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How does the title of your post relate to the content? I don’t see the connection. You install a few HVAC systems and assume all the others are the same? Could this be any more anecdotal. My understanding is the concerns about water useage have been exaggerated and the main concern continues to be energy.
HVAC bro here thinks once the data center gets built, they fill it full of chips and flip and switch then the country goes into a blackout. I'm thinking he's probably just the assistants assistant who hangs around and holds the ladder while the adults work.
AI will take your job. AI will not do HVAC.
Hey Larry/Jensen/Satya, the HVAC guy would like a word with the CFO…Says the building will be worthless in a few years? -sounds pretty serious. I’m officially calling the bubble, bubble right now.
Hmmm maybe now is the time to get HVAC installed in my old ass house? Estimates were comically high the past couple of years
Woah woah, I’m an HVAC tech and I took AP calculus in high school.
The people doing plumbing, HVAC, and electrical are the kids who couldn't pass pre algebra let alone intro to chemistry in high school. Surely you're not that regarded. Try YouTube.
And qubts "foundry" didn't have industrial HVAC, lifted ceilings, a loading dock or even a garage door. Along with having sold like only a dozen units (most likely to themselves) seems it was all just fraud.
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
We could always take power from public infrastructure. Maybe people shouldn't really be trying to bend the climate to their unnecessary comfort of their own homes? How about we just make a law that says public school infrastructure can have HVAC and the public can sit in the gyms if they don't want to be in their natural climate homes? Now we have the energy infrastructure we need for data centers.
This will probably get lost here, but seems like a lot of people have forgotten the energy SAVINGS we have created over the past 20 years. \- 100 watt lightbulbs now use only 16 or so watts. \- Refrigerators, dryers, dishwashers are all much more efficient \- 14 SEER HVAC is much more efficient than what we had 20 years ago, 30 years ago. I know we have a lot more smart devices but seems like we have saved a lot of energy in a lot of areas that we didn't used to care about. And I'm not an electrician, but when is the life expectancy of electrical wire, seems like it chould be much more than 50 years?
Read all of this and all of the links and become an informed investor: [https://www.reddit.com/r/Bogleheads/comments/1l6j6tj/new\_to\_rbogleheads\_read\_this\_first/](https://www.reddit.com/r/Bogleheads/comments/1l6j6tj/new_to_rbogleheads_read_this_first/) This will take some time. It's your money and your future. It's worth spending some time. There may be some good advice on Youtube channels. It is also hugely outweighed by a lot of really bad advice. I wouldn't bother with Youtube. Watching videos is not a good way to learn. There are some good books that won't take long to read. I like the Bogle ones for a simple, but effective approach to investing. My library had one of them. I've been investing for 50 years so I don't bother continuing reading books. My parents didn't know anything about investing to teach it to me. All of their investing was in bank CDs. They did highly emphasize saving. I had to learn investing on my own and made many mistakes along the way. I wish I had that read-this-first or the Bogle books at 25. My net worth would probably be double what it is. I still did pretty well fumbling my way through it. Construction and other skilled trades are a good way to make a living and make more money than a lot of college graduate jobs. The downside generally is it is hard on your body and may be tough to do until an age 65 retirement. I am always grateful when I can get skilled trades home work done - HVAC, electrical, plumbing, honey dipper. That is stuff I can't do myself.
I’m in the upper Midwest. As for what is considered a skilled trade, this sums it up pretty well. From Google: “Skilled trade jobs are hands-on professions that require specialized training, often through apprenticeships, but not a four-year college degree. Examples include electricians, plumbers, carpenters, and HVAC technicians, as well as careers in manufacturing and transportation like welders or automotive service technicians. These jobs involve building, repairing, or maintaining various systems and structures. Common skilled trade jobs • Construction: Electrician, plumber, carpenter, welder, painter, and pipefitter • Manufacturing and Industrial: Machinist, metal fabricator, tool and die maker, and industrial mechanic • Transportation: Automotive service technician, heavy-duty equipment technician, and commercial driver • Maintenance and Repair: HVAC technician, maintenance worker, and electrician's or plumber's apprentice. • Other: Sterilization professional, locksmith technician, and stationary engineer.”
I'm an HVAC technician. The worst people to deal with are engineers for the reasons you mention and landlords.
AI can’t fix your HVAC or plumbing or anything
You seem to be missing the fact that they are actually building datacenters with the money being passed around. No new wealth being created? Lots of the infrastructure buildout is creating jobs and revenue for everybody in the supply chain. You can already see different companies in different sectors (semis, energy, memory, storage, HVAC, etc.) all get a boost in their revenues. The mega-caps with the big wallets are financing the smaller players who don't have cash to fund the infrastructure buildout needed. This is the classic case of a smaller business needing cash to expand their operations. The one thing you have to remember is that the mega-caps aren't the ones going into heavy debt to fund this whole endeavor. They are using a portion of their free cash flow. Rather than do stock buybacks, they decided to invest in their R&D in order to stay ahead of everyone else. If you are a mega-cap with a huge cash $ and you find a nascent new technology that is extremely promising but also extremely expensive initially to invest in, what do you do to stay ahead of the competition? You outspend them. Once this techology comes down in cost (and it will, all hardware gets more affordable over time), more players will be able to enter the space and the advantage these mega-caps have will be reduced. They literally are spending to stay ahead of everyone out there because if they don't, someone else will and they are dead.
Easy. Say they're AI HVAC and you're selling them to the govt.
$PLTR "investors" are absolutely COOKed ☠️ I don't think many understand how absurd this 137x p/s figure is on $PLTR... Let's say you own a business, call it an HVAC business. You do $1,000,000 in sales a year and someone comes and says they are willing to pay $137,000,000 for your company. What's your next move!
Just the HVAC and cooling systems are a fortune
It's a jobs program for HVAC technicians
Put the mentions on a watch list. Look into those companies and see what they do. Weed out the shit ones that have 8 employees in an office beside an HVAC company like BURU and then watch for volume. If a stock is trading 50 times its regular volume its gonna either skyrocket or sink like the titanic. Set a stop loss and say 3 hail marys.
Totally. Done really well with like IESC, FIX and LMB, which are more of the wiring aspect and upgrading things like HVAC. It's the same thing with solar + battery storage. I follow a lot of energy people and what not on Twitter. I find it interesting. Like it's insane how much that space is growing, but just never find companies outside of like a few that I want to invest in. I know I interact with you time to time. Probably read this from me, post it every so often, but one my things with investing is really caring about valuation, because I think overpaying for something can really kill your overall returns. Like I'm a GARPy person, I don't mind paying a little bit of a premium for a great company. I always try to buy things with PEGs under 2. BMI just never gets there.
Sorry to come in hot but I don't want to see people left behind. AI is going to change things. I was on the fence for awhile but it's just the reality now. I'm seeing it heavily used and companies stalling on hiring until they have a good handle on what the labor market is going to look like with AI. The economy is going to diverge into AI software companies (google, microsoft), traditional companies that embraced AI early and did it better than their competitors (walmart, amazon etc..), companies that support AI (infrastructure, critical materials, data centers and electrical/grids) and skilled labor (healthcare, dentistry, HVAC, plumbing, blue collar etc...). This is a disruptor just like the internet. This isn't an ideology like bitcoin or crypto - it has substantiated returns. Check out NVDA'S PE ratio for example
They are objectively bad as daily drivers for on-road use, but are priced at luxury car prices. They're very robust and overbuilt as per the design intent, but have teething pains (leaks, infotainment issues, HVAC problems, etc), and the overbuilt frame and axles don't mean anything to most drivers. They lack interior storage and are very noisy vehicles to drive on the road. The dealership network is also tiny, and you can't even reset the oil change warning as an end user (been promised for years at this point). They only recently fixed the ADAS warning. This is a very flawed vehicle which is good at a thing most people don't actually need (off-road durability). Gen 2 whenever it comes should be interesting. They'll either add in some creature comforts or off-road capability (articulation on them is pretty awful, they need disconnecting sway bars). The problem is very few people want a 90k noisy off-road vehicle just because it looks cool and is built out of parts that would survive tractor duty. There's a reason they are sitting on lots even with the recent price cut.
we're all going to be cops, HVAC guys, or unemployed day traders gambling on the robot wealth of 10 trillionaires. end stage capitalism for ya
It's going to be wild in a few years when we're mostly an economy of cops, HVAC guys, and unemployed day traders speculating on the robot wealth of about 10 trillionaires
Every month. Play Store, YouTube premium Lite, YouTubeTV, Pixel phones on Google Fi network, Google One for data storage and access to larger limits in Notebook/Gemini, Fitbit premium (though this is a free trial and I'm allowing it to expire lol).... Google Fiber is coming to our area soon, and when my HVAC inevitably needs to be replaced in the next year or two I'll put a Nest thermostat on the new unit. I wish Waymo were available in my city, my wife and I could sell a vehicle and be a one car household
Tech gunna continue beating and raising. I was just looking at HVAC companies and they’re beating expectations by nearly 20%, saying they can’t keep up with the demand due to data center expansion. Don’t think this is slowing down anytime soon, and probably another .25 bps cut by December
Not so sure. Bunch of my tech plays blew it out of the water for Q3 (Ai data centers), there’s a massive amount of money being thrown around, and over the last couple weeks a lot of tech plays bled away 20-30% from ATH. There’s room here. Im even seeing HVAC contractors are beating expected earnings by 20%+. What do you think will fill these giant new data centers?
Comfort Systems USA soared Friday after the HVAC and electrical contracting company breezed past earnings expectations amid "unprecedented demand" for its services.
HVAC is tough I hope he does well and I'm sure he will! Keep him away from this sub lol
HVAC is similiar, my 16 year old son just finished an HVAC program through the high school, local company hired him from noon till 4 every day while he finishes he 11th and 12 grades, their paying him 22$ an hour with a contracted bump to 30$ once he finishes school. Crazyness.
While this is truly the golden age for franchise HVAC companies, I believe there might be a end to this boom coming soon. There was a ton of private equity money coming into the sector but now it seems like it is slowing down. Majority of activity in the field now is acquisition or mergers from what I can see.
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.
They had good earnings today. A long time ago I worked in datacenters and telecom. I know MLI's products first-hand; especially some of their valves and HVAC stuff. This is an AI datacenter play. While they might get hurt by the poor consumer housing market and poor business construction, they may be able to lean into datacenter construction.
buy your neighborhood HVAC business from a retiring boomer (after you win a bidding war with Apollo)
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.
I ended up having to move for work. Many projects ended up getting put on hold, one mill shut down due to falling demand for their paper product. I've since moved to Atl working in commercial HVAC. Copper has went through the roof and quite volatile, thankfully my job is connected to data centers that have no choice but to be built.
Hopefully learning a lot about plumbing, HVAC, and electrical, etc. So they that we all can take care of our homes and have those trades to make life easier. They will get rich by doing this.
Just look at NUAI and OPEN's chart same exact pattern. Then look what happened after receiving Nasdaq compliance letter. DFLI patterned with PACCAR (multibillion dollar company behind Peterbilt and Kenworth) to incorporate effective way of using HVAC and electronics while idling. Saves environment, and less stress on the engine. This will be above $7 by end of year.
DFLI buy and hold. Been telling you this since September. DFLI compliance letter will be released Thursday. Earnings call is scheduled on November 14th, 2025. preliminary results are in and YoY revenue in sales is up 26% and losses has narrowed roughly 18%. Once the confirmations are out we can see a beautiful spike. Also I've just read on Electrik that instead of going fully electric with trucks, truckers are starting to use lithium batteries to power their HVAC, fridges, and electronics while parked. Cuts idling, saves fuel, and reduces wear on the diesel engine. Realistic step toward cleaner trucking without waiting for full EV semis. Low and behold, the key player behind this story is Dragonfly and their partner PACCER (company behind Kenworth and Peterbilt) In short Dragonfly will be providing PACCER with batteries to make their diesel trucks more efficient. DFLI is going to be the next OPEN. Should be around $7 by EOY. This is a marathon not a race.
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.
data center services, power and HVAC you welcome
Recent US Breakthrough: Rare-Earth-Free Magnet with Superior High-Temperature Performance Rare-earth magnets, such as neodymium-iron-boron (NdFeB) types, have long been the gold standard for strength in permanent magnets, offering magnetic energy products (a key measure of strength) of 30–55 MGOe (mega-gauss-oersteds). These were co-invented in the US in the 1980s by researchers like John Croat at General Motors, revolutionizing applications from electric vehicles (EVs) to wind turbines. However, their reliance on scarce, China-dominated rare-earth elements (like neodymium) has driven efforts to develop alternatives. A major US advancement addressing this came in 2023 from the U.S. Department of Energy’s Ames National Laboratory in Iowa. Scientists there developed a rare-earth-free bonded magnet using a cerium-based alloy (specifically, cerium-cobalt-iron-copper), designed for industrial motors. While its room-temperature strength is comparable to or slightly below standard NdFeB magnets (exact MGOe figures aren’t public yet, but it’s optimized for efficiency rather than raw power), it excels in coercivity—the magnet’s resistance to demagnetization. Crucially, its coercivity nearly doubles when temperatures rise from room temperature to 100°C (212°F), a performance edge over rare-earth magnets, which often lose effectiveness in heat-heavy applications like EV motors or factory pumps. Key Details on the Invention • Inventors and Development: Led by Ames Lab’s Ryan Ott and Iver Anderson, in collaboration with industry partners like John Deere. The project focused on affordable, supply-chain-resilient materials for permanent magnet motors, which are 10–20% more efficient than induction motors but typically rare-earth dependent. • Why “Stronger” Than Rare-Earth? It’s not universally stronger in raw magnetic field (e.g., remanence), but outperforms in high-heat scenarios where rare-earth magnets degrade. Tests in an industrial pump motor showed it exceeding design specs for torque and efficiency, potentially reducing motor size/weight by 10–15% in hot environments. • Advantages: • No rare-earths: Uses abundant cerium (a “light” rare-earth byproduct) and common metals, cutting costs by ~30–50% and avoiding geopolitical risks. • Heat tolerance: Retains magnetism up to 200°C+, vs. NdFeB’s ~80–150°C limit without expensive additives like dysprosium. • Scalability: Already prototyped in bonded form (powder mixed with polymer for flexibility); sintered versions are in testing. • Applications: Ideal for EVs, HVAC systems, and manufacturing—sectors where heat buildup is common. Ames Lab estimates it could replace rare-earths in 20–30% of industrial motors by 2030. Broader US Efforts in Rare-Earth Alternatives This isn’t isolated; US innovation is accelerating due to supply concerns. Other notable developments: • Niron Magnetics (Minneapolis, MN): Since 2014, they’ve commercialized iron-nitride (Fe16N2) magnets. Theoretical strength exceeds NdFeB by 2x (up to 130 MGOe), using only iron and nitrogen. Prototypes match neodymium performance at half the cost; production scaling in 2025. • Tetraenite (Iron-Nickel): University of Minnesota researchers (2022) lab-created this meteorite-like alloy in seconds, rivaling NdFeB in anisotropy (directional strength). Funded by ARPA-E, it’s targeting EV motors with 40–50 MGOe. • Oak Ridge National Lab Projects: Exploring ferrite and manganese-aluminum-carbon magnets, achieving 20–30 MGOe—sufficient for many EVs without rare-earths, though ~30% heavier than NdFeB equivalents. These US inventions stem from federal investments (e.g., Bipartisan Infrastructure Law’s $1B+ for critical materials). While not all surpass rare-earths in every metric yet, the Ames magnet’s heat-edge makes it “stronger” for real-world durability. For updates, check Ames Lab’s site or Niron’s roadmap—commercial pilots are underway as of October 2025. If you meant a specific magnet or application, provide more details!
Also, they have robotaxis running right now in multiple cities. Not an upcoming technology I would wanna bet against as it's operations expand nationally and internationally. Also, Trump has an 80% chance of losing his tariff authority appeal to be decided case on Nov. 5 by the Supreme Court. I would recommend QUBT. Their "foundry" is a plain old office building without industrial HVAC equipment, garage doors or elevated ceilings. They don't even have a double wide door to get equipment inside. It's a total Ponzi scheme. And trading near ATH. I really think this one is gonna drop till it's delisted. No idea how long this fuckery will last, so make sure you're buying leaps, as the market could skyrocket if Trump loses his tarrif case and the money collected gets refunded to the companies who paid them.
Well each HVAC tech should gross on average about $350,000 for general residential and light commercial. While industrial and speciality (think life science) will gross ~1M. A mid sized company carries about 100 to 1500 employees. I'd say most HVAC probably lean <200. Of which maybe 20% of staff are general tech and 10% specialized. And rest of staff supports, but all gross is accounted for by tech work. So that's about 25M per year gross as a midpoint. I'd say it tops out at about 60M before they arent mid sized compabies. Residential light commercial exclusive small business tend to cap around 5-6M gross, which would have been more than ASTS did in gross full year 2024. From here you can work out which ones are multi billion dollar companies with revenue below either a mid sized HVAC company or small business HVAC company.
Which multi billion dollar companies are bringing in less revenue than a mid sized HVAC company? Profits id believe but overall revenue is a bigger stretch.
Revenue, HVAC companies tend to actually be profitable so we can't compare there
Maybe HVAC companies should IPO.
There are so many multi billion companies out there that make less revenue than mid sized HVAC companies.
At my job I keep hearing shit like; yeah let’s see a robot install HVAC, deal cards, do carpentry and on and on and on. People don’t get the whole point of robotics, AI and quantum computing. It’s being produced to eliminate need for labor.
Robotics needs a lot more than a couple years. I don’t see robots being able to put in new roof or a new HVAC system anytime soon.
After owning two houses both with Trane HVAC I can say with some authority that it is in fact *not* hard to stop a Trane. At all. Puts on TT.
Consider it tuition. Push that passion into something that can give you a good long term career. Look for something AI cant challenge. Eg. HVAC or plumbing or heavy mechanic. Once you get there, dump 80% in VOO and play riskier bets with 20%. For that 20%, paper trade until you can use a consistent strategy to get > 1.0 sharpe ratio. Or forget it and live life. Travel the world while you're young. Working holidays. Teach English in other countries. This will be priceless down the road.
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.
HVAC propaganda, Plumbing propaganda, Deck building, MtG, Pokemon, Harry Potter and data science propaganda. Yeah... It's crazy how so for many people the only thing that exists now is politics... I don't really partake in all that. I'm usually researching things that are fact based and revolve around real hobbies.
Lets make a list: MEP and Architecture firms that already have some experience in the industry. Tack onto this Systems Integrators that work with those companies and have known relationships, who are also publicly traded (Don't confuse that with IT SI's - these are specific to industrial automation systems) Any kind of air handling and conditioning. The big BMS (building management systems) manufacturers Companies that produce nutrients, particularly if they have been heavy into R&D for the sector and already have offerings. Water conditioning companies - these will be things like water softeners, companies that treat water, not in the sense of waste water, but companies that treat boiler water and such. They ensure proper pH, have systems to monitor and remove solids, etc. The chemicals that those companies use. Any Original Equipment Manufacturers that have a tangential niche or already offer products and are publicly traded: Packaging equipment Companies that make humidity and climate controlled areas like for dry aging beef Companies that make process equipment such as ABB Process Systems that are publicly traded Lighting manufacturers that have offerings - these need to be name-brand and expensive. MEP's will specify the most expensive option and then let someone else value-engineer the job and take responsibility for it HVAC and Electrical contracting companies that are involved with the above companies Financial and Inventory: Software companies with well-known and trusted names that have industry specific offerings for the area. Inventory tracking companies in the niche that are well-known, bonus points if they have built-in compliance as it's a medical industry. Security Companies, particularly armed security companies I have extensive experience in various fields in manufacturing and construction, and these are what come to my mind. Please don't hesitate to PM me with your choices or reply here if you have questions. I don't have time to research it but I'm happy to offer my industry experience up.
Invest in yourself. Get education, training, certifications for jobs that are well beyond minimum wage. Trades (electrician, plumbing, HVAC, mechanic, etc.) can be good too. Keep in mind that they can be hard physical work. There's nothing wrong with that, but you may not be able to do it until a retirement age of 65+. Take some of your starting income and build up an emergency fund of several months of expenses. That is personal insurance that you won't go broke if you miss a few paychecks. Put that in the best high yield savings, broker money market fund or short term bond fund. The money needs to be spendable in a few days without having lost value. Stocks are not appropriate. Never touch this for beer money, concert tickets, etc.
This is called an Emergency Fund. Getting started on one, no matter how small, is a very good idea. The generally recommended amount to get to is enough for three months of loss of income. If you are a homeowner you need more - roof, HVAC, unexpected car replacement, etc. The money belongs in the best yielding liquid savings you can find. You need to be able to use the money within a few days. High yield savings, broker money market fund, short term bond funds are recommended. High yield savings will be at online banks, not at local branch banks or credit unions. Currently you can expect 3.5% to 4.1% with broker products. High yield savings, and broker holdings can be funded by transfer from your regular bank when you can. I recommend taking a hard look at your budget and spending. Has unnecessary spending creeped in? Streaming services, frequent restaurant meals, bar drinks, $7 coffees, and many etceteras. The idea is to get beyond living paycheck to paycheck and be financially stable and prepared. Good luck
I do. One thing I noticed is this sub doesnt really get into the other picks and shovels of the data center segment. Just to name one HVAC is a sector that benefits from the data center buildout.
I like MLI for HVAC components. Seems undervalued right now and they make a lot of pipes/valves, heat exchangers etc that will be needed for build outs. Plus I don't see the need for copper pipe going anywhere. For power, Im investing fairly broadly in nuclear energy/uranium. A few nuclear plays I especially like are CEG, CCJ, RYCEY.
HVAC Is basically required for all new builds so they benefits from any construction boom. They are growing from purchasing mom and pop hvac and electrical companies who want to retire/get out of the business. Finally they have a couple of contract to implement and do maintained on data center cooling systems which is a huge growth vector right now
Consider joining a unionized trade through the training programs they offer in many major cities and also some smaller places. Dream big, you could be servicing residential HVAC. That stands for Heating, Ventilation *AND* Air Conditioning, and it's a very important, fundamental service in our economy and communities.
You can't walk into a dealership, or title company, and give them bars of gold or transfer them Bitcoin. Nor can you do that for a new roof, your groceries, or HVAC service.
Nothing like CRCL mooning because of rate cut speculation which hurts it’s core business But your 🫵🏽 P/B undervalued HVAC stock keeps flat or tanks
If youre an HVAC or contractor for houses, I’ve got issues with you. I called an HVAC tech to my house to fix the air filter return grill and the ac shutting off due to lack of airflow. He ignores it, runs some gas pressure test on the furnace, charges extra for it and says, “well you can put a new grill in yourself it’s not that hard. Good news is that I turned the gas down for the heating.” I’m like bruh why in the ever living fuck do you think youre here right now in the moment in time. Have our worlds collided for you to tell me to do it myself? Then he recommends a fiberglass air filter, are we in the same century as each other?
No, I’m arguing for new ways of marketing to people to join the trades, and not just HVAC. Getting to have a college social experience, while not having the same debt or trouble finding a job after, would 100% yield more skilled workers. Learning how to properly size the ductwork for a home, let alone commercial buildings, takes more skills and knowledge than many degrees nowadays. That’s a single example of something done in trade work that is “high intellectual”
Workers (and training companies) eventually adapt. There is a red hot IPO of an HVAC company happening tomorrow. Just like the internet didn’t kill jobs, just changed what we people learned to do There will be more people working on the AI capex spend. Building buildings, nuclear power plants, HVAC, building servers, and building inferencing software
What are you even on about? I’m in B2B sales that sells our equipment to HVAC contractors. I can tell you first hand, there’s skilled trade shortages. Adding more areas to develop people for these shortages isn’t a problem… Also find it funny you say high level intellectual resources as if most universities aren’t abundantly doing well and can’t add more programs 💀not everything in the trades is just “fix it” majority of it isn’t that
Lmao we in the era of made up investments. Circle. A us treasury company about to see lower return, is going to partner with "fireblocks" who focus on institutional something or another while making revenue of a mid sized HVAC company are going to.... checks note... unlock 10 trillion in value. Fuck it why not 20 trillion. Actually double fuck it there is like 90 trillion in global broad money. Let's do that, imma unlock 90 trillion or something. Larry Ellison me now
Yeah check the units rev/backlog growth the past two years 😮 The other half of business is also an electrification play. AAON, parent company, is known for their heat pump HVAC systems. Which you might think would be a bad thing to be in with Trump.. but NY just said all buildings gotta be electric, etc.. IMHO both halves of business are undervalued and you aren’t putting all your eggs in one basket (AI). Why I like the BKR/CAT/NEE plays as well. It’s not *just* AI for them.
Thanks! Going to ask ChatGPT and Gemini to create detailed reports on this and other HVAC competition 😂
For that long? If I had to gamble holding a stock that long, it’d be Trane Technologies, Xylem, Pentair, and stocks of that nature. HVAC and water will always be eternally relevant and those are some of the biggest players in the field.
My strategy is maxing every tax advantaged account. Which is DCA. What's left over is cash earning interest, waiting to be spent or put in the brokerage if a dip occurs. No dip? Sometimes I see a good value to buy. Still no dip? Well i have a house down payment on standby. A roof. HVAC. Always wanted a Vette.
> London, Ontario, Canada-based Aduro Clean Technologies Inc. recorded less than CA$65,000 ($47,000) in revenue in its financial quarter running from December 2024 through February of this year. That figure marked a 39 percent reduction from the revenue it recorded one year earlier. My newest startup with 4 employees (3 months old, basic ERP for HVAC companies) has more revenue than Aduro and a burn rate 6x slower. Stay the hell away from this pump and dump, there is zero reason for it to be publicly traded other than to fleece retail investors.
Yeah, I mostly use it when visiting Phoenix and it's not really any slower than a regular car. They are fantastic and I gladly pay a few extra bucks to not deal with a driver and control the music and HVAC.
Which tickers in the HVAC sector are you looking at?
Bought the dip some international and healthcare stocks. Also checking out the HVAC sector some stocks in there have tanked 13-22% over last month.
Until they get dinged for stuff they (should) have caught in an inspection, like foundation, roof, or HVAC issues, and bleed way more on repairs than expected. Or have a market downturn and sit on homes for over a year. Hard to make money when you’re paying for staff, and the debt to own the homes, when you’re not turning and burning some homes
I did! Last year. Was in need of a LOT of repairs (old roof, HVAC, and a ton of general wear and tear.) Figured I had three options 1- spend money I didn’t have to remodel the house, and hope I get it back selling 2- sell the house with only minor cosmetic shit (paint, etc) and get ready to take a bath when the inspectors came in and buyers start lowballing 3- sell to an ugly home outlet ( like an OpenDoor) For shits and giggles, I’d gotten a quote from them, which was about 15% below comps in the area. (Comps were $330k) They Took another couple grand off, after they came in, and said they’d need to fix XYZ. End of the day, they gave me $276k for the home. I went with OpenDoor, purely for the convenience. I was already super ahead on the equity in the home, so figured the peace of mind was worth it, just to not have to deal with it anymore. TLDR - OpenDoor literally did the “lipstick on a pig” remodel, just painted EVERYTHING white. And tore out the hardwood floors in the living room due to scratches / wear - and replaced it with carpet. They listed it about at market $330k. And it’s been sitting for well over a year (they bought it from me in JUNE ‘24) I check the listing every month or two, just to see if it’s still available. ( it is) They’ve currently dropped the price to $300k flat, and noted in the seller listing that they “replaced roof in ‘2025” So I definitely dodged a bullet, In choosing to sell to them. Obviously, not all homes they buyer are “fixer uppers” - a lot are people whom simply need to sell fast (moving) - or are behind on payments But it’s clear, from examples like mine - that OpenDoor likely loses money on a decent amount of homes they acquire
Just an anecdote… I was calling an HVAC place who is used before for yearly service only to find they had switched to an AI chatbot to answer the phones. I hung up and called another place where a human answered and had them do the service. A guy from the original place eventually called back and apologized and said they only use that when there’s nobody there to answer the phones. I told him they already lost my business and maybe people aren’t that comfortable speaking to AI and they should keep some real folks around. Yes I’m old.
HVAC can be a very lucrative job and is in high demand. Youd probably make more in hvac than in most white collar jobs.
The problem is, you can't really include services because Canada cannot compete in that area. In fact, most of the world can't compete in that department. Without the US services we don't have our own operating systems for phones/computers without Microsoft/Google, our own phones without Apple/Google, our own computers without AMD/Intel/Nvidia, our own map services without Google/Apple, our own shopping + delivery services without Amazon/Walmart/Costco etc. We're wholly reliant on the US from this regard, thus it's kind of a moot point even comparing exports to each other. The difference with regards to tariffs is that the US is tariffing products that they're capable of producing in order to incentivize their own domestic production. We can retaliate all we want, but the end result is it just hurts Canadians because it's not like we're going to produce our own versions of their tech companies and we already tariff items that we do make, such as HVAC equipment (used to be an HVAC contractor) and other stuff already commonly talked about.
Learn HVAC and building automation
My understanding is that it was mutual. Anyway, Costco's fees/model for the contractors (at the entrance of the store, where Sunrun was along with HVAC, etc) aren't aligned for a subscription-style business like Sunrun. I was surprised it lasted as long as it did. Lowers presence varies by market. Sunrun isn't everywhere. Solar doesn't make sense everywhere.
HVAC and Furniture. Furniture doesn’t fucking stop
I used to do work on commercial big box construction projects, mainly from the owner / property owner side of the equation. Steel trusses for the roof could take over a year to be ordered and delivered, HVAC, a year to 18 months. Switch equipment (power transformers, generators, industrial breakers etc.) could take over 18 months to get.
Probably some boring local HVAC company.
You're thinking about this too simply and entirely wrong. First, I've never had one of these "need cash immediately" situations in my decades of adulthood. I suspect almost no has had it happen to them either. Keeping cash on hand for all those years just in case a thing that simply never happens is silly at best. Second, not all credit card purchases cost anything, you should be paying all purchases off by the due date. Most larger purchases that you can't or don't want to put on a credit card (such as a new roof or HVAC) can be financed often at zero percent for a year or so (those are often technically credit cards, but financial effect is what's important). I'm a "pay off zero/low rate loans slowly" kinda guy, but even if you're not, you don't need the cash immediately. This should be a zero cost situation vs holding cash. Third, even if I *do* need to finance or borrow or even take a cash advance of some kind, and I do pay a small amount of interest until I move money around and pay it off, it's a tiny price to pay for, again, an extreme rarity.
Just had a thought. Summer been hot as fuck and going to get hotter. Why aren't we buying HVAC stocks? I had a small stake in Carrier (CARR) when IPO'ed in 2020 but ended up selling it. These could be long term holds. (CARR, JCI,)
Side question, do you have a deducated emergency fund? The easy concept is 3-6 months expenses. I honestly would say 6 and I say 6 months income. Why? 6 months operating expenses for a household making the avg income, would be roughly $18,000. Since a good version of this hypothetical avg person, is in theory saving and would have no taxes to pay on the money they are using, no 401K contributions, and no savings they normally do. Income for that person, would be $26,000. Why is this superior and necessary? Unless you itemize savings (another good option), a roof, a HVAC issue, etc, can run up 7-15K pretty easily. Let alone a car worst case scenario etc. And 26, should be enough to address emergencies if you get a bad string of luck. Anyway, I'm going to assume that given you have 147K burning a whole in your pocket, your minimally mandatory accounts are funded proper. So we get to a goal factor, 4.5% is that odd space, low, but not stupidly low. It is a risk free 4.5% and not a 4.5% with risk. The risk of job issues, making that payment etc? Well if you are well budgeted and emergency funded and expenses funded, you should be okay-ish. $67K on mortgage, it will give you an instant 4.5% return on 67K and drastically accelerate your mortgage payoff. Further, you can just let the mortgage end and not deal with payoff amounts and back and forths. Smoothness always has value. $50,000 in S&P index fund $30K SGOV. That gives you your 67K at 4.5% and the 30K SGOV at 4.5%. Odds would be insane for you to have a catastrophic situation in a few months right? So basically, the 30K paces the mortgage, and is there to pay off if you need to. And is in general, rather close to full liquidity, with the second lowest risk. The 50K, gets you started on your S&P Index fund journey. And then with the way we balanced this, I would stop making the extra $150/month payment to the mortgage and allocate that to the S&P fund. Now, I'm also assuming your 401K is handled? If your 401K is light, then you might want to go that route. Or use some of the 147 to get you to max contributions for the years. Etc?
Unless you grow grass, you ain't a weedstock. Some people call SMG, IIPR, and HITI weedstocks, but if we're going to count them as weedstocks, we may as well count the companies that make floor cleaners, rubber gloves and HVAC filters used in cultivation weedstocks, too. Then again, weedstocks have been taking off the past week, these guys.. not so much. All HITI makes is plastic, mylar, and glass trash that they put discount weed into and wholesale. On the other, much smarter almost-half brain I have says that yeah, their data skillz and marketing could get them faithful medical subscribers in Germany, perhaps other places where "discount" 2nd rate med weed is in demand.
My coworkers has an HVAC a business and explained (around May) about how he had to pick up a tank of 400 something from a FB marketplace deal 3x over MSRP because the supplier wouldn’t sell the tank unless you bought a HVAC unit with it, bought shares immediately afterwards.
Seems like you’re interested or in the HVAC space, honestly if I were you I’d use that money to invest in yourself/ start your own company, as long as you know what your doing.
It’s expensive to remodel anything. Doing a full conversion is expensive because you have to switch out everything to be complaint with code. New plumbing, HVAC, electrical, along with significant structural repairs and architectural changes to be complaint with ADA stuff. To convert it to residential, you have to complexity change the electrical systems and add a shitloads of new risers in the building for toilets and whatnot. At that point, a lot of developers just decide to do new construction instead.
I mean, they developed a new system for HVAC that’s apparently great, and solar panel based tonneau covers, that has potential too, but both will fail in a bad economy.
They posted revenue similar to a mid-sized HVAC company.