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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!
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TER? EME? I’ve watched MPWR moon and it doesn’t seem to stop.
AMD, INTC, ARM, EME What the hack, why is everything pumping when I don't have calls, and was dumping hard while I had?
Find what make company slow, buy that. Need more sand rock? AMAT Need more chip? J, EME, PWR More science air? APD, LIN etc.
Well yes, you’re right, most if not all names tied to data center build out would crash. Definitely wouldn’t be just MU. GEV, SNDK, FIX, AMD, Mag 7, ASML, IESC, LMB, EME, ANET…everything in the AI blast zone would get hit hard. You can sort of just look at Deepseek to see.
Like something like this: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) in that post I call out STRL, IESC, FIX, POWL, NVT, VRT, EME and PWR. That was on Feb 23,2024 If you bought everything that day: STLR +415% IESC +406% FIX +472% POWL +332% NVT +183% VRT +361% EME +386% PWR +286% Not too bad if you ask me.
Woo-hoo, EME is back up again!!! After I lost all my 20k on them. Now I can look at them rising from the bench. What a great view.
Too many to list, but the ones I see with the most potential right now for the price they are at: MSFT, RKLB, NVDA, ELF, EME, SOFI, and CELH. Others who are not quite there yet IMO and still have room to fall before they bottom, but on my watchlist: GOOGL, AXP, and AMD
shhh, so I sold my SPY puts early... well :c I think it's just this kind of the month. this kind of freaking week. Maybe someone need EME 780 Calls? Cheap as hell, bough them x5, good deal, guys! https://preview.redd.it/7u4pzbeeftpg1.png?width=2004&format=png&auto=webp&s=5d3b0f1629717984af0a12e814638299fddd2e00
ELF and EME are both looking good right now. NME and GLD will probably run for a while despite periodic sell offs. AMZN is always an excellent long-term buy and is priced attractive right now. AMD is expected to run hard this year. With the exception of the gold and mining stocks I mentioned, all the others are an incredible value right now with significant upside either in motion now or about to run.
36 on disability but fortunate enough to have built a savings prior to that I've been able to grow. 80% U.S. Stocks (I have done well in tech over the years, currently in the following: GOOGL, NVDA, MU, KLAC, TSM, EME, AVGO) 15% International ETFs (EWY and EWJ) 5% Cash
It's funny because I post more in the daily's have brought this name up over the years. I still hold my shares for a few reasons. One is that I haven't seen anything bad in terms of the earnings of the company. Until the thesis breaks, there's really no reason to sell in my opinion. Like what Peter Lynch says: “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” I do think there is going to be a point where CAPEX cut does happen and I will take a hit on the shares, but I have no idea when that is happening. Again, I'm in a difference place than most investors since I've been long for a long longer and I don't mind if the stocks drops like 20% on CAPEX cut fears. Rather see the numbers before I over react. Like here's an example of something from 2 years ago: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Call out IESC, FIX, POWL, NVT, VRT, EME, and PWR. I lucked out since around 3-4 years ago I was buying electrification and physical data centers stocks before AI really took off.
Sounds like we have similar portfolios, same highest 3 holdings. Then some KLAC, EWY, EME and TSM as smaller positions.
Buying heavily into EME and BRC - not touching large cap stocks for now.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
Might I suggest other AI infrastructure plays such as EME, FIX, VRT and APH. They’ve been on a monster run and now looks like another entry point
Just opened a position on EME 3 jan16 2026 670 calls for $11.75
RKLB, BE, FN, IONQ, HIMS, GSAT, FIX, EME... all pumping for no reason... oh there's a reason alright
Take a look at EME in the meantime it's got huge upside and seems to be building. Loads of orders due to go through
confirmed announcements for Empyrean Energy PLC (Ticker: EME) from the start of November 2025: • 11 Nov 2025 — Duyung PSC Update: Operator of the Mako Gas Field (Duyung PSC) placed its securities on trading halt pending a farm‑down announcement; Empyrean holds ~8.5% interest.  • 13 Nov 2025 — Holding(s) in Company: Notification that Nortrust Nominees Limited acquired 73,000,000 ordinary shares, representing ~1.28% of issued capital. 
The sky is falling the sky is falling! 😅 AI boom is real, unprecedented profits for these companies. EME, CLS, PWR, NVDA, VIST- I'm buying more on the dips! Loaded up APRIL 8, getting near levels to do it again- selectively tho
Those are two good picks. I've been watching them both for a year or so now. I'd suggest EME and IESC, too. They're on the construction side of things. You seem to have good judgment about all this. I think you'll do great.
Some stocks that look poised to rise immediately: VERI, LRN, EME, DPRO, SFM
I think $EME guided down a bit on revenue and EPS. Down like 14% in the premarket.
At first glance, would appear to be a construction/development co for infrastructure projects which - given data center builds in recent years - have driven business. That said - the stock isn't that far above the prior 2007 peak and similar names like PWR/EME in the US have outperformed/been ramping for a while now.
FIX, EME - The contractors building out data centers are the ones actually profiting from this boom. Their sales growth isn't off the charts, but they're minting money. Real cashflows and dividends with AI type price appreciation. I wouldn't recommend buying at these levels necessarily, but these have been 2-3 year holdings for me. MEDP - Another 2-3 year holding for me. Has had 2 blowout quarters back to back. They are a consulting firm that helps streamline the FDA approval process for pharma companies. Another cash machine. APH - Another one of my "picks and shovels" approach to investing in AI. Don't try to figure out who's going to win the AI race, pick the companies who profit no matter who the winner is.
Guys LOOK AT FIX!! EME is next 🤧
VST, CEG, TLN, NRG all up massively in recent years and things like PWR/EME have done very well. BE/FLNC/etc in terms of battery/fuel cell have turned into complete FOMO lately. The data center energy trade has been going on for a couple years already. It's not to say that some of the names aren't good companies/there isn't more to go, but when you have something like VST up 880% in the last 5 years given the nature of the company even in the best case scenario it's hard to see another 880% over the next 5 years. With a lot of names in this theme, there's also a very heavy reliance on the data center growth story. If something curtailed the theme (not saying it will imminently, but if) then a lot of these names will re-rate signficantly lower. So not saying there isn't more to go (especially in the best case), but the easy money has been made and if there's a blip in the AI theme, these names will definitely head lower.
There are already a ton of companies that have been doing well. Not to be rude, but you are about 2-3 years too late to the party for this. Look at companies like $FIX and $IESC have been killing it. Same with $EME. They deal with helping doing rewiring for factories and data centers. It's gotten a bit more expensive, but $NXT has been great. They deal with tracking and utility solar. A lot of investors lump utility with residential for solar. Utility has been killing it. $SHLS has been on a great run. There are also the companies that deal with the upgrades like $AGX, $PWR, $PRIM. Some HVAC have been doing well like $LMB.
Just from an increase in price it appears infrastructure names like EME and related companies have been one of the "biggest beneficiaries". Whether there are more gains ahead for EME, MTZ, AGX, and related companies of course is debatable.
pro tip: you want FIX, EME, and STRL in your long term port
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