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The datacentres are just metal sheds with HVAC, electricity and data cables the the max. Like literally. They were built up very quickly with the simplest methods possible. They aren't like the ultra-secure datacentres that are built to handle a doomsdays scenario. At best what you could do is dismantle the shed, recycle the metal, and maybe build some row houses on the sides of the foundation. Like... It is HILLARIOUS the degree of metal shed these are. I have seen structural steel companies advertising how their modular structure solutions are perfectly fit for quick manufacturing and construction of data centres. Your basic ass regular industrial hall is better built than these sheds. I think microsoft turned in to using CLT along with structural steel, because you can ship the prefabs from a centralised factory, and it is cheaper and easier to access than steel and concrete which are under higher demand. You can even outsource the CLT elements abroad.
Yeah but... The singularity that replaces all the workers from all jobs is few months away! Just little bit more investment is required, along with just little bit more shitposts scraped from online and every single piece of media. Oh... Whats this all based on? Well... This line graph plotted out on the degree of improvements in these selected tests shows that the improvement is constant. No one has proven that the singularity can not be made to happen with sufficient amount of internet poured into a statistical analysis. What... Has someone proven it can be made to happen? That's coward talk. Imagine the profits that can be made once no company needs to have any humans working in them, that is going to get so much value to the shareholders. What you mean "*Who's going to buy the product and with what money?*" well... the product is going to be essential and it's going to be licensed out to everything. The AI is going to control everything from a toaster to lights in your home. What do you mean humans need to have a job to get income to buy this shit with? Just like... Just learn HVAC and get a job building the hallowed halls of the machine god.
Take this with a grain of salt, as I am not an investor expert and fairly new to investing myself. However, I am of a similar age and similar saving amount situation up to a year ago (much better now), so this is all anecdotal. At this time last year I had the same amount as you saved up. I had student loans at about 6,000 (350 a month 6% interest), car payment loan about 1000 (another 300 a month 9% interest) and HVAC loan 10000 (about 110, 10% interest). I could manage all those payments, plus save about 200 a month with my salary. The first thing I did was focus on my student loans. Financially, this was a dumb decision due to low interest rate and small tax break. Mentally, it was what I could achieve the fastest and give me a sense of accomplishment to keep going. I put all my tax returns and extra income (work bonuses) towards my student loan while still saving about 200 a month. I finished paying that off this past December and now I started rolling that into my car payment, so 650 a month now. In the mean time, my savings slowly increased to about 5k and that's with just making them sit on a savings account at 1%. Another dumb decision as even putting them towards bond/noted would have given me at least 3%. You could argue that I could put that 5k towards my car loan and save a few hundred on interest, but 5k is all I got in case shtuff hits the fan and my work has laid off over half the staff in the last 3 months, so I didn't want to risk being back to 0 in case I get let go again. At the start of this year I started investing and now that 5k is all in monthly notes (about 3.6% annual interest). I see this as a safe way to grow the money and in case shtuff hits the fan, that money will be available within a month to keep me stable for a bit. The rest of my savings so far I've been putting towards stocks 50/50 VOO/SCHD(for small growth + dividends). Another thing I did this year was get a new credit card with 0% APR. Plan is to put all my grocery and misc purchases on it for the rest of the year, and put all my actual cash towards the last two loans (making minimum payments on credit card), which if I calculated correctly I should be able to pay off by the October of this year. And on the last two months without any loan payments, I should be able to save enough to fully pay the credit card before interest start hitting without having to dip on money I have saved passively up to this point. By then I should also have at least 20k in savings. All this to say that 1 year ago I never thought I'd be able to pay off all my loans within the next 5 years let alone save up to 20k within that time. But if you stick to it, each month that little you save up or chip away from loans grows more and more and then that growth begins to grow too.
>Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure to power artificial intelligence and cloud computing. The campuses will be built in the Caddo and Bossier Parishes, in northwestern Louisiana. Amazon said it expects to create 540 full-time jobs at the data centers and support about 1,700 other roles that will serve the sites, such as electricians, HVAC technicians and security specialists.
First, open a savings account or CD and start an emergency fund. Save up 6 to 12 months of expenses. Next, pay off whatever debts you may have and then work to stay debt free. Only after you have the above done should you even think about "investing". Yes, improving your income will be very helpful when you start to invest, so take classes or do what you can to make more money. Also, most good companies will have retirement accounts, many who will help you contribute through matching funds. Take advantage of these when you can. Get a certificate in welding, or take some community college classes to, as some examples, become an electrician or HVAC, or one of the trades as these are in demand and pay very well, many $100K or more. Once you are settled in a good job making more money, and are maxing out what the employer matches, then you can open an IRA or Roth IRA to invest in some mutual funds. Fidelity is a broker who has the education and tools to help you get set up and going when you're ready.
I think $SPXC pops a little bit on earnings for the same reason Vertiv did. I made about 4x on vertiv calls so going to repeat the same for this stock. I work in the HVAC industry so I see a lot of what gets designed into data centers so this is a gamble I’m willing to take and hopefully can repeat the win. Earnings after market tomorrow
I’m a believer than nuclear energy could be immensely impactful in the future. It’s world changing technology if there is ever a way to guarantee safety and we don’t continue totally fucking the environment. It’s the only thing that is powerful enough to help humans circumvent climate change in my opinion. That said, the best advice I ever saw on this or in quantum computing is that “nobody knows who is the winner yet”. Be careful and pick the company you believe will last, if there even is one right now that fits your mold. For example, just because Oklo has dominated now is not a sign they’re the best investment. They had mega donors, but still have no operational factory or profit. This is my own hunch here - but what if things hit the fan in a catastrophic way, like an FTX level fraud within the industry. Not to mention a single whiff of a nuclear accident would devastate the entire industry for a while. Don’t nuclear reactors make prime military targets? (see Ukraine war where these sites were used as chess pieces) To me, I think we need to see at least 2-3 more big test before we know a company has any real staying power. It’s hard to say it’s a safe bet to invest right now. I’m risk off in this recent pullbacks, personally. My re-entry point for a long term investment would be 20-30% or lower of these crazy ATH prices. In other words, I’d prefer to buy/hold SMR below 8-9 bucks and Oklo below 30-40. Maybe put in 10k-20k, or something else that isn’t be betting the house, and try to forget about it. These companies raise complicated macro questions, and nuclear might ravage our energy pricing system for a while. I wonder how much nuclear-produced power will cost for the average person if Oklo or SMR et al. have operational plants? They couldn’t possibly sell it cheap, whether that’s to people or to businesses, even though their devices would be the most efficient source of energy we have. They have to recoup many billions and billions of dollars, and the consumer will ultimately pay for that! It has to be widely available enough to have any of the ideal world-changing effects - but it won’t ever be democratized unless an altruistic god took over these companies lmao. On the other hand, if the price to consume nuclear energy starts off (or stays) too low, then these companies might even fold shortly after starting a factory because they realized they’ll might recoup their (and their investors’) money with their lofty business models. I want in on this myself, and would hate to have nuclear FOMO, but I can’t make a good argument for investing there vs something else. Lots of companies will 3,5, or 10x over the next many years. You could make the same money doing something else that isn’t a big gamble on a nuclear futurist’s world. Here’s a story, call it a humble brag if you want: I’ve been invested in Limbach (LMB) since their IPO. They went on to really establish themselves. I left it alone (excluding one more buy in 2015) for almost ten years. It went up a literally life-changing amount before I started selling it off at different times since 2020. They exclusively just install and maintain large HVAC & water systems for commercial buildings lmao. It’s agonizingly boring. It’s also probably better than I could ever hope to do investing in nuclear companies. It doesn’t matter that my stock was not cool/ interesting. TL/DR: I feel like the biggest appeal of nuclear investing is it will satiate your FOMO. Buy some and check back in 5 or 10 or 20 years. There are tons of other things that can pay off the same or better, though. Nobody has ever been awarded “style points” in personal finance for picking a cool company!
Its a Ford with HVAC issues
What 2026 loss? https://preview.redd.it/w299sk9e9wkg1.png?width=1057&format=png&auto=webp&s=bdeabaea77a51de7e26d34a9b9c17913e5392fe1 I also went back to work as an AI engineer after the past 4 years trying out early retirement... Not that fun and boring... Now I am paid very well again... ...to try to automate as much as possible. ... and make more people unemployed from a white collar job, as much as possible. Fun times... But don't worry. Plumbing and HVAC and housekeeping and burger flipping at wendy's cant be fully automated yet. Neither can what goes on in back of the dumpsters of Wendy's...😈
its not just OpenAI but companies like $CAT and HVAC stuff like $FIX he suffer from lower capex
Just the noise floor of a microphone combined possibly with HVAC as well. Nothing 'happening', just room noise.
the real big brain move is to quit your job and stop trading and start doing contract work for companies installing things like HVAC and power supply
Sorry to hear, no idea why anyone would downvote that :-/ Wonder what will become of the news industry. I know it's a bit of a meme, but have you considered trade school? I've only done DIY, but I've found HVAC and solar installation to be pretty enjoyable, so in the back of my mind, I usually think about some kind of trade as a fallback. Of course, who knows what happens to the customer base if it ends up being as disruptive as you say.
In retrospect, HVAC makes a lot of sense as an AI infrastructure move.
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.
If you’re crying about your job at a Wendy’s perhaps in jeopardy, then you’ve got bigger problems. Maybe grow a brain and level up? Google AI training. Maybe learn a thing. Maybe look into training programs at your local community college for welding, electrical, plumbing, HVAC. All skills that are not only needing trained people, but can’t really be outsourced to robots or AI. Many community colleges have certificate programs with job placement assistance. Those jobs pay WAAAAAAYYYYY more than working at Wendy’s!
They are buying up the HVAC companies and I can’t tell you how heartbreaking it was to find out that the Atlanta based company I could always count on is now a soulless PE owned shop of thievery. I’ve worked for companies who were purchased. They unlock value by cutting benefits for employees, cutting employees, postponing improvements and every other bottom scraping trick in the book.
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.
If they don’t make a product essential to life, sell it. No one needs tech. They need food, shit wiping paper, shelter, water, and an HVAC system. We’re getting back to basics boys.
I take in one step further. What is even the endgame for the anyone out of any of this? If the AI CEOs are right and this means a bloodbath among the while collar knowledge workers in the next few years then how the heck is society supposed to move on with 60% of the labor force impacted. People say it will be the return of blue collar work but who is creating demand for blue collar work? Who is gonna be paying plumbers, HVAC techs, construction workers when almost half the population is disrupted? That in turn will create a negative spiral where spending and consumption dries up, and ultimately how are the AI companies who have spend billions ever make that back with decreasing consumption, a labor force with a higher unemployment rate than South Africa? UBI doesn't seem realistic with trillion dollar defecit and over half of your taxbase impacted by AI. Like what in the world did we do?
Carpenters, HVAC, welders, etc
"Emergency fund" means a lot of different things to different people. Consider having two 'emergency' funds: 1. Unpredictable but expected expenses This includes car repairs, medical expenses, home repair (HVAC, fridge replacement, washer repair), emergency weekend trip to attend a funeral, and so on. You don't know exactly which of these is going to hit or when, but you can figure on at least 2-4 of these kinds of things every year. This varies based on things like how many cars, people and houses you support, but it could be in the $3,000 - $10,000 range. If this was drained, I'd suspend all investing (except enough 401k to get co. match) to rebuild it. 2. Unpredictable and unexpected expenses Job loss, house burns down, or some other major disaster. This is the kind of stuff you hope never happens. This is hopefully once a decade (or preferably never) kind of stuff. This is likely to be much more than than the first account. This could be in the $20,000 - $70,000 range. If this was drained, I'd probably 50/50 work on restoring this over time while doing some long-term investing in parallel. This kind of safety net can take years to build up and I don't like the idea of losing years of investing. The 50/50 would be adjusted based on perceived risk of another job loss, etc. It's more fluid.
Where did you see research around range increase from the HVAC change? Other [Reddit](https://www.reddit.com/r/MachE/comments/1pdto3d/notice_no_change_in_range_with_or_without_the/) posts suggest it did not do much for range
Make sure you get one after they went to a heat pump HVAC system. Early models use resistive heating and that absolutely tanks your range in cold weather. There were also some early wiring problems. Later is better.
Pay your debts off first. A payment uses post-tax money, so $100 at 6.9% debt takes more like $108 to pay it down. Then, realize you won't be able to afford real estate at $60k income right now. Ownership requires more than meeting the debt service. You'll have insurance, property taxes, maintenance, repairs, tenant vacancy costs, HVAC, you need reserves against roof, fence, appliances, flooring, decks, typically 1% of purchase cost annually. Yard equipment or yard service. HOA or management fees. Section doesn't ROI that well or appreciate like SFH. Meanwhile, you have your own overhead to meet, your own reserves to build, emergency funds, retirement funds. So , get out of debt. Save towards your next large purchase, a car, maybe. Build a real estate purchase fund and figure a timeline.
Looking at what you wrote and what other wrote, I agree with many saying save for emergency fund. Your current investment strategy is sound. It's not like you need to invest more for the future or retirement. But I highly recommend having six months or more of your entire monthly budget saved. That's what I have endeavored to do over the last few years. It can be slow but if you lose your job you'll need it. The other thing I would recommend saving for is a house emergency fund. Something in the neighborhood of $10-20,000. That way if you have a roof go bad or need to replace your entire HVAC, you're not getting a loan or having to pull equity out of the house. If you've got $10,000 or more sitting in a savings account that you don't touch except for a house emergency, and you've got 6 months of your monthly expenditure saved, and your investing in retirement, you'll be set for life. Many of your comments talk about lack of faith in the dollar. It doesn't really matter. It also doesn't really diminish the need for having cash for certain things. It's just the way that it is. Your lack of faith doesn't alter the reality that the dollar is here and it's here to stay. However powerful it may be at a given point in time.
Potential for absolute disaster. I read that and got super nervous. One HVAC or roof could ruin this dude
NVIDIA , TSMC , ASML make no money? Utilities that will be selling electricity to them are not making money? The construction firms building the data centers are not making money? The HVAC firms selling the AC and cooling equipment are not making money? Tons of people are cashing in on the tech giants spending spree
The HVAC company my brother works for is down over 50% on revenue YoY and laid off the majority of their staff in January.
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)
Power generation. Doesn't matter which model you use, you are going to use power. EV, more tech, more HVAC ( climate change ), robots etc etc
I work in PE Energy and HVAC is where it is at
Just fixed my furnace by watching youtube videos. Puts on your location HVAC guy, calls on GOOG
Mueller Industries, Inc. (MLI) earnings fucked by copper prices. I figured they might avoid it this earnings, but apparently just the last two weeks burned them. They make all kinds of things for industrial and home/building construction. Notably, they make pipes and valves which are necessary to the construction of HVAC systems, such as the type used in data centers. They have some specific valve and fittings products used in liquid cooling systems. Oh well I'm still way up.
Can’t hold cash when the dollar is devaluing. The best use for your money at this point is to spend it on something that will provide future benefit. I’m replacing my HVAC unit.
Are you aware of how much work being a landlord is? My stocks never call me at 2am telling me that the heat/ac is out or the roof is leaking. Do you have a plan for what to do if big ticket items need to be paid for. A roof or HVAC can easily be $15K. People who would rent a $250K house are probably deadbeats or will turn into one. It takes a long time and lawyer money to evict renters - meanwhile you still have to pay the mortgage with no rent money coming in. Money can be made owing residential rentals, but it isn't easy, except by luck. A good business plan and knowledge of how to manage rentals is advised. Follow your dream if you want to. If you lose your $200K at this young age it isn't impossible to recover and start again.
* Lumber, timber. * Steel * Finishes * HVAC, appliances * Cement Over time wages can go up from more expensive imports. Don't get me wrong though, I'm still megabullish markets.
Change Heathcare hack writeoff at 1.6 BILLION dollars. Fucking buy the good antivirus next time and don't give your IT people shit the next time they advise you spend a little money instead of putting the 3rd party HVAC vendor and your credit card processing systems on the same VLAN because you bought Netgear switches.
Or don't and yolo the money you saved on HVAC maintenance into 0dtes
Clean your fucking HVAC heat exchanger coils you animals
That's what some HVAC companies do in a year.
Small business tyrants like HVAC.
Love Solstice ! I bought 100 shares at the beginning of December. This is the DD I had made : • Advanced Materials Division: Recently spun off from Honeywell. • Specialization: Focuses on refrigerants (critical for data centers), semiconductor materials, and the nuclear sector. • Market Positioning: While categorized under semiconductors, the company is highly diversified with significant non-tech subdivisions. • Net Sales by Market: 18% HVAC; 16% Automotive; 12% Nuclear; 11% Construction; 10% Semiconductors. Why is it interesting? • Recent IPO: Went public only one month ago. • AI Tailwind: As AI demand persists, the need for their specialized cooling and manufacturing products will scale accordingly. • Nuclear "Hidden Gem": Their nuclear division utilizes UF6 technology (uranium hexafluoride) for uranium enrichment; they are currently the only provider in the U.S. with this capability. • Valuation: Currently appears undervalued. • Index Inclusion: Set to join the S&P 500 on Dec 22 (replacing CarMax). • Strategic Play: An attractive stock for gaining exposure to AI and Nuclear power without having to bet on a single winner (e.g., Google vs. OpenAI). Risks / Cons • PFAS Liabilities: Potential impact from ongoing litigation related to "forever chemicals" dating back to their time with Honeywell. • Early Stages: High volatility typical of recent IPOs. • Nvidia Correlation: Closely tied to NVDA's performance, for better or worse. Price Targets • Short-Term (ST): $52 (returning to its IPO levels). • Long-Term (2–3 years): $70, assuming sustained growth in the nuclear and semiconductor sectors.
High quality lighting is one of the best things you can invest in. Been replacing all the lighting in my house with high CRI 3500K bulbs and fixtures. One of the best things I've ever done. Another (more expensive) great thing: go ham with insulation, get triple pane windows, and get a geothermal HVAC system. Energy efficient & keeps the house comfortable + quiet.
Building a White House Golden Ballroom: We need to show pride in our WH again. Renovating a 1930 building with failing plumbing and unhealthy HVAC system: This is outrageous and criminal
Bite the bullet, gather the courage, and sell all of them tomorrow morning. Just do it. Then, take your notebook and pen and go to your bathroom. Make a list of all the brands you see there. Then, take your notebook and pen and go to your kitchen. Make a list of all the brands you see there. Then, hop into your car or onto the bus and go to work. Complete your shift, then go home. Throughout your day, make a list of all the companies and brands you see or touch or experience. When you get home, take 50% of your investable assets and put them in some sector ETFs like Staples, Utilities, Industrials, Energy, Healthcare and broad market exposure funds like VOO. Take the remaining 50% and invest equally among the companies that are on your list you made earlier. If you don’t know how plumbing, HVAC, healthcare and transportation work, research those first.
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
Lol my deductible is $10k. Roof is probably going to cost $1000 to repair. I can fix the hot water heater myself for $100, and my HVAC guy will probably be $500.
My investment thesis from a few years ago was like focusing on companies that will do well with those bills, general trends of electrification, physical data center, HVAC. This was before openAI really took off, so i've done pretty well positioning. Then of recent added stuff around aerospace, defense/navy and modernization of that sector. Been trying to think of some new macro themes, but still working on. I think some interesting things are going to be like a ton of small businesses have boomer owners that are going to retire with no succession plan. Computer vision and warehouse automation. Just some stuff, it's hard to find plays around. Like I'm big on the idea of BESS, which is battery storage with solar, but it's hard to find names that I want to own outside of NXT and SHLS.
They have lots of HVAC units. They stay in the mid 60s
If you're going to use the argument of how fast your car heats up, also factor in how much energy is burned with heat and AC. An EV's battery discharges way faster with the HVAC system powered on, whereas the heat from an ICE is just garnered through the engine and does not consume any extra energy. In the context of saving money, you could have just bought a 10-15 year old reliable, fuel-efficient Toyota for under $10k, and spent way less in total for transportation than your Tesla - especially upfront. EVs don't save you money. That's just what you're led to believe. You're spending a lot of the cost upfront, and in depreciation.
\> How is your thought process when the market goes down? Cool. Cheap equities. \> Do hold onto some cash for these buying opportunities in these moments? No. But, if I do happen to have some cash... cheap stocks! This doesn't happen too often as I usually have most of my money deployed for a specific purpose. \> ...potentially erasing all of your gains over the past few years? Outside of my control. There are things you can do to mitigate such events, but during the accumulation phase of investing it is not much of a concern. Closer to retirement and right after it will be a concern that needs to be mitigated. \> what if you need to withdraw money for an emergency during these conditions? I have an emergency fund for emergencies. And I have savings account(s) for well known future expenses like HVAC or Roof repair/replacement. Or my next vehicle (separate saving account). This is why emergency funds should be in cash or cash equivalents. They won't increase in value like an investment but they won't drop either when you need them. What about credit? Chances are it won't be there if you need it because if you need it you are a credit risk. The lost upside of not investing an emergency fund is the cost of self-insuring against loss of job, etc. Think of the lost "potential" upside as an insurance premium just like what you pay for car insurance.
The HVAC technician can take the next available SpaceX flight to the orbital data center to diagnose the cooling issue. Diagnostic fee: 250,000 Trip charge: 35,000,000 Time from service call to tech on site: 65 days.
Archer, Bloom Energy, communication satellite companies. data center HVAC companies, metals used in data centers.
Doesn't AI shops need a lot of HVAC?
CARR - Carrier Global. Industrial HVAC company. Trading at a 2 year low. Heating and cooling isn’t going away, even in a recession
Yeah, that's kind of the point. The investing sub wants me to manage my own money & investments. The lawn care sub wants me do all my own mowing, landscaping, treatment applications, weeding, etc, etc The family & parenting subs want me to be a "millennial dad" who spends 1000% of my time with my kids. The hone and real estate subs want me to constant update and renovate my property to keep up its value. The DIY sub insists I should do all those things myself because contractors will just rip me off. I want to install mini splits next year, the HVAC sub insists I can do it all myself for less money. LinkedIn and subs related to my job want me to work 16 hour days and then spend the "downtime" that I have left studying new topics and technologies because it's the only want they say I can have a successful career and earn money. I follow subs about various hobbies and people there dedicate ungodly number of hours to becoming the best player to the expense of all other things. All those communities, mock those who don't. Those are just a few examples, it applies to just about everything. Every community will say "Well, this is the one thing you probably *should* invest your time in doing". Like, I get it... I can and I *do* a lot of all those things but at some point you end up just needing to pay some of their time moreso than it is for their expertise because I can't possibly do all of those things all at once. I have to prioritize my time.
Absolutely not lol I got desperate and tried options and very risk trades and now I take more of a traditional trading approach playing the long game and am much more careful with my money. I do HVAC and my focus is on running my own company soon. Easier to be a rain maker then to hold a bucket and pray for rain.
Defense (slow grinder) Robotics Infrastructure for data centers (lighting, HVAC, networking, power) Energy storage Multinomic Sequencing Crypto/Blockchain Integration of AI into the software stack (and some semiconductor manufacturing will bake AI into their chips)
And who do you think is paying for these trades…? Usually middle or upper class white collars are the one paying for trade services. They are the main group that hire people to do their plumbing, electrical work, HVAC, fixing their cars, clean their roofs… White collars pay for trade services. They are the biggest client base. If all these white collars lost their jobs and cut on spending, it will hit people in the trades as well, severely. Maybe instead of spending $700 on fixing their car, the jobless white collars will just deal with driving a shitty car with a broken AC instead and only fix it when they find a job, or maybe never. That’s hundreds of dollars in labor that an auto mechanic lost out because their clients can no longer afford the service. You get the idea. Smaller client base, less jobs to do, while more competition because everyone flocks to trades because “AI can’t replace me” thinking. End results is a race to the bottom. Sure AI might not be able to replace people in the trades but those people would make jackshit if no one is hiring them due to their clients being broke.
Yourself. Learn a trade. Mechanic, plumbing, HVAC. Etc. even if you don’t want these as careers, they will save you SOOOO much money down the road. Especially as a homeowner. And potentially side jobs. Almost every person that works on something in my house, does not have that as a full time job.
For kicks, I just looked it up. DJT did $3.6M in 2024 revenue, with a net operating income of -$183M. That top line is a moderately successful HVAC contractor. How in the fuck is this even happening?
Planning to continue trading? -Seek help from family or friends who could at least half understand what you doing -look back at your positions and identify your “hits” and be candor when you “missed” - Tradervue or other ? -Cut all losses and sell -Read ‘Quit by Annie Duke’ - you seem to be facing an escalation of commitment and/or Sunk-Cost all together Not necessarily in the same order, I've written as I thought would be most important. Lastly, there's nothing wrong with calling the quits in TRADING (not your life, don't be selfish) and take a different course in your life… cab driver, home maintenance specialit (HVAC) and few others might offer you the freedom you look for with the commitment you need Good luck. We all probably been there, active traders at least Seek for help! Inner or otherwise, but do it
Mind boggling. Though from what I read there's a fair amount of manual tasks that are proving hard to automate. Anything that requires a large amount of customization really. HVAC and plumbing are similar because every house has weird quirks a crannies that have to be worked around. No two are ever alike.
Private equity is on an insane buying spree buying up HVAC contractors in my area.
Hmm, I’ll stick to my boring HVAC company.
I work for a heating and cooling company that is held by one of 3 major investment companies. From what I’ve been told they are also planning similar layoffs. Estimates among management is that amongst the HVAC industry, there will close to 250,000 layoffs by next summer, eliminating our customer service team
Brother, I'm looking at HVAC and sandwich shops. We aren't there yet.
Use case: I know nothing about HVAC. I was able to install a new smart thermostat in about 10 minutes without having to Google instructions
The problem that will ultimately bite them in the ass is a major house maintenance item. Painting, HVAC, Fencing, Plumbing... You can push off things like a remodel, but if your heater takes a dump you need to pay to get it fixed or wear a parka in your house.
Zero water usage doesn’t mean using air-cooled chillers. That’s a different thing. The system still uses water in both the chilled-water and condensing-water loops. The so-called “zero water usage” means the condensing water loop is a closed system. But it does not mean water-cooled chillers aren’t used. You have mixed up two different fundamental HVAC things. The chiller configuration is one of the FAQs in the HVAC PE Exam. You won’t pass the exam if you don’t even know the difference. Anyhow, it is just a technical debate. So no biggie.
Agreed. HVAC equipment manufacturers have a similar play as Eaton here. Johnson Controls/York, Trane, Carrier, Daikin. If you want to go a step further most of these data centers require a specific compressor technology that Danfoss is the leading producer of.
Honeywell spun out their cooling and HVAC division with $SOLS. Could be wrong, but worth looking into.
Interesting name! I am not familiar but looks like forward multiple of 34 and PEG just below 2, so decent valuation. I had liked the automation names ROK, EMR, and JCI but its a valuation issue still, although automation does command a slightly higher multiple I guess? EMR and ROK are more automation plays but PEG are both near like 4 which is high, JCI is more building controls (HVAC, security, etc.)
I bought houses after the recession and did the brrr method. It's a massive pain in the ass, and a ton of hard work. I got tired of replacing floors, and roofs, and sewage lines, and HVAC units and all the other stuff you're aware of. I sold off everything except my main and 1 rental and parked the money in VUG and Sprxx. That being said, since 2021 prices have been flat, but that may change in the next 1-2 years. If rates get lower there could be an uptick in home prices and demand. I think there's two ways to look at your situation. 1. Return on Investment, which you talked about. That number can be accepted as a decent return. In my case it was 10-20% depending on the year. 2. Return on equity. This is the number I looked at and decided I needed to shift out of houses. I had hundreds of thousands of dollars in equity. The return was less than 3% when I evaluated from this metric. I was also tired of having a net worth that was essentially inaccessible, and a low capital to net worth ratio. Having cash feels so much better. The only thing I'm missing without the houses is that asset leveraged at 3-5% interest.
apparently lutnick thinks HVAC jobs are gonna save America because they are super technical and pay great LOL !!!
$FIX comfort systems A mega cooperate HVAC company that does heating an cooling for GPUS an data processing Centers for AI
out of all the HVAC stocks i pick ofc CARR would be the worst one
Even free cooling fails all the time HVAC guy here lol
Are you thinking this is another GFC moment? With the cash flows that these hyper scalers are generating and then the distribution of chips that Google is building as well as Amazon is building. I think those two will be fine along with Apple. Yes, I have my concerns about Nvidia. That’s why I’m not invested in it I I’ll take my hit from everybody here for not being investor, but that’s fine. I don’t believe in their long term plan as chips have been commoditized. But don’t give up on the market diversify more, look at data center and derivative place such as HVAC, construction materials, utilities, energy producers I think if you play all of those you will be safe to hide out from the initial high risk of the chips and the cash that’s going go out the door
If they are running a lot hotter, its because they are using more electricity. That kind of electricity isnt installed ahead of time in case, these systems are engineered. In order to renovate this center to use more electricity, it would be known by the facility engineers it would need more cooling. Again, the amount of cooling required is just like the electricity. Its either there or it isnt. Turning a building like this would require millions in updrages and new hardware. The HVAC install would be the least of their expenses, albeit a required one.
I used to work at a similar datacenter to CHI1. Graveyard shift on a holiday night is the absolute worst time to get a on-call HVAC guy. I had a CRAC unit go up in smoke once. It ruined my night of otherwise cranking my shit in the bathroom and watching YouTube videos.
This CME outage might take a few more hours. You know the on-call HVAC guys are all drunk from thanksgiving dinner. So they have to find a sober guy or sober up, fix the chillers, then reestablish normal operating temps. Shits gonna be down all night. Nothing is more panic inducing than walking into a hot, silent datacenter.
Datacenters don’t have windows… it’s a joke. That’s why the chiller breaking is a big deal and you gotta call the emergency HVAC contact who is probably drunk already.
Thanksgiving is literally the worst day to have to call the on-call HVAC guys to fix the chillers.
I had the same issue. Had to bring the whole thing out but after that it was easy enough (ie I didnt cry while doing it, unlike the time I fixed my HVAC system in 100 degree heat 🥲)
Im in HVAC god bless blue collar workers!
do u work in HVAC or something blue collar?
I’m assuming some people may have commented on this, but most of the more modern DCs are using CRACs or liquid cooling, not CRAHs, due to the efficiency of cooling capacity, especially with MAUs handling air with VA’s DEQ requirements in the DMV, which is where you’re located. Idk why you’re fixated on CRAHs being the solution when they’re much less efficient in their tonnage of cooling than CRACs. Being an HVAC tech you’re probably well aware of not needing chillers for the DX systems. Even if geothermal DID work in the regions, they want things that take less upfront cost with the ability to be upgraded and/or replaced. Refrigerant regulations coming out with the new “better for the environment” refrigerant is gonna be a costly compliance update, imagine having installed geothermal pumps that live through multiple generations of updated regulations. Saving millions upfront per center lets them expand out with less initial investment, and the infrastructure requirements to build geothermals for multiple campuses is just infeasible. Saying oracle doesn’t believe in themselves is facetious tbh, they’re weighing investment Va available cash flow, they may not know whether or not the DC will be there in 20 years, but they’re sure as hell planning to have it for at least 10. I think you’re only looking at it from one angle directly related to the most efficient solution in your field alone and not the DC sphere as a whole.
Everything. Target has done almost everything wrong. I still see them as the company that got their entire credit card network fucked by hackers through a shitty HVAC vendor. What the fuck were their POS systems doing being accessible through the same network as the 3rd party HVAC vendor?
Yes, I saw your comment about hiring a property management company. That doesn't mean that you have no financial obligations to the property. As previosuly mentioned if there is a major repair needed your property manager is not paying for it out of their pocket. They are going to take care of everything, they'll find the contractor, they'll coordinate the scheduling with the tenant, I'm sure they'll do a great job. They are still going to send you the bill. If you do think you would return then I would say yes, keep the property. Even if you do have an emergency $10,000 HVAC repair, you'll get to enjoy that new HVAC when you return in 2035.
I have a rental property so I can speak from a bit of experience. Really consider if you want to do this. Think through all of the costs -- mortgage, but also things like pest control or HVAC service or landscaping, you really need to make sure the numbers will work out. How much are you cash flowing each month -- and keep in mind looking at other asking prices does not mean your property will actually rent for that, and even worse if you have to pay realtor commissions. Can you afford empty months? This is especially true if you use professional property management - many have contracted rates where if a tenant calls, they send a pro and bill you. And tenants don't take care of a space like an owner. Which also means if you change your mind in 2 years and want to sell, you probably will have more inspection items or have to spend more to paint or refresh flooring or whatever. It isn't a bad thing to rent, the money can be quite good. But it is "buying a job". Houses aren't liquid, and this can take money pouring into it. That being said, for me, it is good diversification.