FIX

clearchewingum

FDR.TO for your gold FIX!

AwakenedBeast616

SPX moves -0.29% Retard: "THIS IS INSANE! IT IS ILLOGICAL! FIX THIS RIGHT **FUCKING** NOW BESSENT!" Normal person: "what?"

Foreign_Ostrich

75% of my portfolio is tech/AI plays. My googl was down a little, VGT barely down, FIX, GEV up, SMH up, big biotech day for me.

AccountOfMyAncestors

We must keep the harmoon up in order to keep the bers out of society. But mom, I'm half-ber STOP, WE CAN FIX IT!

jeromewatdoink

what to be accumulating for next 6-12-18 months right now imho SNDK, VRT, MU, SMHY, Samsung, FIX, LITE, NBIS, NFLX, META, MRVL

TreGet234

Is FIX still worth buying? Also shit how do i find these stocks 15 years ago?

_hiddenscout

Yeah, even with the idea of mature vs not mature companies, not sure what edge you are looking for there. I've owned a lot of 10xers over the years, with some of them being matured companies. My mindset is still you want to buy quality at a good price. GARP works really well in terms of investing. I post more in the dailys, but I've brought up a ton of names in the past that have done really well, just screening for quality and growth. Just because something is less mature doesn't mean you're going to hit a home run. Like for example, I've pitched ideas like FIX, IESC, FLEX, JBL, etc in the past. All these are mature companies, but if you look at something like FIX at a 5Y level, that is up 2000%. I mean, it's your money, buy what you want to buy. I just think the idea of not wanting to buy a growing mature company limits your ability to buy great names. It even goes back to one of the best pieces of advice Buffet gives: 'It's Better To Buy A Wonderful Company At Fair Price Than A Fair Company At A Wonderful Price'. The problem with companies that aren't mature yet is you cannot tell if you are a good company or not. That's one of the cool things about investing, you can do what you think is best and develop your own style.

Glum_Anteater1250

FIX options are about 10 to $20,000 PER CONTRACT...

mightyblend

Recommendations for stocks/ETFs around water systems and treatment, and commercial/residential air filtration? I thought PHO might cover me well for water but for air I'm not so sure. I was looking at MMM and HON. Also have some FIX.

mightyblend

Recommendations for stocks/ETFs around water systems and treatment, and commercial/residential air filtration? I thought PHO might cover me well for water but for air I'm not so sure. I was looking at MMM and HON. Also have some FIX.

OptionsHuduga

Some of these aren't even listed on the calendar above (like FIX for instance). And FIX has the highest implied move? Now I have to go through the misery and debilitating effort to lookup the earnings date. Why is my life so hard?

OrdinaryMix4013

#source confirms the announcement will show ALIENS FROM OUTER SPACE HAVE INVIDED VOTTING MACHIINES AND SO NO MIDTEMS UNTIL FIX IS IN

_hiddenscout

I've been posting here for years, you can check out my post history. I got lucky in the sense of going physical data center before AI actually took off. I'm a software engineer and just thought that the demand for cloud compute would not be going down, so was bullish on some general ideas, like electrification because the grid is old and demand keeps going up, physical data centers, reshorings, etc. On the physical side of things, some of my longs are stuff like STRL, FIX, PWR (more grid), IESC, POWL to name a few. Recently bought SNX, ATMU which both fit into the physical side of things.

ImpossibleGarage8118

FIX has had a hell of a run up until the whole buildout started to go flat. If you believe the datacenter trade has more legs its as good as any.

happy123z

ASTS $500 Next Christmas. DRTS leaps. RVMDW until December. FIX, AUR, PESOF.

Zickened

I CAN FIX HER

HoneyBadger552

agreed. i like a mixed ETF. i want both manufacturers & utilities. utilities lock in the long term power purchase agreements. if I had to choose 1 stock, not an ETF...comfort systems/FIX. 

happy123z

Lol at FIX chart. OPTXW, PESO.

Micheal_Hancho

>I politely and graciously pointed out areas of the site which were excessively lagged OP in reality: I WILL EAT YOUR FIRST BORN CHILD IF YOU DO NOT FIX THIS APP YOU DONKEYYSSS!!!!!!

happy123z

MSTV, SLS Jan 27 leaps, AUR, FIX, OPTXW, Pesorama, I like REKR too, and AIRJW. Also DRTS is going to be a monster. Look what they've done with brain tumors and panc, check their recent partnership with Tolmar. Ask yourself why a powerhouse like Tolmar would give them such a sweet ass deal if they aren't even FDA apporved to treat prostate cancer yet. I have many DRTSW warrants that expire next march with a strike of 11.50.

happy123z

Every generation... blame the one before... Fr, though, I'm very new to self directed investing. January 1st this year! Can you imaging what that's like haha. "Ooh, silver is more valuable now? Whoops! ASTS will connect every human? BOOM! OPTX makes lenses or something? Wheeeee!" I'm going SLS, SIVEF, MUU to the moon and rotating into DRTS, ASTS, and Pesorama as the money comes in. Also FIX go up. Seeing all this Mag7 talk then looking at the charts is like "Huh?". I get it: they make a lot of money... and the price goes down. We have tons of information now. Not a yearly check up with a FA on a phone and a dusty newspaper every day. Keep shit pushing or keep shit moving.

octopus_serenader

Wendys is in Europe, but only in the UK, Ireland, and Romania. EUROPOORS FIX THIS. DEMAND WENDYS.

_hiddenscout

Was up like 2% at one point, but now closer to like .6%. IESC, FTGFF, RAL, NWPX, FIX, ISSC, ATMU, MOG.A, BELFB, SNX, ALNT doing a lot of the heavy lifting.

CluelessNFLFan

WE CAN FIX HER

mikeedla

I just bought 1,000 for $8.15. Everyone has been asking where do I put my money since everything is crashing. WE CAN FIX HER!

happy123z

That's what I said haha. Jesus, invest in FIX or something.

MaterialGuy007

SPCX. First showing how Musk does not care abt his employees - not thinking $20B would hurt their stock retirement dependence - so now we’re seeing TSLA-like promises - manufacturing in space… FIX: double their stock fm your pool 

option-trader

Nothing related to AI in there. MSFT is on the wrong side of the AI trade. All you had to do was buy anything AI related from CAT, VRT, FIX, to chips and memory like INTC, AMD, ARM, MRVL, MU, SNDK, and even WDC.

SnS2500

Check out the AIRR etf, and/or the companies it holds like STRL and FIX.

happy123z

Hey other Tre! Evey month that passes that I don't full port these stocks and FIX and BWET i say what am doing?

DeathAgent01

wtf Robinhood is stealing money from me. FIX THE DAMN APP

happy123z

You should obviously sell MSFT and put it on Google. The only M7 still growing at a respectable rate. As BWET and FIX eat it's lunch haha

dvdmovie1

The AI buildout theme has been going on for 2-3 years now. The risk/reward got unappealing to the point where a few relatively mild concerns like the Crusoe Energy data center delay and a Morgan Stanley note about turbines can send names down 15-20%+ in a matter of a week. Is this is the beginning of the end of the data center buildout theme? Probably not, but eventually the buildout will slow and the re-rating for something like STRL or FIX will be considerable. These companies are having the best time in their history but that growth will not go on indefinitely. Whenever that eventually does occur, you're not going to want to own these names - even after a considerable re-rating, the narrative that it's had for the last 2-3 years won't be there. "quietly ranked top-three every single year is the boring one nobody posts about: data center construction." The AI written posts write stuff like this but it's just not true. There have been posts written about these names in recent years - posts written after a decent amount of the move had already occured because Reddit is WAY worse at idea generation than it used to be - but with the kind of moves these names have had they've certainly been talked about.

SamLeCoyote_Fix_1

Sell Sandisk and CoreWeaver, personnal advice.... Sandisk (that illegal memory component monopoly that skyrocketed thanks to a squeeze orchestrated by institutional investors blocking the float) is finally going down, and CoreWeaver (Nvidia’s buddy that’s saddled with all the bad debt and whose insiders have sold off $2.3 billion worth of shares since the IPO) is crashing, you just have to look at the PUT option chains to see clearly that the tide has turned (easy to check on Finviz). Those who stay in, holding on, well, too bad for them. I said personnal advice, make your own DD first, do not listen to stupid advice on social media, it's your money! Do not forget also FIX and STRL 🙁

SamLeCoyote_Fix_1

# Comfort Systems USA ($FIX) - Time to take profits?

happy123z

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%.

snow80130

FIX. Found it here and up 250%. The one success that keeps me coming back despite my forays into OPEN and AMC

OxRedOx

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

jamsoutclamsout

FIX

Dry_Bar_4965

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?

SamLeCoyote_Fix_1

I like to enjoy air conditioning but right now I prefer cash, FIX, I'm selling. Sterling construction STRL is also in red territory 🙄

happy123z

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.

_hiddenscout

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.

Sufficient_Habit5091

Thoughts on FIX? Feels like cost to repair HVAC, electrical, plumbing etc. will go up endlessly.

LonelyCulture4115

what do you think of FIX?

Bluebird-9641

FIX was the play but has long left the port

IamyourfantasyX

When is 24/5 trading coming? I NEED MY FIX

jcpopm

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.

SamLeCoyote_Fix_1

Same for me, PUTS today on Nvidia + FIX + SNDK... let's wait first week of June to consider these bets

_hiddenscout

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.

dvdmovie1

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.

DMND_Hands

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

2Hosslovescash

Have you heard of AMD or FIX? I disagree

SnS2500

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.

ArtisticFrame5790

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

SamLeCoyote_Fix_1

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...

SamLeCoyote_Fix_1

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.

SamLeCoyote_Fix_1

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.

SamLeCoyote_Fix_1

Do you Hold $FIX and $STRL and $CRWV?? Scary 😱 

SamLeCoyote_Fix_1

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.

SamLeCoyote_Fix_1

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.

SamLeCoyote_Fix_1

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.

SamLeCoyote_Fix_1

Strong sell, still cheap PUTS to buy on FIX and CRWV ✅

Frequent_Slide_6503

FIX, Comfort Systems USA, AI infrastructure tailwinds, growing backlog

SamLeCoyote_Fix_1

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...

SamLeCoyote_Fix_1

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*

sl3azebag

Mango, bro, I love your shitposts and the Israel shilling, but can we PLEASE FUCKING FIX OIL

SamLeCoyote_Fix_1

$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

SamLeCoyote_Fix_1

$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.

SamLeCoyote_Fix_1

$FIX is a perfect exemple, and $CRWV (full of junk debt) also

Momentum-Dev

My current tech top 10 are AXTI, CIEN, COHR, DOCN, LITE, VIAV, WDC, FIX, ANAB, FORM. But I adjust them frequently.

Brilliant_Choices

FIX is gr͏eat since AI still needs massive real-world infrastructure buildout, not just chips.

Brilliant_Choices

FIX is gr͏eat since AI still needs massive real-world infrastructure buildout, not just chips.

rays0brite

FIX and CMI are making hay with data center buildouts? Is that their main appeal?

Chrishall86432

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.

SamLeCoyote_Fix_1

Puts on SNDK, CRWV and FIX and NVDA 🙏🙏🙏🙏🙏

b00c

anything around chips and datacenters is up. look at HVAC e.g. FIX in last 5 years. went from 20 to 2000.

minhthemaster

How tf is FIX a 68B company

ArtisticFrame5790

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

dataCollector42069

Claude is good at most things, but I swear it doesn't know shit about FIX messaging

SamLeCoyote_Fix_1

Puts on FIX SNDK NVDA CRWV

SamLeCoyote_Fix_1

I like $FIX also, good target to short and $CRWV and .... so many

PaperHandsTheDip

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.

SamLeCoyote_Fix_1

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!

_hiddenscout

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.

IBangTokyoWife

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

KristyKae-12

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.

No-Pilot5559

I bought VRT and FIX at the top 2 years ago. Been pretty good so far

Some-Aspect2913

I’ll do research on it heard good things about FIX.

happy123z

FIX is a monster

lildumplingzzz

FIX, the last good call from r/valueinvesting from like two years ago

Perfect-Obligation60

JCI, FIX, VRT, SBGSY, SMERY. You're welcome.

Nizo_C

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.)

SamLeCoyote_Fix_1

(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

_hiddenscout

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.

ratchet1235

thoughts on the report? Revenue growth seems sluggish despite strong EPS, backlog compared to FIX.

TheConstellationGuy

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.

_hiddenscout

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)

TheConstellationGuy

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.

_hiddenscout

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.