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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
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.
What a funny week for me. Down like 5%, then up like 3% and today, up again another 6%. FIX is doing a lot of heavy lifting. Just wild how sometimes you can become numb to such crazy price movements. I guess part of owning individual stocks.
FIX has blown up. Anyone get in early? Any opinions? They build cooling systems for data centers. What a niche. Out of Texas.
I would be surprised if FIX were to announce international expansion. They still have countless acquisition targets in the US.
CARR produces HVAC units, but FIX does the actual labor for all work related to mechanical, electrical and plumbing. They’re quite different businesses. I haven’t really been following CARR as closely as I probably should. My guess is that CARR doesn’t have the AI exposure that FIX does. I think they just develop mostly residential HVAC units, FIX performs commercially which has far more data center exposure.
The returns have also been impressive on this one, but the PE is nearly double that of FIX. I think CLS has gotten quite ahead of itself on the share price, I’d be cautious.
Why is $FIX doing so well when $CARR isn't?
Sorry, I typically post about FIX after earnings. I did initially call this name out and started a position in April of this year basically at the bottom, you can find it in my post history if you scroll back. I picked up some shares as low as $285, which I thought was laughably cheap. I wish I had bought more at the time.
I totally mixed that Comfort Systems $FIX earnings were today. I am happy to own 7 shares, but wishing it were more. Anybody play that one?
$FIX isn't fucking around y'all... destroyed it
Guys LOOK AT FIX!! EME is next 🤧
$FIX Q325 >Brian Lane, Comfort Systems USA’s President and Chief Executive Officer, said, “Our teams across the country continue to set a new standard, delivering excellent results for our customers, and again achieving record financial results. Great ongoing execution and favorable developments in certain late-stage projects delivered third quarter EPS that doubles our same quarter last year. In addition to increased revenue and earnings, we are also reporting remarkable quarterly cash flow of over $550 million.” Adj. EPS: $8.25 YoY: ↑ 101.71% (from $4.09) Sales: $2.450B YoY: ↑ 35.21% (from $1.812B)
$FIX reports after the bell today. Always fascinated to see their numbers. Been crushing it and see it continuing - although a lot of it is priced on at these levels
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.
This is retarded asf FIX UR SHIT ROBINHOOD
Bruh, Sundar, FIX your shitty app pls 🤬🤬🤬
The companies I’d be more worried about are the ones who shifted from bitcoin mining into AI. That sounds like an opportunistic rebranding vs. a company like FIX who services HVAC and captured the contracts to service the HVAC in data centers. But FIX is up 100% since last April, and if you zoom out to a larger timeframe it is up a lot more than that. Data centers aren’t going anywhere, but the speed we’re building them at will slow down. I like the rare earth, nuclear, HVAC and the AI ETF you have. Just don’t be surprised if companies lose 50% or more of their value when the bubble pops. And you don’t need to sell everything, but every once in a while I would take a little profits here and there, because after all this is a bubble.
Exactly — this isn’t another “dot-com dark fiber” moment. Every rack that goes online is instantly saturated with AI demand. Quant77 tracks this AI-infrastructure cycle closely — setups like $NBIS, $APLD, $IREN, and $FIX could be the early beneficiaries as capacity builds lag behind hyperscaler demand.
Don’t forget $FIX (everyone forgets FIX)
Yeah NXT has been one my favorite names to own over the years. Not an expert, but everything I've read and seen points towards solar + battery storage winning for utilities, because the cost now makes sense. Even with all the culture wars, just go look at the data. Texas and Florida are like two of the fattest growing states for solar for the utility sector. [https://cleoinstitute.org/the-three-states-driving-americas-solar-boom/](https://cleoinstitute.org/the-three-states-driving-americas-solar-boom/) I'm just less bullish on residential solar. It's always interesting how the market just lumps solar into one category, but I think that gives the smaller guys an ability to make money. I do agree, at some point the party is going to stop. I always go back and forth with FIX and IESC since both of those are like 10x for me at this point, but there isn't cracks in their number s yet. I think the biggest bust in all of the stuff will be the cooling companies. Since at least companies like FIX and IESC have other lines of business compared to going after the pure plays in cooling.
pro tip: you want FIX, EME, and STRL in your long term port
Somebody talk to me about FIX. Is this a good entry point?
FIX I got in around $460 sold at $700 keeps going up. Profit making plus stock but back in place
>The odds of buying a small cap company and being able to hold it til it's a large cap is very low. Only about 10% of smallcap companies eventually reach the large cap universe. Flawed way of thinking. I only mentioned megacaps because everyone knows them. I also have 10x+ on SHOP ISRG MELI AMT to name a few. None of these would qualify as megacaps. Go and lookup TYL and FIX. You don't need megacap status to be a successful investment. You need consistent revenue and profit growth over time.
They are the leading HVAC / MEP Industrial play for data centers. They are also concentrating into tech build out and are basically the big bet on data center and cap ex from hyperscalers, more so than other competitors, mainly Emecor, who choses to keep their revenue base more diversified. Basically, its the company that is chosing to make the bet on data centers and hypersalers. Therefore, the market is pricing in more advancing growth going into 2026 and 2027 as compared to the other HVAC / MEP companies. This does create a concentration risk. If there is any sign of data center or cap ex slowdown or pause, FIX will correct hard, and harder than the other MEP companies. Trailing PE is at 41 and forward PE is at about 34 for Comfort, which compared to historical levels is a significant premium. The stock tanked 25% in one day during the deepseek scare back in January, as a clear example. I bought 220 shares during the April tariff pullback, and I'm up about 130% now. I've trimmed 20 shares and still am sitting on 200. My current plan is to sit through and see how Q3 earnings look, I am anticipating $23-25 EPS for 2025. If growth may moderate, I'm considering selling a couple covered calls. The premiums are crazy for next year, May 26' at the money calls are going for like $140.00 in premium per share (14k for a single contract). Of course, if FIX continues to rally past $1200 and beyond, covered calls will be a disaster. Enough premium to pay off a car is tempting but if it goes to $1500 by next may that's a six figure opportunity cost.
CEGs been on my watchlist for a while, finally pulled the trigger yesterday and I'm already up 6+%. It's one of my top energy stocks and they should benefit greatly from the AI/data center boom. I feel it's riskier directly investing in the AI/Data center stocks hoping to pick the one that outshines the rest. I rather invest in companies like FIX which build and service many of the data centers.
sure, but first be more specific about what constitutes a "data center stock" because super micro does not own or operate data centers like, say microsoft, amazon, oracle, or google all do then there's Vertiv, which also makes equipment for data centers but different stiff like cooling (like AAON or FIX) and electrical equipment then there are more chip and networking businesses like Broadcom, NVDA, etc. Super Micro has its niche but there are a shit ton of companies working on data centers in on various capacities But if you're looking for a name that was hyped up in 2024 (towards the end of the year) and does basically the same stuff super micro does: Dell.
Great episode of "Plain English" in which they discuss the possibility of an AI bubble, link [here](https://open.spotify.com/episode/2p94kBX0geqMMY1XXdZFvA?si=OfX0FTs9RKiFSZBwxnTlaQ). Not calling a top by any means, but they do point out the accounting on the current investments has a turning point in about 2-3 years. I've seen this illustrated by others as well. Of note, one of the biggest risks, should AI build outs slow, are the construction names (FIX, IESC, MOD, etc). These companies are trading at high multiples now, and if growth slows, or they even see a decline in earnings, the stocks could crater. Also of note would be the lack of durable infrastructure resulting from this boom, since GPUs are not noted for their longevity. Still thinking residential solar is an interesting play to counter high electricity bills resulting from this too.
Comfort Systems USA ($FIX) is a seriously unknown and high quality compounder. But it has run up just like everything else since April. I have about 120% gains sitting on this one.
CALLING ALL ASST BAG HOLDERS I NEED TO SEE A VOTE OF HOLDERS HERE WHO IS DIAMOND HANDSING THIS ISANE POTENTIAL. I WANT YOU TO BLAST THE EXECUTIVES ON TWITTER FIX THIS IMMORAL AND ILLEGAL SHORTING IMMEDIATELY THIS IS A CALL TO ARMS IF WE FLIP THE MARKET BY FRIDAY WE CAN STILL BLOW THIS THING OUT OF ORBIT. thanks thats all. GLTA.
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.
$FIX - still a largely unknown data center play to most retail investors and even institutional investors. Onshoring and data center and chip fab build out will continue into 2030.
$FIX. Bought in at $360, hit $730 the other day for a 100% gain, now pulled back to $700. Up about $80,000.
good thinking. saw FIX just after it popped up. maybe in consolidation right now. I like NFLX business model with subscriptions. Maybe I’ll add it later in October ( the bear market killer month ). I’m holding on to gold for now. might sell non gold if it does not perform in september…
I would like to own Netflix (NFLX) and comfort systems(FIX) as well.