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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
> 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.
Look at FIX as well, tons of business in data center construction.
from chat GPT: Here are the **top 5 companies in the Russell 2000 index by market capitalization** as of July 1, 2025: 1. **MicroStrategy Incorporated (MSTR)** – **$112.37 billion** [Disfold](https://disfold.com/stock-index/russell-2000/companies/?utm_source=chatgpt.com) 2. **Carvana Co. (CVNA)** – **$40.16 billion** [Disfold](https://disfold.com/stock-index/russell-2000/companies/?utm_source=chatgpt.com) 3. **Barnes Group Inc. (B)** – **$36.90 billion** [Disfold](https://disfold.com/stock-index/russell-2000/companies/?utm_source=chatgpt.com) 4. **Super Micro Computer, Inc. (SMCI)** – **$29.09 billion** [Disfold](https://disfold.com/stock-index/russell-2000/companies/?utm_source=chatgpt.com) 5. **Comfort Systems USA, Inc. (FIX)** – **$19.08 billion**
I like only his caps STUPID DJT, NEVER FIX MESS
I only read caps, NEVER FIX STUPID DJT
Anyone here holding onto FIX?
My money is on FIX (Comfort Systems).
The natural balance is behrs gable and bols profit. FIX THIS NAO
I givya my worrrd, HES GONNA FIX THE ECONOMY
FIX is up over 1000% since this post. Guy was right but for the wrong reason... Data centers are their growth market.
NVIDIA, Meta, Amazon and Eli Lilly for large cap. Comfort Systems (FIX), Flowserve, and East West Bancorp for mid and small cap. Add some India ETF for international and gold (GLD) and Bitcoin (IBIT) for some alternative asset diversification.
Apple is still built on Steve Jobs legacy. I had interactions with Steve Jobs in a professional setting…once even had the EXTREME terror of a personal “FIX THIS!” email from him…no other text, but everyone knew he would follow up if it wasn’t fixed so it was an immediate crit sit. I knew Tim Cook when he was still with IBM and they are two very different animals. Steve Jobs brought mad genius innovation (with zero compromises) to the table but Tim Cook is a businessman looking for ROI on all R&D investment. There is no longer an innovation differential with Apple products..I have only ever had an iPhone since the first gen 1 release (thank you to the kind person who jail broke the US Sprint version so I could use it with an Aussie sim), but our next phones will be a Chinese android with all the features at a better price point. I am sorry but Tim’s legacy is to have taken Apple from the innovative edge to look more like IBM…the dinosaur that doesn’t die but is now irrelevant.
Seems solid to me? ODR doing well. It was probably a mistake buying a call today to play the earnings (which worked out well for me with FIX). But I don't mind it dropping otherwise so I can get more shares if it takes a good enough beating
I don’t care about stock prices, JUST FIX YOUR GOD DAMN SHITCOIN OF A CURRENCY CALLED USD.
Well, one of them was FIX because of their position to benefit from tariffs and solid business to begin with. At this price I'm just holding what I already had sub - 16b valuation. They sit around 24.5b and at a higher general relative valuation.
https://preview.redd.it/tmeteml0jggf1.jpeg?width=559&format=pjpg&auto=webp&s=f6f38ca85e8c5660de0f83c40ceac6a426c1c8b7 I NEED MY FIX!
Hello... I am REALLY sorry about it not turning out so well for you. It is not too late to turn this trade around. This isn't advice but this is what I did and it should turn out very profitable. I btc mine this morning for $10.75 when RDDT was around $184-ish. The market then dropped and I thought my goose was cooked and I had been FOMO'd but it's recovering now. I bought 100 shares as it went back up at $187.90 just for some breathing room. Then I sto a new short call for Aug29 with a $185 strike for $16.55 when RDDT was just over $190.00. That same strike right now at it's current price of $195 and change will bring you about $20 taking your BE to $205.00. I don't usually raise the strike when I do a roll but I've been playing RDDT for a while now and it is VERY volatile so I took this opportunity to raise my strike in case I have to roll again. My new BE is now $201.55 and I have almost a month for it to play out. I am now waiting for RDDT to settle down, I have a month - or more if I roll again. When RDDT settles down a bit I will sell a put with a fairly high delta to take care of the Aug29$185 Call. I have now collected $21.55 in premium and paid out $10.75 for a net of $10.80 and I will collect more on the Short Put. I also collected almost $900 on a short $135 Put I had to protect my original short call. The BIGGEST problem with these trades, and I am STILL guilty of it myself, is FOMO. If you take the time to analyze your losing trades you will find that MOST of them can be recovered by rolling and giving them enough time. Learn about straddles they can save your bacon in MOST cases even if the stock craters. An INSTANT FIX for a short call ITM is to buy shares to cover then roll the current short call(s) out to at least BE and then take on a short put even if you go a very low delta just for the extra premium... I usually find a strike that will leave me in profit even in the worst case after adding up all the premiums. In a REALLY bad situation you may have to work it over a few months BUT IT IS POSSIBLE AND IT WORKS!!! Also, if you get assigned on a stock and it drops like a rock but it is a good stock don't pay any attention to the "picking up pennies in front of a steam roller" thing. NO MATTER your cost basis and NO MATTER the price of the underlying sell your CC's to get at least a 30% annualized return. If the stock keeps dropping and YOU ARE STILL SURE it will recover just keep selling the CC's getting the 30% plus premiums. In a year, more or less, you will have pretty well paid for the stock and the rest if gravy. "IF" it moons just keep rolling up and out until you are happy to get out. When I am rolling I will normally KEEP THE SAME STRIKE and take the shortest number of dte's to still get me a positive premium OVER the last btc. You will get paid more premium for your risk and carry the intrinsic forward. The very Best of Luck.
Was in Mod in the past. Créeme was the one who brought them up! Dude finds some great picks. This was like a year or two ago. I’ve been doing really well with scalping momentum. I bought some ERJ calls when it fell after the tariff news. Been killing it with stuff like RDW. Wait for a major day down and then buy the call just out of the money. Stoked for IESC. Based off FIX and EME, should be good. I bet you the residential numbers will look weak though.
MOD +16% on good numbers for Q, should have pulled the trigger to buy post $FIX oops
FIX and EME are just feasting
Research incessantly, read the news and look for themes. If (fill in the blank) headline is suggestive of a potentially compelling theme, I always like to have an answer or multiple stock answers as to how to express that theme. I will often create what are effectively "mini ETFs" around a theme - multiple, complimentary names to take advantage of something like data center demand. Buy things early or at least relatively early - there are people who have posted about the power/grid theme only recently after some headlines but something like GEV is up about 270% in the last year. It's not that the story doesn't possibly have further to go, but people are acting like it's the first inning or something when a lot of the easy money has already been made. If companies start creating ETFs around a theme it certainly isn't early anymore. Be open to the idea that something potentially hot doesn't always look slick/exciting. A few people including myself were on here in early 2024 talking about names like VST and other industrial/utility AI beneficiaries - the response was crickets because it seemed like nobody wanted to hear about anything AI related that wasn't tech. Meanwhile, VST, FIX, LMB, CEG, VRT, STRL, PWR, etc - all these things that have outperformed a lot of tech names over the last few years. So much spending on data centers and related energy needs - ask the question: who are the beneficiaries of all that spending? Research and ask yourself "if X then Y?" questions. "and do some people know which biotech stocks to invest in" I've had four biotech buyouts this year so far and have done pretty well with it over the last few years but it's very difficult, very volatile, time-intensive (to the point where I've had to dial down the amount I have in it) and risky. There have definitely been some names that I've owned that haven't worked out, but more have. It's a sector that I have some concerns about and also one where you have to reaaaally know what you own (and continue to do the homework) or you're going to get shaken out/have issues. It's also a sector where I would really particularly focus only on best ideas and not own just to own biotech/gamble. Biotech is fascinating and rewarding but also very demanding (imo, definitely something where you absolutely have to have a thesis/do the homework and I wouldn't own it just to own it/gamble) and volatile.
This bid and ask glitch is messed up. FIX IT JPOW.
Comfort System (FIX) is one of my best performers. Flowserve and Charter Industries are merging. They are like a baby Dover. ExelService Holdings (EXLS) is a baby Palantir and a William O’Neill favorite.
I bought 8k of FIX for 14 in 2014 and sold at 20 per share like a year later…almost 50% in a year I thought
$FIX and $EME just continue to deliver. I’ll hold these companies for a long time most likely.
FIX just killed earnings and their backlog grew a lot. Assuming similar for VRT
Great day for DECK and FIX investors.
$FIX Q2/2025 Revenue: $2.17B vs. $1.97B est. EPS: $6.53 vs. $4.83 est. Comfort Systems USA soars with over 70% earnings growth in Q2 2025; backlog hits a record $8.12 billion, signaling strong future demand.
Excited to see $FIX numbers after the bell. Wild how much this company has been growing.
FIX, EW, and VRSN for an easy earnings beat play
Sorry the wait, as of now, this is more heaviest names: STRL, FIX, IESC, RLKB, AGX, NVDA, CW, JBL
You just described the market more or less for the past decade. The reason is the transition from "old industry" where most companies are producing physical products or services that need to be in some way assembled, shipped, or handed to consumer, to digital "new industry". In old industry most succssful businesses can only focus and specialize in one veritcal; you can't really scale as producing more usually requires proportional input to output ratio. You past conglomerates are just a bunch of veriticals glued together and we see the likes of GE and DOW and DD and MDLZ just be split up, reconsolidate and split up again. I would agree some synergies are found, but mostly limited. Now in the digital age, a company can create a product or service in 1's and 0's, deploy it faster than a blink of an eye, and distribute globally within minutes. This is true scale and efficiency. These solutions can touch each and every industry, so it's tech applied to every veritcal in existence. AI is being hyped because it has the potential to take efficiency to the next level. >Because when the top 5 names are dragging the other 495 up the mountain, one of two things will happen This statement is not accurate at all. While it's true the top 7 or so carry some 33-40% of SP500 weight, there are plenty of other growth stories in in that bottom 493-495. Many of those would be digital age, but others as well. Let's see non-tech AXON ISRG LLY FIX TSCO TYL - just to name a few.
FIX YOUR SHIT APP REDDIT stg i see an opening it’s rddt puts on the menu
If you are functionally illiterate, you will support him because he is a screaming preacher with nothing to say. Here we are in July, and not one thing is fixed that he said he could fix in a week. Massive Tariffs are not going to fix anything; they just make things more expensive. Blaming EVERYONE ELSE FOR THE CONDITION THINGS ARE IN DOESN'T FIX ANYTHING.
CRSP. Crispr is the medical path of the future. They make cures not treatments. Look at vertex. Crispr will probably follow a similar pathway. That's my future bet. My other bet is FIX. They are growing pretty solid.
FIX THE APP! Thank you for your attention to this matter
My beef is not with FIX as a company. They are a GREAT company. When you have a bunch of A type females working in a “male dominated industry” there’s bound to be some personality conflicts here and there. It really is, as I stated, petty and personal.
Indulge me, if you will, on your beef with FIX. Curious as I have previously been a holder and thought about getting back in at some point
THE LAST CONTRACT TO FIX COPPER TO FIBER WAS FOR FIFTEEN YEARS WE'RE GOING TO REPLACE THE ENTIRE AUR TRAFFIC CONTROL INFRASTRUCTURE IN TWO!!! yeah you're not going to. Good luck replacing even one major software component in those 2 years
I have SPY $624’s expiring tomorrow. PLEASE FIX
$FIX is perfectly positioned for the boots and shovels for data centre and industrial growth
IESC. Kind of similar to FIX. About 1/3 of my entire net worth is in FIX, so IESC is a bit redundant for me, but I would have liked to own this one.
You say that the US and Europe (and Taiwan itself) have realized they need to do more. True. But WILL they? CAN they? In the 2011 Libyan war, UK and France ran out of munitions within weeks. And that was an artisanal-scale war compared to what a total war would look like. [https://www.washingtonpost.com/world/nato-runs-short-on-some-munitions-in-libya/2011/04/15/AF3O7ElD\_story.html](https://www.washingtonpost.com/world/nato-runs-short-on-some-munitions-in-libya/2011/04/15/AF3O7ElD_story.html) THEY DIDN'T FIX IT. Even after 3 years of Ukraine war, it took Trump spazzing out for the EU to finally proclaim that they will put a trillion euro into the problem. We'll see how much of that is wasted make-jobs stuff, though. China is so hard to defeat in a long war because it already has such a goliath industrial base that can be repurposed for military use, much like the USA repurposed factories to produce tanks instead of cars. (I don't think most people realize just how giant China's physical goods production is; they make more steel than the rest of the world COMBINED, for instance.) Basically, in peacetime, your manufacturing industry can make $$$ and provides jobs. In wartime you can swamp the other side, like literally make more drones than can be shot down. (China's DJI makes more drones than everyone else COMBINED.) So by scaling its physical production to the moon, China gives itself the ability to scale military production to the moon, too. In contrast, the USA has most of its manufacturing base. There is still some, like aerospace and cars, but take a look at USA commercial and military shipbuilding capacity. It's near-zero now, to the point where we are having to ask South Korea for use of its shipyards. Pathetic for a country that had Rosie the Riveter. There have been tons of articles about why manufacturing isn't returning to the USA anytime soon even if Chinese tariffs go sky-high; lots would just shift to other places in Asia instead. So I won't repeat them here. Deriding North Korea and Russia doesn't help your case. As bad as their production has been, the EU's production is even more pathetic. It's high-quality, artisanal-scale but in a conflict with China, that's not going to cut it.
[In their quest to cut government spending, the Trump admin actually cut into some of the advisory panels at the Bureau of Labor Statistics.](https://www.politico.com/newsletters/weekly-shift/2025/03/24/bls-expert-alarmed-by-advisory-committee-cuts-00244491#:~:text=QUICK%20FIX,adjusting%20all%20of%20the%20time.) If there was ever a time to have distrust in the CPI figures, now is the time to be weary.
"Looking for stocks that can (or starting to) take off and could become big players in the near future." IMO if a growth name isn't up quite nicely in the market that has been the last two months I would question what's wrong with it. Have already started to trim a bit some of the things that are up substantially in a very short period of time, things like NET up more than 100% off the low of less than 3 mo ago and ASTS practically going vertical up 110% in a month. I'd rather wait for better opportunities in some of the better/best growth stories than buy something so-so because it hasn't run up as much. " AI, space, robotics and defence stocks are particularly great nowadays" Industrial stuff like FIX and LMB up a lot this year and over the last 5 years (LMB up 3,700% in the last 5) but nobody buys these things on here because they're not flashy companies. VST/TLN/CEG in utilities. PWR/EME. All this stuff that keeps doing well but nobody seems interested because it looks boring on the surface - yet something like PWR has far outperformed most of the mag 7 over the last 5 years. Mitsubishi Heavy Industries in Japan up a bit over 1,000% in the last 5 years. Even with tech there's barely any discussion of tech on here that's not mega cap tech - NET up a casual 100% off the low with no mention. PLTR had such skepticism and now people are asking about whether it's too late or not. Euro defense is a good theme with the spending that will occur, but Rhinemetall up 264% in the last year and 2,100% over the last 5 years already takes a fair amount of that into account.
Tell your Canadian peers to un-cancel Don Cherry pre-mortem, so while he's still alive. He was, and is, a champ. And didn't deserve redic fate dealt. Apropos for Canada decline though. FIX THAT! 🇨🇦
RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.
Ally Bank crashed system wide? The investment accounts are frozen their message is: GIVE US AN HOUR TO FIX IT TRY BACK LATER What the fuck is that? Puts on Ally (if I could actually fucking trade) Shit Company Fuck Ally
GOD DAMMIT MODS, FIX IT. Now. !banbet
Looked into two beaten down names over the weekend: AAON and USLM. AAON (down ~40% ytd): Oklahoma based HVAC company. I’m not too familiar with the space outside of FIX, which I already have a position in. Numbers look solid but I think their outlook for this year led to the most recent sell off. Also their CEO left and sold a bunch of his shares, but I’m less concerned on that. USLM (down ~30% ytd): limestone minerals company. I actually haven’t done much research into why it’s down this year, but it’s interesting reading about the use of limestone. Seems like an interesting way to get exposure to construction.
A lot of people mention the nuclear stocks like CEG, GEV, VST. I’m personally in VST and it’s done very well over the last year. Keep in mind- building nuclear plants takes a while and companies need this energy now. Not to say investing in these companies is a bad idea, but as of today, I don’t think that’s the best approach. I really like LB as a way to get exposure to water, energy, and data centers all in one. They’re literally a company that owns land and collects money from surface rights. Very low CAPEX. FIX (comfort systems) is an interesting name in the HVAC space. Increased energy consumption increases the need for cooling right? I also like VG, which is a natural gas play.
Oh he is so cool, keeping the rates stupidly high and strangling the economy TO FIX HIS OWN ISSUE when he fucked up monetary policy so bad 4 years ago, it spiked generational inflation. What a rockstar!
They went from: OUR POLICIES WILL FIX EVERYTHING SO WELL THAT WE WILL EVEN STOP TAXING YOU GUYS To HEY, LISTEN, THE ECONOMY NEEDS TO TANK. WE NEED TO RESET EVERYTHING. All while doing NOTHING to remedy the budget. Aka this 'reset' they preach of will do nothing but result in suffering the majority of Americans; further increasing the wealth gap disparity to levels never before seen since the implementation of capitalism. 😂
wE hAd tRoUbLe reAcHiNG rEddIt FIX YOUR APP ANGRY PEPE FACE
I don’t mind Elon turning against me, but he should have done so months ago. This is one of the Greatest Bills ever presented to Congress. It’s a Record Cut in Expenses, $1.6 Trillion Dollars, and the Biggest Tax Cut ever given. If this Bill doesn’t pass, there will be a 68% Tax Increase, and things far worse than that. I didn’t create this mess, I’m just here to FIX IT. This puts our Country on a Path of Greatness. MAKE AMERICA GREAT AGAIN! "puts"
TRUMP: I don’t mind Elon turning against me, but he should have done so months ago. This is one of the Greatest Bills ever presented to Congress. It’s a Record Cut in Expenses, $1.6 Trillion Dollars, and the Biggest Tax Cut ever given. If this Bill doesn’t pass, there will be a 68% Tax Increase, and things far worse than that. I didn’t create this mess, I’m just here to FIX IT. This puts our Country on a Path of Greatness. MAKE AMERICA GREAT AGAIN!
Taco I don’t mind Elon turning against me, but he should have done so months ago. This is one of the Greatest Bills ever presented to Congress. It’s a Record Cut in Expenses, $1.6 Trillion Dollars, and the Biggest Tax Cut ever given. If this Bill doesn’t pass, there will be a 68% Tax Increase, and things far worse than that. I didn’t create this mess, I’m just here to FIX IT. This puts our Country on a Path of Greatness. MAKE AMERICA GREAT AGAIN! https://truthsocial.com/@realDonaldTrump/114632555927229642