Beat $3.36B Estimate
Im liking FIX, or EME right now, seems that a lot of people do too with their crazy high ask price
As /u/creemeeseason said, I've been posting about the general trend of electrification and physical data centers for a bit now. Like $STLR is growing like crazy, they do a line of business called their e-infrastructure which is warehouses and data centers. Then there are companies like $IESC $FIX $POWL $NVT $VRT that more like electrification/data center plays. You can also look at companies like $EME and $PWR which is more a play on grid maintaince and updating.
Of course, here's a list of ones I own/like, please do your own DD before buying anything. For Grid/Electrification plays: $PWR, $NVT, $IESC, $EME, $FIX, $ATKR, $POWL, $NXT (more of a solar play, but they produce the array/holders of the panels, not the actual solar pannel). More than happy to share any other ones, but those would be more infrastructure and reshoring. I screen for companies, is usually my first step. Then look at companies competitors. More than happy to explain more or help out with what has worked. I created this post a few months ago that goes more into detail: https://www.reddit.com/r/stocks/comments/18s6n11/some\_things\_that\_have\_helped\_in\_my\_investing/
That’s why I always bring up electrification and physical data centers as great trends to be in, same with HVAC. I’ve done well with companies like FIX and IESC, that do electrical work for data centers. Opened up a position in EME the other day and excited to see POWL earnings after the market close.