Reddit Posts
This rally looks like an exhaustion, doesn't it?
LINC: everyone bought the AI datacenter builders, nobody bought the school that trains their workers
Comfort Systems USA ($FIX) - Time to take profits?
FIX (Comfort Systems USA): Why skilled labor is the next AI bottleneck and how one company owns it
FIX (Comfort Systems USA): Why skilled labor is the next AI bottleneck and how one company owns it
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
**EXECUTIVE ORDER 1062** **I CAN FIX AMERICA, I PROMISE** By the authority vested in me by "trust me bro,"
#GUYS. DONT WORRY. JD WILL WRITE A LETTER. THAT WILL FIX THE MARKET :ahyes:
NVT is up like 12% from the lows. FLEX report this morning, 22% from the lows. FIX is up like 16% from the lows. Seems like a lot of the AI trade that was beat up is coming back. They are still well off, but not bad price action
But I made money… NOBODY FIX IT!!!!
Interesting company. I work in a field where the water is chemically treated. I'll have to look into them This likely pairs well with TIH (Canadian company), TT (Trane) and FIX
Curious if someone followed FIX's guidance. Very telling for the broader buildout story
Started adding to FIX again today. Thoughts?
Been saying a bit, I think there is also different waves in the AI trade, where a lot of the first wave stuff, like the NVDA/AVGO didn't catch bids while some of the new bottle necks started to. I do agree, like I've been long FIX, it sucks watching it go down, but still up a ton on it. That's the thing about the AI trade, it's really just like a handful of companies that are spending an insane amount of cash. They have gone negative and with higher rates it's going to be harder to raise capital. There will come a point where hyperscalers due cut. AI isn't going away, but it's possible the build slow downs and things normalize a bit. Doesn't mean things are bad investments, just you have to be sure you are buying something with a valuation that makes sense. Especially if capex does slow, every name becomes more expensive, since we know there will be EPS and revenue coming down.
$FIX • Revenue $3.77B (+54% YoY) • EPS $13.91 (+68.6% YoY) • Net Income $489M (+67.7% YoY) • Operating Cash Flow $1.01B (+82.5% YoY) ⠀ • Backlog $17.81B (+90% YoY, +27% QoQ) • Same-Store Backlog $17.39B (+85% YoY) • Backlog increased $3.75B sequentially • 9M Revenue $9.90B (+53% YoY) • 9M EPS $36.94 (+89% YoY) • Quarterly Dividend $0.90/share (+80% YoY) • Management expects continued organic growth and strong profitability into 2027 ⠀ “We continue to experience robust demand, and thanks to the dedication and excellence of our workforce, we believe that through year end and for 2027 we are well-positioned to grow organically, and to maintain high levels of profitability and solid ongoing cash flow.”
WD is the new WD-40. FIX THE DAMN MARKET!
Not even close. If you assume we stop new data center construction instantly.....let's look at FIX. That company made like $16/share in 2024. That's with some data center construction helping them. If you assume they go back to that level the stock is trading at 81x future earnings. Now do NVDA. Of you actually think data center construction stops next year there is a long way to go. Not a prediction, just doing math on your scenario.
$FIX vs $BLOOM, which is a better earnings trade for calls?
Can $FIX earnings, fix my portfolio?
Can $FIX earnings, fix my portfolio?
FIX earnings on 22nd will be telling on AI story, if they mention Capex spend lowering or they lower estimaes AI build out is slowing.
Some of the best names I've bought where a few years ago where IESC, FIX, STRL. I got into them before AI was a thing, just wanted to invest in physical data center and just lucked out with the trend. Also found all the names via screening and called out in the daily years ago.
AFTER YALL VOTE BLUE AT THESE MIDTERMS AND FIX YOUR FUCKING MESS!!!! This comment sponsored by **DEEZ NUTZ**
FIX STRL IESC down significantly. Any news? Considering adding more
Go ahead and bet against the FIX regards just do it! You're gonna lose your fucking ass!
I'm warning you stupid fucks the FIX is in and you can't beat it!
There are no alarm bells the rates will go where they go it don't fucking matter the Ai build out will happen regardless! The banks are in the equity markets are in every fucking body inc the gov is in!. The FIX is in and Bers R FUK!
It entirely depends on what you mean by "industry". The investment management/trading/securities industry is very broad. And there are conferences on many different aspects of the industry. Many of the better conferences tend to be focused on some aspect of the industry. The ones that I've attended in the past when I worked directly in the industry that I remember include events from SIFMA, MMI, and the FIX community. [https://fixtrading.org/events/](https://fixtrading.org/events/) [https://events.sifma.org/](https://events.sifma.org/) [https://www.mminst.org/events](https://www.mminst.org/events)
FIX and CARR to play the service / repair side as well.
@$VZW... FIX YOUR FUCKING NETWORK IN CHARLOTTE NORTH CAROLINA OR I WILL SHORT YOU TO HELL. ASK $T. I WILL GO GET THE NEW iPHONE Duo for free with@#$TMUS. PRINT. BACCARAT. CHECKMATE. CRACKHEAD. COVEFEFE PROTOCOL.
In 2013 I bought a few thousand shares of FIX at 12 and sold at 14 for a 15% gain
If she got beautiful smile, you DON'T EVEN HAVE TO FIX HER...
AIRR would be a solid alternative. The expense ratio is less but still high compared to other ETFs at .7%. Much more liquid and higher volume. It's a broad small/mid exposure to industrials. It has great mechanical contractors like FIX, but also civil earthwork, heavy machinery, specialty logistics, steel fabrication, aggregate, aerospace/defense, and water management. What I really like about it is that it has a community banking mandate. Richard Bernstein Advisors’ index methodology requires holding local commercial banks headquartered in traditional U.S. manufacturing states (e.g., Midwest and Sunbelt regional lenders) under the thesis that factory reshoring drives commercial loan growth. It's a really great and well managed passive ETF that is pretty much an all-weather compounder for the broader U.S. physical buildout (power grid, site civil work, domestic contracting, defense, and manufacturing).
why are the daily numbers showing spy is 759 FIX FIX FIX REGARDS
STRL and FIX also looking like blow off tops 🤔
Yes, it was pretty dead on too. I was able to buy Tsm at 164, lrcx at 50, MU at 67, Vrt at 55, FIX at 80, Gev at 640, alab at 22 etc. Lots of other companies that were sub $5 that are now 20-800 a share. Wish I wouldn't of sold most of the huge winners!!
THERES ONLY ONE FIX GUYS AND GALS. *Waits patiently for the CEO's new ingredient selection.* Fuck it I am in.
SPX moves -0.29% Retard: "THIS IS INSANE! IT IS ILLOGICAL! FIX THIS RIGHT **FUCKING** NOW BESSENT!" Normal person: "what?"
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.
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!
what to be accumulating for next 6-12-18 months right now imho SNDK, VRT, MU, SMHY, Samsung, FIX, LITE, NBIS, NFLX, META, MRVL
Is FIX still worth buying? Also shit how do i find these stocks 15 years ago?
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.
FIX options are about 10 to $20,000 PER CONTRACT...
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.
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.
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?
#source confirms the announcement will show ALIENS FROM OUTER SPACE HAVE INVIDED VOTTING MACHIINES AND SO NO MIDTEMS UNTIL FIX IS IN
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.
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.
ASTS $500 Next Christmas. DRTS leaps. RVMDW until December. FIX, AUR, PESOF.
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.
Lol at FIX chart. OPTXW, PESO.
>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!!!!!!
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.
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.
Wendys is in Europe, but only in the UK, Ireland, and Romania. EUROPOORS FIX THIS. DEMAND WENDYS.
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!
That's what I said haha. Jesus, invest in FIX or something.
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
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.
Check out the AIRR etf, and/or the companies it holds like STRL and FIX.
Hey other Tre! Evey month that passes that I don't full port these stocks and FIX and BWET i say what am doing?
wtf Robinhood is stealing money from me. FIX THE DAMN APP
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
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.
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 $2.3 billion worth of shares since the IPO) is crashing, you just have to look at the PUT option chains to see clearly that the tide has turned (easy to check on Finviz). Those who stay in, holding on, well, too bad for them. I said personnal advice, make your own DD first, do not listen to stupid advice on social media, it's your money! Do not forget also FIX and STRL 🙁
# Comfort Systems USA ($FIX) - Time to take profits?
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