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PPIH - A deep value play in the AI infra - no one is covering this!!
If energy sector booms due to data centers which energy subcategory will trend hardest?
Should I buy options PUTS of $FIX (Comfort Systems) AI Datacenter construction company ??
US EPC stocks - Buy Primoris (PRIM) / Comfort Systems (FIX)
What under-the-radar AI stocks are you watching beyond the obvious names?
Comfort Systems USA ($FIX) - Time to take profits?
Moving $ Systematic Book from IBKR to Clear Street: Custom Credit & Execution Latency Questions
Comfort Systems gave me a nice Christmas surprise.
The construction company that has quietly beaten NVIDIA over the last 5 years
Comfort Systems USA Reports Third Quarter 2025 Results
Can anyone explain why comfort systems USA (FIX) is doing so well?
Why was $EME selected over $FIX to the S&P 500? I don't get it.
S&P 500 may get a new member soon! Which company do you think would make it into the index?
Comfort Systems USA (FIX) surges 14% AH on substantial Q2 beat
What stock/investment has been your best decision in your portfolio?
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
I mean BWET is up 1000% last 5 months. AXTI is up 440% last 5 months. Sure they may stop right here or go down. Or they may continue. This is it happening. Point to where on the NVDA chart you would buy and where would you say It's ran up too much, it's too late? NVDA is up 46% in the last year and FIX Is up 270%. KORU is up 1000%.
FIX. Found it here and up 250%. The one success that keeps me coming back despite my forays into OPEN and AMC
Let’s say the worst happens and the AI bubble bursts and all the tech, ai, semi, etc stocks go down from PSI to FIX. What’s the best play for that? To get financials and healthcare, precious metals miners? Or just to put money in SGOV and wait? I’m leaving my index fund money where it already is, but I want to put my short term funds somewhere useful and I’m trying to see what’s not overpriced
https://preview.redd.it/w2yzlmdvmw4h1.png?width=1080&format=png&auto=webp&s=e5010b3e4c214a8fcdcb35e4ceb8a840991749df I BOUGHT $20k worth of 5x leverage $SPCE at $7.50. WHAT CAN I DO TO FIX THIS?
I like to enjoy air conditioning but right now I prefer cash, FIX, I'm selling. Sterling construction STRL is also in red territory 🙄
SNXX, KORU, MUU it's screaming in our faces. SLS calls three months out, sell on the 80th event rally. FIX and VG will probably climb steadily all year. My DRTSW warrants up 175% in a month. AIRJW doing good too.
FIX has to be one of the best names out out in this sub imo. Still insane it's now beating NVDA over the past 5 years lol.
Thoughts on FIX? Feels like cost to repair HVAC, electrical, plumbing etc. will go up endlessly.
FIX was the play but has long left the port
When is 24/5 trading coming? I NEED MY FIX
Genuine question - why would I buy this over something like GNRC, FIX, CARR, VRT, etc.? Seems like there is no momentum in this ticker at all, which given the state of the AI trade is "data center go up 10% every day" is hard to do.
Same for me, PUTS today on Nvidia + FIX + SNDK... let's wait first week of June to consider these bets
I mean people post about stuff in thr daily. All the names you brought up, I’ve been basically posting about in thr daily thread for years. I called out STRL when it was like 30 dollars, FIX when it was like 120, etc. It’s a great resource to learn and share.
FIX/STRL are real examples of companies that are good companies that are currently enjoying the best period in the history of either company, but the stocks are priced as if this level of growth will continue indefinitely. It may continue for a lot longer than anyone thinks, but if there's even a slight decel in growth it's going to be not good. If AI investment started to be curtailed/slow more materially, you're not going to want to be anywhere near these names, as the re-rate will be nasty. I don't think KGS is a bad company but in terms of power generation/behind the meter/etc BE is the pure play there imo but as someone who's been long BE since last Summer and done exceptionally well with that name, I continually re-assess and look at other names/technologies. Demand is high and as such, other things are piling in - look at what FTAI is doing with CFM56 aircraft engines repurposed as effectively power turbines. I've done well with the AI infrastructure trade - I've said lately when it ends I can't see a more lucrative theme for many, many, many years - but when it ends a lot of companies are going to re-rate lower unless they can really make a case that they will continue to participate at a high rate on the other side of this buildout, whenever that is (although the market will absolutely try sniffing that out before it occurs.) You might like FPS, which has pulled back lately with everything else AI despite a pretty fantastic quarter the other day.
thanks man good plays too bad we were only 6 months too late to the party STRL - 6 months+413.73 (131.53%) FIX +949.31 (108.35%)past 6 months MOD - +105.48 (75.88%)past 6 months
Have you heard of AMD or FIX? I disagree
The infrastructure construction companies will do well because they will build whatever is built, whether renewable, natural gas, whatever. TCAI and AIRR are ETFs that give you companies like VRT, GEV, MYRG, STRL, FIX, etc. Take a look inside those ETFs for individual ideas.
I’ve watched FIX go up crazy. Last April when market dropped someone suggested buying it which I did not. Check in on it occasionally. May be one to ride down with shorts at some point
FIX now boasts a 26.3% gross margin, while MEP/EPC contractors have historically had low and cyclical margins. The market buys the “AI infrastructure” narrative, but the true quality of the earnings is far less clear. The company makes extensive use of cost-to-cost percentage-of-completion accounting. The more complex hyperscale projects become, the more leeway FIX has over estimated project profitability adjustments, variable considerations, and unapproved change orders. In this type of business, profits can appear long before the actual economic completion of projects. Filings regularly mention “favorable developments on projects nearing completion.” Historically, this is exactly the vocabulary used in contracting before margin normalizations. In parallel, FIX has made a series of acquisitions: Feyen Zylstra, Meisner Electric, and Right Way Plumbing & Mechanical. Much of the recent growth looks more like a mix of acquisitions, HVAC inflation, and data center capex than a structural improvement in the business. And most importantly, FIX doesn't sell AI. They install HVAC, cooling, piping and modular power for hyperscalers...
All buying Puts on $FIX? FIX now boasts a 26.3% gross margin, while MEP/EPC contractors have historically had low and cyclical margins. The market buys the “AI infrastructure” narrative, but the true quality of the earnings is far less clear. The company makes extensive use of cost-to-cost percentage-of-completion accounting. The more complex hyperscale projects become, the more leeway FIX has over estimated project profitability adjustments, variable considerations, and unapproved change orders. In this type of business, profits can appear long before the actual economic completion of projects. Filings regularly mention “favorable developments on projects nearing completion.” Historically, this is exactly the vocabulary used in contracting before margin normalizations. In parallel, FIX has made a series of acquisitions: Feyen Zylstra, Meisner Electric, and Right Way Plumbing & Mechanical. Much of the recent growth looks more like a mix of acquisitions, HVAC inflation, and data center capex than a structural improvement in the business. And most importantly, FIX doesn't sell AI. They install HVAC, cooling, piping and modular power for hyperscalers.
PUTS on $FIX ? According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
Do you Hold $FIX and $STRL and $CRWV?? Scary 😱
I bet against $FIX . According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
I bet against $FIX . According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
PUTS on $FIX ? According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
Strong sell, still cheap PUTS to buy on FIX and CRWV ✅
FIX, Comfort Systems USA, AI infrastructure tailwinds, growing backlog
Should we buy PUTS on many AI stocks and AI infrastructure ??? There has been very, very little trading or activity in the put options for $FIX Comfort Systems USA Inc, even though it’s a company, like $STRL and a whole group of data center builders, that’s highly likely to plummet given Nvidia’s weak guidance, the decline already underway at SanDisk, and the heavily indebted, junk-bond-baggy CoreWeaver. I get the impression this stock has been completely forgotten...
Sorry, but I see things in a negative light,RED: 30-year rates are rising, crude oil prices are too and could skyrocket, and Nvidia’s guidance will have to factor in the Chinese Communist Party’s blockade against Nvidia—which is viewed as a Trojan horse and a competitor to Huawei, a company working with Deepseek V4 to break free from the U.S. The smart money has already made its profits on Sandisk, so there won’t be any more buyers. The same goes for AI infrastructure, which has hit its peak and can’t go any higher—too much debt and some data centers canceled. So I only see U.S. oil producers as winners for Q2 and Q3, so we need to plan ahead. *My positions: SM Energy N°1, Puts on Nvidia, FIX, SNDK* *Calls on PATH, CRK, SM*
Mango, bro, I love your shitposts and the Israel shilling, but can we PLEASE FUCKING FIX OIL
$FIX... $ STRL, same thing, companies that don't produce GPUs or anything crazy, construction companies that lay cables, install ventilation, draw up pretty plans, frankly, it's a joke
$FIX .... all insiders selling a lot, a lot, it's a construction company, demand will not last 5 years. They're overvalued, totally nonsense, and CoreWeaver is a borderline illegal arrangement with Nvidia: I buy your shares, you buy my GPUs, "Lazy Susan," junk debt, banks trying to sell to private entities, scam.
$FIX is a perfect exemple, and $CRWV (full of junk debt) also
FIX is gr͏eat since AI still needs massive real-world infrastructure buildout, not just chips.
FIX is gr͏eat since AI still needs massive real-world infrastructure buildout, not just chips.
FIX and CMI are making hay with data center buildouts? Is that their main appeal?
As an old lady who grew up in the 1900s driving 151 between Madison and the Quad Cities, yes I am invested in CASY. Up 70% after taking all my cost basis plus some profits. Casey’s is the bomb and we still make it a point to stop there if there’s no KT/KS/Loves available. For similar results right now look at NWPX, FIX, CMI and PH.
Puts on SNDK, CRWV and FIX and NVDA 🙏🙏🙏🙏🙏
anything around chips and datacenters is up. look at HVAC e.g. FIX in last 5 years. went from 20 to 2000.
How tf is FIX a 68B company
So last spring someone elsewhere said check out FIX. Just a HVAC type company (industrial) but work on Data centers. It was under $400 last April. Hit $2k today. I missed it. I’ll look at this now
Claude is good at most things, but I swear it doesn't know shit about FIX messaging
Puts on FIX SNDK NVDA CRWV
I like $FIX also, good target to short and $CRWV and .... so many
Bit of both. Same way you prompt any agent - you outline the problem, ask it for potential solutions. I go a bit further and ask it to prove equivalence via tests and also prove it actually worked via live tests (usually just run it locally). It's very important to prompt it / direct it towards the correct problem (hand holding it part). But once i point it towards the correct problem / path -- its mostly just done automatically. \--- IE: I got it to rewrite a custom FIX handler from scratch and got it to match the performance of commercial solutions (which cost tens of thousands of dollars...). It took less than 24hours, with me hand holding it for \~8 of them.
I admit it's incredibly tempting ti short. I just placed puts on SNDK, FIX, and CRWV. They've been on my list for a long time: a resumption of the conflict with Iran, a Nasdaq crash, a pause in data center spending (which can't all be built at the same time anyway), and BAM, it's done!
Happens. I’ve sold so many names too early but own these ones for years. Some of my best calls here. IESC STRL FIX are all 10 baggers I called out years ago here.
Yeah as you know I'm an IESC FIX holder, but I skipped out on this one. For the same PE I'd rather have more FIX... All seem quite expensive now but the numbers they're putting up are insane
Everything needed for the data center infrastructure dev. BE (energy) and FIX (climate control systems) been solid for me. Think what is needed to build and maintain the physical data centers. The memory is only one piece of the physical infrastructure. It happens to be a big choke point but there are others riding this capex wave.
I bought VRT and FIX at the top 2 years ago. Been pretty good so far
I’ll do research on it heard good things about FIX.
FIX, the last good call from r/valueinvesting from like two years ago
JCI, FIX, VRT, SBGSY, SMERY. You're welcome.
You might be interested in comfort systems USA (ticker: FIX), same thesis but more exposure to datacenter infrastructure according to their recent revenue and backlog increases. (Highly recommend looking at the increased numbers over the last few quarters.)
(Comfort Systems USA, Inc.) Do you follow the stock $FIX? I do. Here's what I've learned 😡 On April 30, 2026, William J. Sandbrook, a board member, sold 1,500 shares, average $1,732.67 per share. Total value: $2.6 million. 😡 Bearish
They are much smaller and less focused than FIX. FIX is more of a pure play and and IESC is still slowness because they have exposure to housing markets. I still think QoQ growth of 11% is very good and backlog growth is up 60%. With industrials, backlog is a very crucial metric.
thoughts on the report? Revenue growth seems sluggish despite strong EPS, backlog compared to FIX.
Industrials is now basically quasi-tech. GEV, FIX, CAT are all tied to data center build out. When the capital I flow to this stops, all these names will get crushed.
it's wild how FIX is now up 2134% over the last 5 years lol. Shout out to creeme for being the only person to actually talk to me about it 3Y ago when I suggested/was looking into them lol [https://www.reddit.com/r/stocks/comments/12x9tnm/comment/jhiii0q/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/12x9tnm/comment/jhiii0q/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Hi, you can read my write up on my profile of $FIX, a similar infrastructure build out name that’s been riding high on data center build out. I rode it from about $350 to $1600 and recently fully exited. Very risky holding at these valuations.
Just thinking for myself. Around this time, my investment thesis was looking for companies that deal with reshoring, electrifiction, phsyical data center and recently the past year or so, been buying stuff in aerospace/defense/space. I always screen for companies, but RKLB was one that I just love and didn't really fit how I invested, since it's still more speculative. If you look throughout my post history, I've mentioned like a ton of 10Xers. Posted about FIX, IESC, STRL back in the day and a ton of stuff that has been killing it.
Btw. FIX very overvalued RN. But MU and SNDK are not. Same for WDC which is currently expensive but STX is at reasonably fair price
FIX is a straight rocket damn
A 3000% increase doesn’t make it expensive. It meant it rerated to reflect more reasonable growth multiples. Comfort systems (FIX) is the same. The backlog is massive. I think NBIS will be next
Word. Just drove by one they are building in OH. It really is shocking the size and infrastructure needed. There will be a point when the future rev from the builds is already priced in. Aka crushing reporting but weaker outlook due to no new contracts because no new projects planned. I’m watching FIX for that.
It’s wild how long those turbines are back ordered. I posted something in the daily like a month or so back about how they are reto fitting jet engines for turbines. One of my favorite things that cracks me up, FIX is performing NVDA over the last five years. They do wiring and plumbing. Data centers has caused their business to explode.
Yes and FIX report and it's down today. FPS is down as well. I just posted this talking about how this is really more semi related: > >
**Comfort Systems USA (NYSE: FIX)** reported 1Q 2026 revenue of **$2.51B** (+37%), segment profit of **$328M** (+68%), and diluted EPS of **$8.12** (+71%). Results significantly beat analyst expectations of **$2.39B** revenue and **$6.81** EPS. Backlog reached a record **$12.2B**, driven by hyperscale data center demand and industrial expansion. The board increased the quarterly dividend to **$0.70** (+17%), and the company remains on track to expand its modular manufacturing capacity to **4M sq. ft.** by year-end
Anyone got the balls to play FIX earnings?
Opened Today Thursday April 23 - Calls: FIX • APPF • MXL - Puts: RHI
I mean I own FIX have have been for years. Was like my second 10x bagger. That's now up like 75% YTD.
Expecting AI infra names to pull back going into earnings (or right after). CRDO and NBIS basically doubled in a few weeks. FIX is up 80% YTD. Not trying to time but definitely trimming at these levels.
Excellent foresight. I found this comment while researching some of FIX's peers. The uptick in electrification projects and cooling requirements for hyperscalers are really bringing these companies into focus. I'm just worried that FIX has surged so much that there isn't much upside left.
How is there fear in infrastructure? It’s all greed. VRT / MU / MU / FIX and all the infrastructure names are all at insane multiples, or at the very least, way above their historic norms. If you’re buying these now, you’re not buying into fear lol.
Going to piggyback on this comment as I’m also invested in ETN, FIX and MLI. Consider CMI and PH as well. And if you’re getting into VRT do that soon. I’m up over 30% in a month. I worked in plumbing and HVAC with a side stint in data centers before it became a mainstream topic. VRT is a big deal.
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.
Well I'm giving OP the answer he wants. I think buying MU comes with a large risk at this price that I think simply isn't commensurate with upside probability. I took somewhat of an AI gamble last year with FIX (Comfort Systems USA), also a cyclical HVAC infrastructure company touching data centers. Except, when I bought it at $350, it was trading at 18x trailing earnings and something like 15x forward earnings at peak tariff and deepseek fears. That was an entierly different bet that I strongly believed has an asymmetrical risk profile with a highly discounted upside probability. Where we are now in the AI story, I think that kind of bet is much harder to find, if it still even exists (FIX is now $1680 at 58x trailing PE).
Buy Buy Buy, FIX Is on, JD did not want it to go to Islamabad because Iran said they are not going. So WTF He is doing there? Today TACO 🌮🥭 will announce another lie about opening the straight about to happen, and pump pump pump it up
it happen with me with FIX, was too much outside of my scope, got a huge loss. But if assigned, that morh\*\*\*\*\* doubled in value in 5 months!
Well Will you MERCEDES BENZ BRAINED MF FIX THE GODDAMN TICKER SCREEN ON THIS SUBREDDIT!?!?
my god this broken ass thread is giving me nasty STIs... FIX IT FFS
One of the best stocks in the market is an air conditioning company: FIX It's gone from 129 bucks to 1600 in 3 years. Crazy
Most of it like FIX, IESC, and STRL. So haven’t done much other than keep holding my winners.
I don't know lol. I own quality companies that the market likes? Like one my largest holding, that I've owned for years and posted about here, FIX is up 62% YTD. STRL is 44% YTD. IESC is up 32%. Those three holdings are a core part of my portfolio and I've never trimmed. Both STRL and FIX are now 10X for with IESC being pretty close.
My issue with energy and infrastructure companies at this point is that they've become joined at the hip to the AI trade. Companies like GEV, PWR, and FIX trade at crazy valuations that can only be justified if the buildout continues at it's projected rate. If the datacenter and hyperscaler demand for energy stalls out, whether it be due to optimized compute energy efficiency or just less demand for compute in general, these energy companies are gonna be holding a lot of unneeded nat gas turbines, solar panels, wind turbines, etc.
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.
Autodesk is heavily integrated into FIX and VRT's datacenter contracts. Undervalued? I don't see any major competitors here, just competition at the hardware level (Siemens etc)
FIX has better performance than NDVA over the past five years lol. That's one I called out here at like 130's, basically 10X.
I'll help you: 40% NLST, 40% FIX, 20% AIRJ
Look at posts like this from two years ago and you'll see a lot of these same names, but nobody was pushing SNDK, WDC, LITE, FIX, COHR...
Never heard of half of these. Maybe you should pick better infrastructure stocks, like GEV, STRL, FIX, VRT. That list makes it seem you are more gambling than investing.