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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
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.
Tell Joe to get back into office and FIX HIS MARKET NOW 🤬
Just tossing this out there, FIX looks great and getting greater, especially if the big AI and power build outs arent interrupted.
FIX haha, have you seen this company? An army of AC and ventilation good spread out across the horizon.
Bro just sell and buy FIX. It's so eeeeeeazyyyyy
FIX is doing great. I know, too boring.
FIX, GOOGLE, AAOI, PBR. McDonald's is up amost 500% in about 5 years. What companies do you invest in because you think they will be worth more?
There are lots of high quality names trading at discounts which I believe show much better next ~2-4 year returns than FIX at the current $1,450 price. I think FIX is now a big gamble given the valuations and multiple. FIX is already up another whopping 57% YTD following a 130% run up last year. This rally simply can't continue long term given the physical constraints of labor workforce. $1,450 is basically already pricing in a 20-30% YoY growth for this year, going into 2027, and possibly even into 2028. As we all know, the entire SaaS sector is unjustifiably punished. As my name implies, I've been continuing to actively invest in CSU. There are plenty of other high quality names that are very discounted. Some I have tracked that I believe are high quality at fair or even good valuations include SPGI, FICO, MCO, MSFT, CRM, BKNG, MELI, KNSL, CPRT, and BRO.
I’m actively selling my position in FIX. I’m up about 350% since initiating a large 5 figure position last Jan-April and think there are far better opportunities in the next 2-3 years. The valuation is far too stretched.
Check FIX, SIVEF, HYSR, LFEV. FIX is a fkn steamroller.
VRT, FIX, GEV, and TPL.... thank you for keeping my portfolio above water.
Same. It's on my watchlist but same. Ran up a lot along with FIX and all the fiber optic companies the past month. Still think if might fall, or general market
Why don't I just full port FIX and stop trying to be smarter than I am
Learned to invest in successful, well run companies that will grow. FIX
JUST TO LET YOU GUYS KNOW, IRAN WANTS COMPENSATION FOR ALL THE DAMAGES! Do you think 🥭 GONNA GIVE THEM MONEY TO FIX THINGS ? HELL NAH ! HE CANT TACO THIS SHITTT THIS TIME ! AND I AM SAYING THIS BEING A BULL 😡
Its definitely the one of the less mentioned stocks, since SNDK MU WDC and STX are more discussed, but there are also FIX and VLO as well for less discussed winners of the past months
Do half and half, bro. Always takes the mental strain off. Pick a few etfs , it's a good way to check out other areas, market wise and geographically. IEZ, MOO, SI, EWZ (If we have a global recession I think Brazil might outperform US. Also Norway, Canada and Australia.) An individual stock I like is FIX.
Haha Jesus Christ, sell it and invest in FIX and EWJ, it's like your asking for it
I like FIX alot. They just keep gobbling up smaller players and doing a great job. They'll be benefitting from power and datacenter build outs but they've been doing fine without them, also. For metals I just buy Sprott Inc. itself. Look at their returns. Equal to any of their etfs pretty much. Other than Silver miners etf .
Done for the day. SPY puts bought right at the top (Monday expiry; I never do 0dte) are closed now. Sold DELL, FIX, and CIEN calls and closed them also. Options selling is more consistent income
OMG Bloomberg, FIX THE MIC! Arrrrrgh!
Know what haven't sold off? The datacenter cooling companies. VRT, FIX, hell Autodesk
Probably not. I'm actually trimming right now, but it's more portfolio management reasons. It's about like 15% of my overall account. Between FIX, STRL, IESC, that's like 40% of my overall account for one of them.
FIX. In the last year it has gone up 358%
Oh fun futures turning to shit. CAN SOMEONE RESTART THE MARKET ROUTER??? FIX THIS SHIT!!!
I'm up about 22% YTD. Top three: FIX, STRL, IESC
Or his plays are direct beneficiaries on this whole AI wave, like SNDK, FIX, WDC. Nothing wrong with it, but he's trying to make it sound his portfolio does not include any "AI" picks.
Mmm hitting my FIX again to tempting a this pullback $1500 end of week
Take a loan and put it into $FIX
FIX will soon own every AC worker in the world.
$FIX can fix your problems
Max out credit and ALL IN CALL OPTIONS ON $FIX to fix your financial situation
its not just OpenAI but companies like $CAT and HVAC stuff like $FIX he suffer from lower capex
FIX is the long-term play for the year. Huge beat
FIX stole all of FIG gains
I may consider selling some CC's throughout the year against FIX to fund CSU. I see very limited upside with FIX at this point being at $1400 per share and 60x earnings.
No one here made money off of FIX this year, wild.
FIX absolutely annihilated earnings. Been on an insane run.
$FIX Comfort Systems USA reports Q4 EPS $9.37 vs $4.09 last year Reports Q4 revenue $2.65B, consensus $2.34B. Brian Lane, Comfort Systems USA's Chief Executive Officer, said, "We are deeply grateful for the amazing performance of our teams across the country. Their commitment and dedication continue to deliver excellent results for our customers, provide increasing opportunities for our employees, and bring crucial services to our communities. Careful discipline and great execution resulted in quarterly EPS that doubled compared to the same quarter last year. In addition to increased revenue and earnings, we also achieved over $400 million of quarterly cash flow."
Those $FIX earnings are insane once again. They doubled backlog and EPS year over year…
Nobody is talking about FIX. They were one of the last inclusions entered into the 500 and it's been doing great since.
Ah good point. I didn't think about FIX being in the sp5hundo. Let's see how it goes
Just from my experience, when a company has a lot of performance in the name, it’s hard to keep up the momentum after earnings. Like FIX is up like 90% the last six months. Wouldn’t be suprised to see profit taking no matter how good earnings are.
Getting into industry. I love PWLL and FIX! I want to visit a factory and touch some stuff haha.
I wonder if FIX will get a post earnings dip like IESC did. I'd be happy to snag some more in that situation if earnings are solid.
$FIX earnings tomorrow. Great company. Just passing it along.
don't forget to get you FIX for tomorrow.
Oh totally. It's wild to see FIX and IESC both are like 10x baggers from 5 years ago. Some of the best investments i've ever made.
Still cracks me up when you look at something like IESC and FIX on the 5year chart and be like I should have bought HVAC lol.
!banbet MODS FIX THIS FUCKING BULLSHIT
Investors are not any more guilty than anyone else for the enabling of unethical companies. Then don't call yourself a job maker and savior of the society... You can't be one the good guys when you enable it. And to say that consumer choices and INVESTING are in same scale.. For fucks sake.. Investors invest in millions and billions, EACH. And to you a consumer who has 200$ saved for something is EQUAL are individual level. That is just insane kind of mental gymnastics to put ALL consumers as equally quilty when huge portion of them can only choose what is in a store. They can only know as much as they are being told about the ethicality of a product. It is NOT EASY TO FIND OUT THAT INFORMATION in the first place. There are no indicators in store, "level 1 ethical production". Quite insane and out of touch with reality. You even blame WORKERS when in fact: ddn't you just say that investors are the creators, they are financing it all? You have to take the good with the bad and investors do have a choice! They absolutely do, they are not in the same boat as consumers, who do not have choices. There are 4 things in the store, all of them are ethically questionable. What is the consumer to do? That is the reality in the shops. You can not find products that would fulfill the criteria and in case of Fair Trade etc. products: they are considerably more expensive. So.. POOR PEOPLE ARE AT FAULT FOR BUYING THE ONLY PRODUCTS THEY CAN AFFORD. I know that investors are cold but really, what you most certainly didn't want to say you still said it: poor people have to sacrifice and starve or they are equally quilty to a billionaire and this... is enough to NOT FIX THE SYSTEM. That is the fucked up part, you are defending unethical practices while i absolutely am not. I want to fix this, YOU DO NOT!!! You are appealing on the side of the companies doing the unethical things and investors who do not have to invest but do have a choice. It is just sad fact that unethical companies make more profit. And they make more money for you. And you know that.
Learn all you can. Use a play money account to practice without losing anything for a few months. RKLB is a good company and stocks go up amd down. If you're investing you want it to go up over months or years. If your swing trading you want it to go up for a few days or weeks and sell. Thats jard to do and if you're only doing it with 100$ you're only gonna make $20 sometime. Focus on becoming valuable yourself so you can make more money and have more to save and invest. Many people will tell you too Voo and chill and that will be profitable in the future. If you want higher returns split up your investment money and pick 4 or 5 stocks and etfs that are in different fields and buy them. But stop losses on them. I do 15% below the price I paid. I like stocks that are already doing well and when they go up a good amount I change the stop loss to 15% under the new price. Here are some of my faves right now: IEZ, UWY, FIX, SII, DRTS. Good luck bro! STOP LOSS!
Check out Powell and FIX. Already great companies that are getting a big boost from datacenter builds amongst many other things.
LISTEN UP YUH COWARDLY BAG-HOLDERS! YUH ALL A CHASE DI GREEN CANDLE LIKE A PUSS-PUSS A CHASE A RAT! YUH ACCOUNT DEH PON LIFE SUPPORT WHILE YUH A POST MEME INNA DI DARK! YUH Nuh WORK, YUH NUH HAVE NO SENSE, JUST A PURE BUMBACLOT FOOLISHNESS AND LOSS PORN! MODS DEM GAY AND YUH ALL A FOLLOWER! FIX YUH LIFE BEFORE DI MARGIN CALL SWEEP YUH CLEAN!
Yeah, there's nothing bad in terms of the earnings - yet. It's still in euphoria at 60x earnings. When this AI narrative does fold, FIX will correct way more than 20%. It will probably be a 50-75% drop. I think the safe play is to trim and rebuy later. It's very well possibly the shares will be worth half to a third of what they are now in 1-2 years should hyperscalers show any indicaiton of scaling down growth, which I think, has a high probability.
It's funny because I post more in the daily's have brought this name up over the years. I still hold my shares for a few reasons. One is that I haven't seen anything bad in terms of the earnings of the company. Until the thesis breaks, there's really no reason to sell in my opinion. Like what Peter Lynch says: “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” I do think there is going to be a point where CAPEX cut does happen and I will take a hit on the shares, but I have no idea when that is happening. Again, I'm in a difference place than most investors since I've been long for a long longer and I don't mind if the stocks drops like 20% on CAPEX cut fears. Rather see the numbers before I over react. Like here's an example of something from 2 years ago: [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) Call out IESC, FIX, POWL, NVT, VRT, EME, and PWR. I lucked out since around 3-4 years ago I was buying electrification and physical data centers stocks before AI really took off.
I think it can potentially be much more overvalued than 20%. A 20% drawdown is still a ~48 PE. For it to return to historical multiples, a correction of about 66% would be necessary. FIX can definitely draw down 66% from the current ATH should the AI narrative completely collapse.
It’s too bad the entire share price is tied to data center mania. Once capex slows in the next few quarters this stock is dropping 50% minimum. All these names are gonna look like how SaaS looks like right now. Would look at buying into FIX again when it trades about the 15-20 PE mark. The fact it’s almost at 60 is absurd for an industrial name.
Totally, I get that. But based on my projections, if the AI narrative folds, it may take up to 10 years for FIX to reach this valuation again. Consider a sudden sell off of fears of cap ex growth slowdown (very possible in the next 1-2 years) - FIX will likely correct 30-60% back down to $400-600 based on how much of a rattle Deepseek caused. This can literally happen with any catalyst, and FIX is indeed a cyclical construction company. I will still hold 100 shares because this is my highest conviction play (50% of my potfolio), but I think I will continue to trim 65 more shares through April as there's just much more compelling names with higher FCF yields and much cheaper multiples (ie FCO, MCO, SPGI, CSU.TO...). Time will tell, but I think at ~60x earnings, time to de-risk.
If you think many companies will build data centers I like Powell PWEL an 80 year old electical infrustructure company and FIX an HVAC company. Both have plenty of other business but are also profiting from build outs.
Sure. But when Industrials and Data Center Infrastructure darlings which are up 300% from 2024 suddenly lose their AI CapEx boom, what happens to their stocks trading at 70x earnings? GEV, FIX, CAT, Vertiv. What happens when the AI CapEx boom turns into a bust? Microsoft and Meta and Google and Amazon won’t react to a stock collapse with even more CapEx.
I thought FIX could hit $1000 after I bought it at $350 last April. Look where that ended up. Anything can happen.
Do you have a bank account and an app for it? You can probably use your app. Look for an Investment option on the menu. You can buy stock by searching for the stock then choosing the amount you want and choose Market Price. Investing is complicated and, like most things in life, people are greedy and foolish and opportunistic. You can buy a stock in one company or an etf which is like a group of companies. Usually the same type of company, like oil companies. These can be less volatile because the companies all even out. Many people will tell you to invest in a safe, broad etf that can get you 10% ish a year returns. That's only $22 dollars at the end of the year. You will probably want to aim for more than that. If you have more than one stock it will be better in case one of them goes down. Look into these stocks. Go to Google financial and see how much they've gained this year and how much they've gained in the last year. Add them to your google financial watchlist. SII is a Mining and Metals etf. They have a great team and great performance. EWY is a South Korea etf. DRTS is a cancer fighting company that will grow fast if they get fda approval. FIX is a heating and cooling company that has been growing for a long time. IEZ is an oil equipment company. Watch what they do for a few days and invest in one or two of them. Then keep reading and learning everything you can. Investing as much as you can every week is important. If it's invested it will grow. If you spend it it's gone. Message me if you like I can help more. Good luck, brother! P.s. You can invest in KORU and your $20 will probably triple in a few months. Then you can take that money and invest in the safer options.
Google , nvidia & comfort systems USA inc (FIX) aren’t a good investment for the next 10 years ?
SNDK is far more undervalued. SNDK has forward PE of 7, FIX has a fwd pe of 36
Everybody talking about SNDK this or that, but nobody talking about $FIX's generational run right now
“We are going to FIX them” wtf!!!
Im guessing this mostly apply to meme stocks? FIX +30% since inclusion
If FIX can get back to $1250 in couple days, i am a very happy person.
Legence Corp (LGN) specialise in HVAC, mechanical, electrical and plumbing (MEP) services Over 60% of Nasdaq 100 companies are clients of Legence Only IPOd last year and look like a baby version of Comfort Systems (FIX)
the new mag7 for 2026 is SNDK, WDC, MU, STX, FIX, CMI and CHRW buy high sell higher mentality, being retarded pays off
FIX calls before earnings
You didn’t hear him? FIX YOUR LIFE. Hide your money under the mattress like a real man.
I wouldn't want to own EAT, occasionally have owned PM. It's more an illustration that the returns for *some* of these names have become a little less compelling over the last half decade (which includes the 2022 downturn but also the tail end of the 2020/21 bubble.) Microsoft is up 85% over the last 5 years. If you bought at the bottom in 2022 somewhat better at 95% but if you look around, can you find relatively boring names (look at something like MCK over the last 5 years; beautiful chart) where you could have had a better return with less volatility over either of those time frames? AAPL similar. AMZN has done better off the low - because it tanked harder in 2022 - but over the last 5 years the return is ... not great (although not helped by Bezos continually dumping into increases for a while.) GOOG has done well, META has done reasonably well. NVDA has obviously been the biggest beneficiary. None of these are bad companies, certainly. But I think that they've worked so well for so long that it seems like people have gotten to the point of habitually buying *all* of them without question and some of them have been lesser performers than others over the last half decade. IMO, too many people "collect 'em all" rather than focus on their best one or two ideas in the group. There's also been increasingly less discussion on Reddit of tech beyond Mag 7. Memory has been a giant theme. Years ago there would have been *tons* of talk about something like SNDK or MU. There's not really been much at all - a bit more lately but only after so much of the move has happened. I see little if any talk about what's going on in optics names. As someone who's been on Reddit for 10+ years, the variety of names talked about has shrunk considerably down to a lot of "the kind of things I'd hear about if I turned on CNBC" + a handful of selected reddit speculative names. There's also the question of whether the spending on the increasingly sizable fleet of data centers will ever end or even materially slow. When you look around over the last 5 years, the biggest beneficiaries have largely been where the money is being spent (FIX, STRL prime examples), not who's spending. If that is going to continue, maybe focus a bit less on Mag 7 (best couple of ideas rather than buying all of them) and more elsewhere? That's all.
> What other countries? Companies/stocks based in Australia, Canada, Mexico and a bit of Latin America (I should probably be looking further at Latin America.) There is a point - and I'm about there - where I will probably stop with further allocation to real assets unless things go further South. I think that there's a lot of validity to owning real assets in the years ahead but I don't want to go full "the dollar will collapse!"-style putting everything into that because I don't see that as likely (I do see the world as likely in the midst of potentially lasting negative change but I see it as negative, not apocalyptic), nor do I want to be entirely reliant upon one playbook. AI is still absolutely a theme of interest (not only in terms of technology, but ai-adjacent themes like power) but to me it's still very much about where companies are spending rather than about who is doing the spending. The where has changed and evolved a little over the last couple of years but that's still what's doing best. Meanwhile, if you look at MSFT (down 7% this morning), it's been outperformed over the last 5 years by a lot of boring things. Maybe it's just me but if something is a growth tech play and things like Walmart and the parent company of Chili's have outperformed it over the last 5 years, that's...not great. Maybe all this spending eventually results in a giant payoff for things like MSFT and we get a flip back to investing in the spenders instead of where they're spending, but 2-3 years of so-so returns is a lot of opportunity cost while other things (semis, even boring contractors like FIX - the latter has outperformed even NVDA over the last 5 years) have largely flown higher. "Would like to hear about others that don't fit into the baskets" There's less than there used to be. Couple of examples: I have done well with generic drug co Sandoz - boring name but has worked and generic GLP-1s start next year in some countries. I bought SATS last Fall shortly after the deal that involved SpaceX stock because I thought there would be demand for something that was heavily a SpaceX tracking stock. As there's been more discussion of a SpaceX IPO in the last month or two, it's taken off more. If we really go towards a scenario where the dollar continues lower and investing in resources becomes clearly a multi-year thing, I can imagine investing more in various resource country economies (airports and other infrastructure, perhaps staples, etc.) Some of that stuff has already done well in recent years but if resources turn into a multi-year theme I could see further tailwind. Sometimes with themes, I have a primary focus but then that primary focus becomes too much and it spills over into complentary subcategories. Really, when I talk about themes/baskets, it really is sort of an ETF of my own creation within a broader portfolio. It's not just owning metals and miners, it becomes owning something like Sprott or metals recycling companies and I owned FCFS (largest pawn shop owner) for a little while on the idea of how much prec metals are being transacted there. Something like data center power is never just one thing but a basket of complimentary/varied things. Lastly, I have no problem removing/reducing large chunks of my portfolio if a theme turns or new information/events happen that are negative in a lasting way or some other theme becomes more compelling. I am ab-so-lutely not always right by any means but I am not someone who sits with something that isn't working and goes, "the market just doesn't get it." Sometimes that's right sometimes that's wrong but for me everything is potentially some sort of learning experience. The market post covid imo moves a lot faster. I am relatively happy YTD because of positioning I started putting into place months ago, but at the same time I'm now sitting here thinking about what does 6 months from now look like and does that require positioning changes? "Thanks for your ideas! Your posts make a lot of sense to me." Thanks! I really appreciate that.