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Boeing Safety Crisis part 2 - why I give a damn and you should too
What are the differences between base NYSE data and NYSE ARCA data?
NO SIPC INSURANCE on Lent out shares during a Bank Run. It is YOUR Responsibility to make sure it is turned off. Here is how.
What information could a market maker use to avoid filling option orders from a specific account?
Hot Stocks: LCID leads EVs lower; LNTH, FIX rise on earnings; W plunges
Which One Of You Retards Need Credit Fix Or Business Credit? I Need Money To Buy Shiba To The Moon😁😁😁
"Best Execution" Rules - Shouldnt all brokers "see" the same slippage?
Consolidation learn to love it. The spring gets tighter. Beware of HF shills trying to distract apes from our mission. Call them out.
Apes are winning the shill war. When apes confront the bully on the battlefield they run. Shills are cowards. Apes are warriors. We will not be shaken. We will not run. We will defeat HF. Ape nation strong.
Amazing three weeks. May 21 $12.08 today $49.40. We are winning. Ape nation strong. Keep calling out the shills. We got'em on the run.
SKLZ REMOVED FROM MARKETWATCH"S MOST SHORTED STOCKS PAGE (IT HAS 75% SI ON THE FLOAT) WTF IS GOING ON
SKLZ - REMOVED FROM MARKETWATCH'S MOST SHORTed STOCKS LIST (75% Float Short Interest through) WTF IS GOING ON HERE.
Thoughts on when MOASS starting, when Liquidations begin. (GME, AMC)
Sup, apetards! I've been DOING some fundamental ANALysis recently and diving DEEP into my most favorite stock of all time - which is surely GEEMEEE - and in the process it accumulated into a fking ULTIMATE ENDGAME GODTIER DD. Enjoy the read! [APEFRIENDLY] Part I 💎 🙌 🚀 🌕 🪐 🌌
Mentions
Im guessing this mostly apply to meme stocks? FIX +30% since inclusion
If FIX can get back to $1250 in couple days, i am a very happy person.
Legence Corp (LGN) specialise in HVAC, mechanical, electrical and plumbing (MEP) services Over 60% of Nasdaq 100 companies are clients of Legence Only IPOd last year and look like a baby version of Comfort Systems (FIX)
the new mag7 for 2026 is SNDK, WDC, MU, STX, FIX, CMI and CHRW buy high sell higher mentality, being retarded pays off
FIX calls before earnings
You didn’t hear him? FIX YOUR LIFE. Hide your money under the mattress like a real man.
I wouldn't want to own EAT, occasionally have owned PM. It's more an illustration that the returns for *some* of these names have become a little less compelling over the last half decade (which includes the 2022 downturn but also the tail end of the 2020/21 bubble.) Microsoft is up 85% over the last 5 years. If you bought at the bottom in 2022 somewhat better at 95% but if you look around, can you find relatively boring names (look at something like MCK over the last 5 years; beautiful chart) where you could have had a better return with less volatility over either of those time frames? AAPL similar. AMZN has done better off the low - because it tanked harder in 2022 - but over the last 5 years the return is ... not great (although not helped by Bezos continually dumping into increases for a while.) GOOG has done well, META has done reasonably well. NVDA has obviously been the biggest beneficiary. None of these are bad companies, certainly. But I think that they've worked so well for so long that it seems like people have gotten to the point of habitually buying *all* of them without question and some of them have been lesser performers than others over the last half decade. IMO, too many people "collect 'em all" rather than focus on their best one or two ideas in the group. There's also been increasingly less discussion on Reddit of tech beyond Mag 7. Memory has been a giant theme. Years ago there would have been *tons* of talk about something like SNDK or MU. There's not really been much at all - a bit more lately but only after so much of the move has happened. I see little if any talk about what's going on in optics names. As someone who's been on Reddit for 10+ years, the variety of names talked about has shrunk considerably down to a lot of "the kind of things I'd hear about if I turned on CNBC" + a handful of selected reddit speculative names. There's also the question of whether the spending on the increasingly sizable fleet of data centers will ever end or even materially slow. When you look around over the last 5 years, the biggest beneficiaries have largely been where the money is being spent (FIX, STRL prime examples), not who's spending. If that is going to continue, maybe focus a bit less on Mag 7 (best couple of ideas rather than buying all of them) and more elsewhere? That's all.
> What other countries? Companies/stocks based in Australia, Canada, Mexico and a bit of Latin America (I should probably be looking further at Latin America.) There is a point - and I'm about there - where I will probably stop with further allocation to real assets unless things go further South. I think that there's a lot of validity to owning real assets in the years ahead but I don't want to go full "the dollar will collapse!"-style putting everything into that because I don't see that as likely (I do see the world as likely in the midst of potentially lasting negative change but I see it as negative, not apocalyptic), nor do I want to be entirely reliant upon one playbook. AI is still absolutely a theme of interest (not only in terms of technology, but ai-adjacent themes like power) but to me it's still very much about where companies are spending rather than about who is doing the spending. The where has changed and evolved a little over the last couple of years but that's still what's doing best. Meanwhile, if you look at MSFT (down 7% this morning), it's been outperformed over the last 5 years by a lot of boring things. Maybe it's just me but if something is a growth tech play and things like Walmart and the parent company of Chili's have outperformed it over the last 5 years, that's...not great. Maybe all this spending eventually results in a giant payoff for things like MSFT and we get a flip back to investing in the spenders instead of where they're spending, but 2-3 years of so-so returns is a lot of opportunity cost while other things (semis, even boring contractors like FIX - the latter has outperformed even NVDA over the last 5 years) have largely flown higher. "Would like to hear about others that don't fit into the baskets" There's less than there used to be. Couple of examples: I have done well with generic drug co Sandoz - boring name but has worked and generic GLP-1s start next year in some countries. I bought SATS last Fall shortly after the deal that involved SpaceX stock because I thought there would be demand for something that was heavily a SpaceX tracking stock. As there's been more discussion of a SpaceX IPO in the last month or two, it's taken off more. If we really go towards a scenario where the dollar continues lower and investing in resources becomes clearly a multi-year thing, I can imagine investing more in various resource country economies (airports and other infrastructure, perhaps staples, etc.) Some of that stuff has already done well in recent years but if resources turn into a multi-year theme I could see further tailwind. Sometimes with themes, I have a primary focus but then that primary focus becomes too much and it spills over into complentary subcategories. Really, when I talk about themes/baskets, it really is sort of an ETF of my own creation within a broader portfolio. It's not just owning metals and miners, it becomes owning something like Sprott or metals recycling companies and I owned FCFS (largest pawn shop owner) for a little while on the idea of how much prec metals are being transacted there. Something like data center power is never just one thing but a basket of complimentary/varied things. Lastly, I have no problem removing/reducing large chunks of my portfolio if a theme turns or new information/events happen that are negative in a lasting way or some other theme becomes more compelling. I am ab-so-lutely not always right by any means but I am not someone who sits with something that isn't working and goes, "the market just doesn't get it." Sometimes that's right sometimes that's wrong but for me everything is potentially some sort of learning experience. The market post covid imo moves a lot faster. I am relatively happy YTD because of positioning I started putting into place months ago, but at the same time I'm now sitting here thinking about what does 6 months from now look like and does that require positioning changes? "Thanks for your ideas! Your posts make a lot of sense to me." Thanks! I really appreciate that.
Glad FIX is still doing well since joining the SP500
Let’s just say the economy crashes, do we print a couple more Trillions of dollars 💸 to “FIX” it?
“Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” - Peter Lynch. Until FIX shows any weakness in the investment theory, no reason for me to ever sell.
$FIX is an absolute tank. My best performing stock the past 2 years
"Hi guys , I am currently exploring data center cooling stocks." I'd be a little cautious - these are all priced for astronomical growth and while advancements won't remove the need for cooling entirely, if advancements lessen the need for growth you could see a re-rating in stocks that are priced for growth for the foreseeable future. 10 days ago: https://www.reuters.com/business/data-center-cooling-related-stocks-drop-after-nvidia-ceo-huangs-comments-2026-01-06/ Not saying this is an imminent major issue, but it's something to consider especially given how much things like VRT (and especially FIX) have run in the last 2-3 years. FIX has outperformed NVDA over the last 5 years.
Comfort Systems USA ($FIX). I bought a large position between January-April last year. At the current prices, I would be hesitant to add.
I want to buy stocks involved in datacenter infrastructure. GEV CEG STRL FIX TLN Are on my short list. And Fintech like NU, HOOD, MELI. Maybe Mastercard after today.
If you're going to pick individual names, I'd say pick 2 or at most 3 Mag 7 names that you have the strongest thesis for - not 5 and 2/3rds of your portfolio. You're also looking for high growth but over the last half decade two of those Mag 7 names haven't even beaten Walmart and another has beaten it but not by much. I own ASTS but it's up 100% since November. If you're going to buy something like that, I'd be patient and gradually DCA in. There are so many other things out there. I'm up 50% in a year on a Swiss dermatology company. I'm up 25% since last Fall on a Mexican mining conglomerate. Look at some of the sogo shosha names in Japan that Buffett bought 10% of that are up 50-100% in the last year. Medical distribution (MCK, CAH, etc) has outperformed a fair amount of the Mag 7 over the last year/half decade. People seem to have this view that tech is the only game in town when it really, *really* isn't and so often on this sub in the last year there's less and less discussion of tech names where there is more growth going on. In terms of some of the Mag 7 the game hasn't even been that great in recent years. People just habitually buy something like META because they know it but up 157% in the last 5 years isn't that great especially if you're looking for growth. There's a lot of relatively boring things that have beaten that in the last 5 years. The easy money in the power/data center theme has been made, but I mean boring contractor FIX has outperformed NVDA over the last 5 years. People keep buying who's spending the money (Mag 7) rather than the buying the places where they're spending that money - the latter has way outperformed Mag 7 in many cases in the last few years. Not saying these are bad, but this feels like many, many Reddit portfolios and I just think some of the sort of "default buying of Mag 7" ignores that there's better options and after seeing the same Mag 7 dominance in so many portfolios on here for me the impression is that it's crowded. Also, in terms of speculative stuff, what's the next thing, what's a new idea?
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.
I’m in an abusive relationship with $LENZ and I can’t leave. I can FIX her 🥴
It's usually like that owning stuff that goes up that much so quick. Some names I own, like FIX you get the random like plus or minus 5% days.
"Nvidia CEO Jensen Huang stated that the new "Rubin" AI chips can be cooled with ambient-temperature water without specialized chillers, reducing airflow requirements compared to current "Blackwell" chips. This suggests lower demand for advanced thermal cooling infrastructure that Modine supplies to data centers." $MOD, $TT, and $FIX all getting hit on this
I have 16% of my portfolio to individual stocks: VRT, GDWN, FTC, AXON, FIX, NVDA, ORCL, PLTR. The rest is in multiple ETF’s/ETC’s to diversify myself. So far I’m doing 15% in 6 months so I couldn’t recommend it enough!
I had a similar moment. I was on vacation in Thailand in April and set stop losses on my portfolio which I normally don't do. I had a bunch of high conviction stocks like $FIX I bought around 400 get liquidated at 300 with a 30% draw down in my portfolio. If I didn't set stop losses and just held until now I'd be up around 100% YTD. I played it smart and went 100% gold though and recovered my losses and some decent trades I still beat the SP500 YTD.
Goldman Sachs over SOFI. Tesla over Rivian. My top stocks are NVIDIA, CrowdStrike, Broadcom, Goldman Sachs, Comfort Systems (FIX) and Federal Realty Investment Trust (FRT).
FIX is going to transition to a bigger scale/more modular; and limited by skilled labor. But unlimited in demand at the moment …. As the CFO put it: the advantages of modular will become irresistible to the needs of the “average “ data center … and worldwide growth hasn’t been broached yet … there’s room but there’s alot of options… why its good to trust MGMT!
Nice, any others that haven’t quite hit yet? And do you think FIX and KTOS have room to run?
I did about 51% this year. Largely due to what is now a ~50% position in $FIX that I began to really buy into during March-April.
Scrolled through the comments but really didn’t see the biggest tell for me: management. RKLBs management is absolutely second to none. Any earnings call you tuned into over the last few years would have taught you that these guys are the real deal. I found FIX the same way all those years ago. Why has FIX been able to do what they do (how can I really know they are going 10x in 10 years from here?). Management. KTOS’s CEO is an absolute monster with an encyclopedia in his head - the earnings calls are incredible! He practically organisms talking about how much money (we) are going to make. He stops the idiot analysts and explains what might be better questions and then answers them. You can just tell… Like the way you can tell Elon has been on drugs for years … and lies lies lies the whole way through. Its hands on research but its your money! Don’t give it to grifters…
Meanwhile, FIX is heading to the moon
Here is a list of great non-tech companies I own long-term: Goldman Sachs (GS), a top investment bank. Federal Realty Investment Trust (FRT), a REIT and dividend aristocrat. Realty Income (O), a REIT and dividend aristocrat. Comfort Systems USA (FIX), a great midcap industrial that manufactures air conditioners. East West Bancorp (EWBC), a specialized bank.
Why the housing market is absolutely fucked Housing became a financial asset, not shelter. Blame Investors, private equity, Airbnb, foreign capital. Housing turned into a yield instrument, not a family good Supply is structurally constrained Wages decoupled from asset inflation. Stocks, real estate, and land compounded. Median wages barely moved in real terms #YOU CAN'T FIX HOUSING IF ASSETS KEEP INFLATING & WAGES KEEP STAGNATING
50% of portfolio is in $FIX. Holding tight!
Yea utility + infra is the way to go. For infrastructure, Comfort Systems (FIX) is carrying my entire portfolio (+200%). I originally bought it as a play on global warming (because many places in the US that historically never needed A/C now need it), then it turned into an AI data center play. I also have ETR and CEG at +100% each as standard electric utility stocks. Outside of electric utility I'm looking at water, recently nibbled on AWK and VLTO. Both AI data centers and the semiconductor manufacturing industry will require significant investment here. Last year I bought FSLR around $190 but I chickened out and dumped it at $150 something when Trump was messing with the subsidies. Fuck me.
Hood is so ugly it’s ruining the mood GREEN DAY FIX UP
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
So I was thinking FIX would run up but was too poor to buy calls so got shares like a loser -_- anyways, I think FIX will have a great year ahead.
How did inclusion in the S&P500 translate into a 15% jump for CVNA but way less for the other new additions? CRH only up like 3% since the announcement and FIX barely up
CVNA the crapshoot accounting fraud company shoots up 12% on S&P addition yet FIX ends in the red - gotta love it. Wait, how the hell did CVNA get on the S&P anyway?
Don't disagree. I don't even think voters are brain dead personally, just rather really simple. People really care about things like migration, crime, and cost of living. I think like with Carter, inflation really did a lot of damage. I actually didn't mind Biden that much and I think the Chips and IRA are both good bills. I did he want too old and also wanted to be too transformative. People just want steady. A lot of people don't believe this chart is real: [https://fred.stlouisfed.org/series/TLMFGCONS](https://fred.stlouisfed.org/series/TLMFGCONS) Like we saw the one of the biggest booms into manufacturing in our lifetimes during 2022-2024. Part of why I made a ton of money on stuff like STRL and FIX lol. Basically agree with everything you say. I think America has it's faults, but overall, we are solid country. Most of the issues we have can be fixed, but people are more whipped into culture wars than talking about the basics. It is an interesting trend to see a lot of Dems now talk about cost of living, which is great. Just worried that a lot of it just rhetoric now and they won't actually do the hard work required to build more.
why does CVNA pump 9% on S&P inclusion while FIX goes up 1%
F me. FIX to the S&P. I sold last week. 🤦🏼♀️
I’ve been invested in the builders and electrical plays for a while, prior to the openAI stuff. FIX was just added to the SP500 and their numbers are wild in term of growth. Same with IESC. STRL is a great builder name. Then even grid services names have been great, since the need to update the grid is a macro theme outside of AI. Stuff like PRIM, PWR, and AGX.
Why give a shit about CVNA - the real winner here is FIX
FIX, GOOGL, ALAB. If I thought it was a bullish year. I'm not convinced. So. AEM, XLU, XLV.
Everyone talking about CVNA, but no one is talking about FIX getting added. https://preview.redd.it/hx687xxidl5g1.jpeg?width=680&format=pjpg&auto=webp&s=e24233864d9588ebc0f570eae38d0fc3ac1ccd29
As a long term holder of FIX, that’s awesome.
Why did no one told me about FIX? It’s been ripping all year
Wonder if $FIX gets added to SP500 today. They seem to meet all requirements
Grok says FIX likely to be added to the sp500 ... ALL IN
FIX and GEV. Boring in all the right ways but print cash like its nobodies business. Especially this year. Stop chasing hype and chase the companies behind the infrastructure that allows the hype to develop lol
RKLB, BE, FN, IONQ, HIMS, GSAT, FIX, EME... all pumping for no reason... oh there's a reason alright
I’m invested in an ETF- SCHG. Individual stocks-V,MA, PM, MO, FIX, AVAGO, STRL.
I use a portfolio tracker to compare my trading performance each year against what would happen if I didn't make any trades throughout the year. If I didn't touch my portfolio I'd have around a 100% return YTD mainly due to SOFI, GOOGL, FIX, and CAT. So far I'm around 25% YTD. Setting stop losses and getting liquidated in March-April really burned me this year and I'm still a bit pissed.
Entire net worth / portfolio + 401k is 50% CSU 50% FIX.
$FIX comfort systems A mega cooperate HVAC company that does heating an cooling for GPUS an data processing Centers for AI
Crypto retards at the thanksgiving dinner table: “Aunt Chippy, bitcoin is a phenomenal investment, it’s a great store of value and will be the currency of the future!” Aunt chippy now: “LISTEN YOU FUCKING RETARD, YOU FIX THIS SHIT RIGHT NOW”
I already do this, my entire portfolio is just two stocks. $FIX and $CNSWF.
The slowing capex would be my first warning. Some.of the building names are priced for a lot of growth at this point. Like, FIX at 40x earnings is pricing in a ton of growth. If data center growth plateaus or even slows, I think those names have a huge reversion. I also wonder what happens to the #4 or #5 players in the hyper scale race? Like if META doesn't really see results from their AI build, what happens to their data centers? Do they keep operating them at a loss? Sell them to GOOG? Sit on them for 20 years like we did with the fiber build out? Or maybe I'm wrong and it all works out!
DE has been on a solid run. A lot of the engineering names have also been killing it. AGX, FIX, IESC, ECG, PRIM have been crushing it.
A lot of the engineering and construction names have been great too. FIX for example has a higher multiple, but a much lower PEG because of how much EPS growth they are seeing.
Feeling so rich today, just reinvested my $5 dollars worth of dividends back into FIX lol.
My holdings: CCJ, LEU and LTBR for energy. CEG, VST and TLN for utilities. GEV and FIX for infrastructure.
It may not be an imminent bubble burst, but too many people are also acting as if stocks up 200% in a year are in early innings and then are surprised when they lose 30-50% in a month the moment sentiment turns slightly. "the major players are investing heavily in AI and evolving rapidly." And the stocks are priced as if that's the case. Look at the Deepseek situation early this year - while the AI theme certainly rebounded, things like VRT and VST were down 25-35% in a matter of a few days - and then kept going lower until rebounding off the April low. So I'm not saying that there's an imminent bubble, but the easy money in AI imo has been made. Corrections will happen, but more broadly if you're now piling into AI at this point you have to really hope that the strength of the theme is maintained because the moment momentum starts to slow/concerns start to appear it looks like CRWV in the last month, or ORCL over the last couple of months. Even META is down nearly 20% since the end of October. "I’d like to focus on companies involved in building data centres" FIX and STRL are up 100%+ YTD (and massively over the last 5 years) and a lot of that is on the strength of the data center theme. If something caused that theme to slow or stop, there's not another growth theme of that magnitude for these names. I'm not bearish, I'm not thinking that there's a bubble that will imminently pop but on the opposite end, I don't think it's early either and a lot of the easy money has been made. I've seen people treat the speculative data center names in recent months like demand will be endless and this is just the start. Shortly after, NBIS is down 32% in a month and CRWV 45%.
HE WILL FIX IT no matter what he has to do
I've been investing in a lot of grid modernization and electrification plays for like over 2+3 years now now. There's a lot of great names, but you've missed the boat at this point with a lot of. Names like AGX, PRIM, FIX, IESC, PWR as a few of my longs.
Yesterday I sold half my shares of NBIS, NXT, and FIX. Even though I'm long on all of them, they all seemed too above their fair value. Didn't know what I was holding the cash for until I saw ODD under 40 today. It's been falling for no great reason, and then more today on what I suspect is ELF earnings sympathy.
Talking bullshit that nobody cares about. FIX THE MARKET! Try unplugging and plugging back in.
This is actually more like 2022 insight at this point. Look at the graphs and charts for companies like $FIX and $IESC.
Chat GPT is literal Trash GPT, I needed it to delete tasks, it no longer knew where the task ID was located in order to delete it. The AI said I have to contact support and have them find it. I’m over here like “YOU ARE FUCKING AI WHY THE FUCK CANT YOU CONTACT YOUR OWN FUCKING SUPPORT TO FIX THE ISSUE” it literally created more work for me than less. Needless to say, this is when I realized AI is 99% smoke and mirrors. It’s still going to replace a fuck ton of works force and remove jobs that were trivial but I’ll be damned if they start using it for engineering.
Totally. Done really well with like IESC, FIX and LMB, which are more of the wiring aspect and upgrading things like HVAC. It's the same thing with solar + battery storage. I follow a lot of energy people and what not on Twitter. I find it interesting. Like it's insane how much that space is growing, but just never find companies outside of like a few that I want to invest in. I know I interact with you time to time. Probably read this from me, post it every so often, but one my things with investing is really caring about valuation, because I think overpaying for something can really kill your overall returns. Like I'm a GARPy person, I don't mind paying a little bit of a premium for a great company. I always try to buy things with PEGs under 2. BMI just never gets there.
FIX and IESC continue to put up good numbers. USLM called out data centers as still a segment of growth with their earnings. There’s a lot of companies that have tailwinds with reshoring and data centers.
"Who is your one-stop shop for navigating your full financial picture " Me. I spend hours every day, usually in the very early morning (I've been up for a couple of hours already) trying to figure out where things are going. Reading news, reading articles, looking at companies (I'll sit and look through a couple hundred in a morning) etc. But the nice thing is that I love it - if I didn't, I'd likely have gone to a financial advisor. I definitely make mistakes - investing is a continual learning experience - but try to learn from them. While I never want to have an issue with an investment, it's a chance to learn and work through the problem. IMO, it depends on how much time you want to devote to investing. If you don't want to keep up with everything, then you could structure a variable portolio that left you some room to make a few active choices while the rest is passive. For example, you could have a portfolio that's 25% your active choices and 75% a mixture of passive funds dedicated to growth/quality/international and a portion to gold/bitcoin/real assets. Maybe some periods you have a lot more ideas and the active goes up to 50%, or some periods you don't and the passive goes to 100%. There's no one answer/one right path, you can structure something that works for you although that takes some trial and error/is going to be different for everyone. "Every time I set a goal/strategy it’s upended by a major change to “the game” as we knew it." There are things that get upended briefly by headlines, but is that really a permanent change or an opportunity from short-term negativity? I tend to have a reasonable degree of diversification. I certainly have exposure to the AI theme, but in a way that's enough to be meaningful yet not so overly significant that I'm entirely reliant upon it/would have to totally scramble if some headline next week suddenly curtailed the theme. Value investing broadly hasn't worked for ages, but that doesn't mean that there aren't specific opportunities. Some people over time (mainly value investors) have said "ignore the crowd" and I don't agree with that at all. Especially in what has turned into a very narrative driven market, you can't ignore the crowd. Being contrarian for the sake of being contrarian has been a terrible strategy for the last five years. But that doesn't mean that you can't find very broad appeal companies that the crowd simply isn't looking at. I don't know that it continues at this rate, but swiss dermatology co Galderma is an example of that that has been a success for me. There's a lot of good companies beyond the dozen or two most popular things discussed on Reddit. AI is obviously the biggest theme, but it's not the only theme/things that have worked over the last year/two. In terms of AI, for all the discussion of NVDA, construction/contractor names like FIX and STRL have outperformed over the last 5 years.
> This is departure from boomed net income Mag 7 AI stocks and the new really stocks that seems more speculative and volatile with unsupported P/E- thoughts? The data center spending beneficiary trade (construction, utilities, energy/IPPs, etc) has been a tremendously successful theme for a couple of years now (I mean, nobody talks about the fact that STRL and FIX have done better than NVDA over the last 5 years) but some of the stuff has gotten overextended. That's not saying that they're not doing well (they are), but imo some of this stuff gets to levels where even a blip/bump in the AI theme (not that I see that happening imminently but who knows) would cause these names to correct significantly. If the AI theme ever slowed more materially, the re-rating for some of this stuff would be major. I mean, VST was a bankrupt utility and did not a whole lot for 7 years after going public again. Soared because of the data center power need, but look at the Deepseek announcement earlier this year - VST was down 28% in 3 days. Bounced and then with tariffs it nearly went down 50% from the January highs to the April bottom. VST and BE and a lot of other things might continue higher or much higher (and earnings certainly show no sign of slowing), but how this stuff did after the Deepseek announcement shows that if there was sudden news that was materially negative to AI spending, some of this stuff wouldn't just decline it would be rug pulled.
# No KINGS didn't move the needle? I've got a fix for that problem but it will take the help of the 7 million of us who took to the street. EVERYONE **KNOWS** the market is due for a fall. You know that's true. 401ks keep many from giving a shit about politics, tariffs and trashing long strong friendships and alliances. If the S&P drops like it's October 29, 1929, imagine the reaction. You're in the S&P and the super 7 and you've made a f\*\*k ton of gains, but you have to walk away and know when to run to turn that into real money. **THE FIX: CASH OUT** of the index and the 7. If we all hit the convert to money market option between now and the 29th the wave will swamp the market and who's fault is that? The downside? You might miss out on marginal gains by being out for a week. :( **The UPSIDE: you avoid catastrophic losses** **The UPSIDE: you avoid catastrophic losses and look like a genius** **The UPSIDE: you avoid catastrophic losses and watch the .1% squeal like the** (mostly) **pigs they are!!!!** Go ahead.... make Sorkin's day
For me, I will continue to do it until proven otherwise. I think the whole “90% of people don’t beat the market” is because a scary large percentage of people are basically gambling and going after meme stocks rather than investing in great companies. It just takes a couple great companies that shatter the market to beat it. Over the last 5 years for example, VOO has gone up roughly 100%. I have a handful of stocks that have gone up significantly more than that over the same timeframe that basically dominate my holdings - NVDA, AXON, FIX, AVGO, among others. Will that last 10 years? 30 years? Maybe not, but until I am losing to VOO I’m just going to keep picking my favorite companies, many of which are in VOO anyways
One guy went around to a bunch of subs spamming the same DD and his position trying to drum up interest The question is, is it really going to be a better or more consistently earning investment than an AI infrastructure stock right now? The MAG7? FIX?
Thanks. I find the IBKR documentation and platforms confusing. It turns out they have 3 different API's - TWS Api, Web Api, and FIX Api. Does the Web API provide options chain data, or should I aim for the TWS Api? Also i cannot find a page with the real time options chains pricing data. On the internet some people says they pay about 10$, some people say they pay 1.5$ for that. But still cannot find an official page with the pricing...
VST, old lady investor. wish I had picked up FIX a month ago
Well, depends on what your time horizon is. Yes, they're having accelerated growth right now and it's a positive inflection point for the Mechanical / Electrical / Plumbing industry lately. But articles and investors were already saying it was overvalued at $350, and now it's nearly at $1000. I've heard this story before with many companies, where a new high is always met with concerns of overvaluation. One of my other large holdings, Constellation Software, ran into this bear thesis again and again. FIX didn't have the best starting track record as it nearly went bankrupt in the early 2000s, but it has recovered and since about 2012-2013, it has been pretty much a compounding machine every single year. There definitely is a level of risk in this current period with the AI boom. If the AI bubble fully bursts, I anticipate FIX will sink by 30-50% depending on the severity of the crash. In fact, this already happened back in January with DeepSeek, which gave a glimpse of how the market can tumble if any AI fears set in. FIX plummeted 25% that following Monday after news hit the media over the weekend of the purported little computing costs. My overall opinion of the current valuation is this - there is definitely a higher than average degree of risk buying into or continuing to hold FIX at the current time, particularly with a short time horizon. The current trailing PE sits at 41 and forward PE is about 28 based on my estimations, which is definitely high compared to its historical levels, and that's if the current growth rates continue. Factor in possible decelerating growth and it gets even more risky. However, if you have a time horizon of 5+ years, I do not believe the company is overvalued or the boat has been missed at this price. They have an exceptionally long runway because they can continue to compound and purchase more companies as they have. They are exceptional at M&A and acquiring new companies. I like to think of FIX as a blue collar Constellation Software. However, it may be prudent to wait for a substantial dip, though it's very difficult to tell if one will come or if the AI bubble will ever burst. This may continue into Q4 that the company jumps 20% again. There are already price targets of $1500 being set.
CLS is growing its earnings at 30% annually vs FIX at 13%.
You ever just stumble on the most random stock you have never even heard mentioned with an absolutely fucking ridiculous chart that…. Go look at FIX 5 year chart… wtf
It seems you're just being pedantic. Even retail brokers offer buy-writes or sell-writes in their tools. Buy a pile of SPY and sell an SPX call spread for example in one order. This is a multi-asset combo which is split and sent to one exchange for the options, another exchange or pool for the shares. Large IBs and prime broker FIX engines accept all kinds of complex combo orders you're probably not aware of. The FIX engine and downstream systems make routing decisions for these orders before they get to any exchange. IBKR is notorious for its execution quirks and has been for decades, by the way. Now you know.
watched cnbc all day like the winner I am and not once did anyone talk about FIX .
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.
> FIX is doing a lot of heavy lifting. Along the same theme, Hammond Power in Canada +18% after earnings this am.