STRL
Sterling Infrastructure, Inc.
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The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
AI bottleneck may be site work, power equipment & interconnection, not just chips
$STRL might be the cleanest way to own the data center buildout
For now, I'm confident about Sterling Infrastructure and Comfort Systèms, though not naive.
Should I buy options PUTS of $FIX (Comfort Systems) AI Datacenter construction company ??
I know everyone is talking about AI, AI capex, and “singular financing” or whatever the buzzword of the week is… but has anyone actually looked at the fundamentals behind data centers?
What are the best sectors to invest in in 2025?
Why was $EME selected over $FIX to the S&P 500? I don't get it.
[Discussion] Top 10 Stocks with Growth Potential Amid AI and Policy Tailwinds (Research Sharing)
Comfort Systems USA (FIX) surges 14% AH on substantial Q2 beat
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Doing my ROAD DD and I'm interested. I love me a vertically integrated company and roll-up strategies always tickle my fancy (c'mon, do something meme at KPG.AX). Biggest x factor right now is the BUILD America 250 Act which almost certainly won't be passed by Sept 30 when the IIJA expires so a 2-6 month stopgap extension is almost a lock. I can't imagine congress would let funding for the Highway Trust Fund lapse but this is also the dumbest congress in history, just surpassing the previous version, so who the fuck knows. Oil supply shocks directly affects ROAD's expenses since liquid asphalt cement is roughly 30% of the cost of finished hot mix asphalt but publicly funded projects include escalator clauses so not too much exposure there for ROAD. Privately funded projects leave more exposure on ROAD though. Publicly funded projects are >60% of ROAD's revenue but that still leaves 30-40% in the private realm. It's not like we have constant oil spikes happening though, right? Right? One thing I really love is the growth in reclaimed asphalt pavement. According to the National Asphalt Pavement Association's most recent survey, the industry recycled over 101MM tons of RAP in 2024, which apparently is a near 100% reuse rate, which led to industry-wide savings for $4.7B in material costs. ROAD owns their own stockpile of RAP and, being vertically integrated, are best positioned to capture these savings. Organic growth has been solid with FY25 at 8.4%, FY24 at 7.0%, and FY23 at 8.7%. Valuation doesn't feel too stretch at 16.1 EV/EBITDA. Competitors like VMC (16.7), MLM (17.2), and STRL (21.1) are higher. Management's long-term goal is their ROAD 2030 plan which targets >$6B in revenue and \~17% EBITDA margins, built with 7-8% organic growth plus "continued disciplined acquisitions. By my math, if they do 7.5% organic growth annually, they would need \~9% growth from acquisitions annually to hit $6B by 2030. Considering their acquisitive growth was \~11% in 2019 following by 19%, 11%, 10%, and 46% in 2025, I think 9% annually is doable. I think the biggest question is whether than can do 7-8% organic growth annually. I guess that isn't an issue though if they keep adding 10-50% in acquisition growth. On the acquisition front, goodwill has predictably jumped from $38.5MM in 2020 to $943MM in 2025. Risk of impairment is real. Will keep reading on the company and the industry but definitely adding it to my Buy? watchlist. It's behind [TBBB](https://www.reddit.com/r/stocks/comments/1vhvu9w/comment/p2as70c/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) in terms of how interested I am but it's still near the top. CC u/ptexpat since you wanted to know where I land on this one.
Agreed. I like STRL for much the same reason, too.
I do have the shares from the spinoff though but pretty small. Sorry man. I added to STRL right before earnings and got smacked down 👇
I'm considering getting some more STRL here. Margin numbers coming in lower than expected but great backlog. Over the quarters I expect that'll improve.
Someone bagholding STRL like me?
**Sterling Infrastructure (NasdaqGS: STRL)** reported record second quarter 2026 results, with revenues of **$1.17 billion**, up **90%** year over year, including **$250.8 million** from acquisitions CEC and Stone Ridge. Net income rose to **$155.8 million** or **$5.00** diluted EPS, increases of **120%** and **116%**, while EBITDA reached **$233.6 million**, up **101%**. Adjusted net income was **$180.8 million** or **$5.80** per diluted share, and adjusted EBITDA was **$256.7 million**, both up over **100%**. Backlog at June 30, 2026 was **$4.33 billion**, up **116%**, and combined backlog was **$5.62 billion**, up **150%**, with strong book-to-burn ratios. Operating cash flow for the first half totaled **$328.0 million**, and cash reached **$464.5 million/b. Sterling raised full-year 2026 guidance, now targeting revenue of , net income of $536–$555 million, diluted EPS of $17.25–$17.85, EBITDA of $829–$854 million, and adjusted EBITDA of $891–$916 million.** "Demand across our end markets remains strong, as reflected in robust bidding and award activity during the quarter and continued expansion of our multi-year visibility. We ended the quarter with signed backlog of $4.3 billion, up 116%, and combined backlog of $5.6 billion, up 150%. In addition, our pipeline of high-probability future phase work continues to expand and now exceeds $1.4 billion. Collectively, our signed backlog, unsigned awards, and future phase opportunities provide visibility into a total addressable pool of work of more than $7.0 billion, an increase of more than $2.5 billion since year-end 2025." Mr. Cutillo continued, "Looking more closely at our segment performance, **E-Infrastructure Solutions** delivered another outstanding quarter, with revenue increasing 192% and adjusted operating income growing 148%. These results were driven by strong performance across both organic and acquired operations. The legacy site development business generated 111% revenue growth, reflecting significant growth across all regions, and operating margins expanded both year-over-year and sequentially. Demand for CEC's electrical services also remained exceptionally strong, with revenue increasing 140% compared to the pre-acquisition second quarter and margins improving on both a year-over-year and sequential basis.
Please STRL one more time
Industrials. INOD and STRL. STRL reports earning and has pumped from it this year. Hoping the trend continues
Honestly just curious to see what STRL reports. They’ve done great so far this year. Hoping they can reverse the dumping trend and balloon up. Planning to get into HOOD and ride until the bulls flock over close to their next earnings
I've been posting here for years, you can check out my post history. I got lucky in the sense of going physical data center before AI actually took off. I'm a software engineer and just thought that the demand for cloud compute would not be going down, so was bullish on some general ideas, like electrification because the grid is old and demand keeps going up, physical data centers, reshorings, etc. On the physical side of things, some of my longs are stuff like STRL, FIX, PWR (more grid), IESC, POWL to name a few. Recently bought SNX, ATMU which both fit into the physical side of things.
STRL… the lord giviteh and then he taketh
OK. Memory stocks explained.?? What about everything else dropping like a rock? Asking for my STRL stocks? LOL
Check out the AIRR etf, and/or the companies it holds like STRL and FIX.
The AI buildout theme has been going on for 2-3 years now. The risk/reward got unappealing to the point where a few relatively mild concerns like the Crusoe Energy data center delay and a Morgan Stanley note about turbines can send names down 15-20%+ in a matter of a week. Is this is the beginning of the end of the data center buildout theme? Probably not, but eventually the buildout will slow and the re-rating for something like STRL or FIX will be considerable. These companies are having the best time in their history but that growth will not go on indefinitely. Whenever that eventually does occur, you're not going to want to own these names - even after a considerable re-rating, the narrative that it's had for the last 2-3 years won't be there. "quietly ranked top-three every single year is the boring one nobody posts about: data center construction." The AI written posts write stuff like this but it's just not true. There have been posts written about these names in recent years - posts written after a decent amount of the move had already occured because Reddit is WAY worse at idea generation than it used to be - but with the kind of moves these names have had they've certainly been talked about.
Sell Sandisk and CoreWeaver, personnal advice.... Sandisk (that illegal memory component monopoly that skyrocketed thanks to a squeeze orchestrated by institutional investors blocking the float) is finally going down, and CoreWeaver (Nvidia’s buddy that’s saddled with all the bad debt and whose insiders have sold off $2.3 billion worth of shares since the IPO) is crashing, you just have to look at the PUT option chains to see clearly that the tide has turned (easy to check on Finviz). Those who stay in, holding on, well, too bad for them. I said personnal advice, make your own DD first, do not listen to stupid advice on social media, it's your money! Do not forget also FIX and STRL 🙁
Anybody else in CDNL? the construction industry is booming, while it may already be up 185% this year. It’s only been listed for 6 months so it’s still early imo. Compared to STRL which is up 379% YTD. Am I missing something with this company?
STRL has been on a tear... and should continue going up as we build data centers
MU UI VRT NVDA STRL. Buy them all in equal amounts, wake up in 3 years rich.
I like to enjoy air conditioning but right now I prefer cash, FIX, I'm selling. Sterling construction STRL is also in red territory 🙄
Bruh. I bought 2k shares of BW at 1.05 and sold at .97 . Then I bought 2K shares of BW at 1.13 and sold at 1.09. Also bought 100 shares of STRL at $74 and sold at $143. At least I made money on that one.
I think it's a great company, well-run but is enjoying the best period of its history that has been and maybe will ever be. When data center construction starts to cool, there will be a significant re-rating. When that is though who knows, but it's definitely an AI beneficiary that will - at some point - stop benefitting to the degree it currently is and when that happens you'll want to not be owning it anymore. See also: STRL
Always appreciate your insights! Went in on STRL, IESC, and TTMI because of your previous posts. Got in on KN, CTS, ESI, and MPTI lately. Thanks for always providing valuable insights
I mean people post about stuff in thr daily. All the names you brought up, I’ve been basically posting about in thr daily thread for years. I called out STRL when it was like 30 dollars, FIX when it was like 120, etc. It’s a great resource to learn and share.
FIX/STRL are real examples of companies that are good companies that are currently enjoying the best period in the history of either company, but the stocks are priced as if this level of growth will continue indefinitely. It may continue for a lot longer than anyone thinks, but if there's even a slight decel in growth it's going to be not good. If AI investment started to be curtailed/slow more materially, you're not going to want to be anywhere near these names, as the re-rate will be nasty. I don't think KGS is a bad company but in terms of power generation/behind the meter/etc BE is the pure play there imo but as someone who's been long BE since last Summer and done exceptionally well with that name, I continually re-assess and look at other names/technologies. Demand is high and as such, other things are piling in - look at what FTAI is doing with CFM56 aircraft engines repurposed as effectively power turbines. I've done well with the AI infrastructure trade - I've said lately when it ends I can't see a more lucrative theme for many, many, many years - but when it ends a lot of companies are going to re-rate lower unless they can really make a case that they will continue to participate at a high rate on the other side of this buildout, whenever that is (although the market will absolutely try sniffing that out before it occurs.) You might like FPS, which has pulled back lately with everything else AI despite a pretty fantastic quarter the other day.
thanks man good plays too bad we were only 6 months too late to the party STRL - 6 months+413.73 (131.53%) FIX +949.31 (108.35%)past 6 months MOD - +105.48 (75.88%)past 6 months
The infrastructure construction companies will do well because they will build whatever is built, whether renewable, natural gas, whatever. TCAI and AIRR are ETFs that give you companies like VRT, GEV, MYRG, STRL, FIX, etc. Take a look inside those ETFs for individual ideas.
PUTS on $FIX ? According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
Do you Hold $FIX and $STRL and $CRWV?? Scary 😱
I bet against $FIX . According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
I bet against $FIX . According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
PUTS on $FIX ? According to my research, some construction companies, air conditioning suppliers, and building planners are finding themselves with valuations that are completely abnormal compared to their sector. For example, Sterling Infrastructure ($STRL) or $FIX Comfort Systems USA. These companies don't produce GPUs or other sensitive and technologically advanced components. I wonder if this isn't the ideal time to go skyscraper hunting and place put options on these tickers/stocks, which shouldn't be at such high valuation levels. Unless, of course, the endless investment frenzy continues indefinitely, which is unlikely given rising interest rates and the increasing difficulty of selling debt.
Should we buy PUTS on many AI stocks and AI infrastructure ??? There has been very, very little trading or activity in the put options for $FIX Comfort Systems USA Inc, even though it’s a company, like $STRL and a whole group of data center builders, that’s highly likely to plummet given Nvidia’s weak guidance, the decline already underway at SanDisk, and the heavily indebted, junk-bond-baggy CoreWeaver. I get the impression this stock has been completely forgotten...
STRL, PANW and CRWD are strong stocks to buy right now. TAN and IGV are others I'm looking at. Obviously SOXS and MUD on the short side
$FIX... $ STRL, same thing, companies that don't produce GPUs or anything crazy, construction companies that lay cables, install ventilation, draw up pretty plans, frankly, it's a joke
We're in a massive AI boom and you're buying clothing companies. Maybe stop being retarded? Here ill give you some free ones. BE, AEHR, NBIS, RKLB, STRL. You're welcome.
Everyone has a different situation. Different levels of wealth and of income, different stages of life and priorities, different safety net, different risk tolerance etc… You could stick the whole lot in Micron and you wouldn’t be stupidly necessarily, it seems likely to continue… but there are a lot of other massive moves at the moment. I bought a stock STRL a few weeks ago and it’s up 70 something percent. SPY you probably can’t go wrong if you just want to see your account slowly tick up over the long run with fairly low volatility. You need a strategy.
STRL is old infrastructure, but engineers ai data centers so now new!
Old time stocks are infrastructure stocks! I get all my stock advice from WSB and Zacks investment research And Zacks have been preaching STRL since the AI started I got into VRT instead based off their recommendations, but not STRL!
92 yrs old that asked my friend why her legacy construction stick STRL went up 70% percent in one day 😂 I'm 48 so
Lmao yeah I was like, everyone looking at AMD in awh....But this POS STRL jumped from $500 to $800 on a \*MASSIVE\* earnings beat
Repeating it for the overnight crowd: check out $STRL. Up 50+ percent today. Legacy construction firm flew under radar, pivot to datacenters ofc
Y'all thought AMD earnings gap up was crazy...Look at STRL up $280 on earnings beat lmfao
Wtaf is the $STRL chart? Why is no one talking about this
I placed a limit order for STRL about a week ago that was a little under the ask price. It’s still open. I really hate myself
I feel bad for not buying STRL leaps like I intended. I started watching it back in the first of 2026 around $300 it traded up to over $450 in a few months, dipped back down and in the past 2 days broke range and today somehow went up 50% after hours to $800. So out of the money LEAPS would have been windfall profits. You have to go with your gut sometimes. Buy names you believe in regardless of what the market is doing. You have to buy into the fear and weakness - don't watch the news or believe the news - they only fearmonger or announce the obvious after the fact.
Crushed in Sterling today. STRL all day from STL
How many of you degenerates traded STRL? For the record I did not.
How come no one is talking about STRL. Up 51% today
Did STRL pivot to semis?
I had STRL puts , fml
Of course I didn't play STRL earnings an it's up 46%.. I played 4 other earnings that beat and went red..
I know, I have a couple calls on SNDK, bought 2 and have sold 2 and I just keep looking at it climb to insane heights. Only thing higher % is another insane move on STRL up 49% in 1 day post earnings (around $250 \^) which is just madness
I bought 670 STRL yesterday for at 4.00 and sold it at 75.30
STRL my love thank you
What a wild day for STRL EVER DOCN
STRL paid me really really good 🔥🔥🔥🔥🔥
STRL with a massive beat and guidance. Data center builds out are still occurring.
Happens. I’ve sold so many names too early but own these ones for years. Some of my best calls here. IESC STRL FIX are all 10 baggers I called out years ago here.
Man, looking at moves STRL and IESC are making sickens me that I paper handed them during the liberation day crap for 30% profit.
How much will my STRL 5/15 670c be worth at open if current prices hold ?
letsgo STRL 5th stock to double in my portfolio since january
Idiots didn’t get in STRL but got IV crushed on PLTR 😂😂. Losers.
How much will my STRL 670c 5/15 be worth tomorrow, or will I get crushed
**Sterling Infrastructure (NasdaqGS: STRL)** reported record Q1 2026 results and raised full-year guidance on May 4, 2026. Q1 revenue was **$825.7M** (+92%), net income **$96.0M** ($3.09 diluted EPS), adjusted net income **$111.3M** ($3.59 adjusted EPS). Backlog totaled **$3.80B**; combined backlog **$5.15B**. Cash and equivalents were **$511.9M** and operating cash flow was **$165.6M**. Full-year 2026 guidance raised to revenue **$3.70B–$3.80B**, adjusted diluted EPS **$18.40–$19.05**, and adjusted EBITDA **$843M–$873M**.
STRL is a personal favorite, done really well over the last year
Just thinking for myself. Around this time, my investment thesis was looking for companies that deal with reshoring, electrifiction, phsyical data center and recently the past year or so, been buying stuff in aerospace/defense/space. I always screen for companies, but RKLB was one that I just love and didn't really fit how I invested, since it's still more speculative. If you look throughout my post history, I've mentioned like a ton of 10Xers. Posted about FIX, IESC, STRL back in the day and a ton of stuff that has been killing it.
Most of it like FIX, IESC, and STRL. So haven’t done much other than keep holding my winners.
I don't know lol. I own quality companies that the market likes? Like one my largest holding, that I've owned for years and posted about here, FIX is up 62% YTD. STRL is 44% YTD. IESC is up 32%. Those three holdings are a core part of my portfolio and I've never trimmed. Both STRL and FIX are now 10X for with IESC being pretty close.
Like something like this: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) in that post I call out STRL, IESC, FIX, POWL, NVT, VRT, EME and PWR. That was on Feb 23,2024 If you bought everything that day: STLR +415% IESC +406% FIX +472% POWL +332% NVT +183% VRT +361% EME +386% PWR +286% Not too bad if you ask me.
Thank you for putting me onto IESC, STRL, and TTMI. Have you ever looked at ULS?
Never heard of half of these. Maybe you should pick better infrastructure stocks, like GEV, STRL, FIX, VRT. That list makes it seem you are more gambling than investing.
Investing in individual stocks is fine, if they are good compounding companies. You need to do some research. It’s history, competition, recent news, look up its CAGR, Beta, PE and other metrics. But especially lately, lots and lots of companies outperform the SP500, and will continue to do so. My biggest returns past 6 months are STRL, GEV, TSM. But mostly my investments are VEA VWO VUG
Probably not. I'm actually trimming right now, but it's more portfolio management reasons. It's about like 15% of my overall account. Between FIX, STRL, IESC, that's like 40% of my overall account for one of them.
These have been home names names. Brought them up here like a few years ago when it was like 150 a share or so. Same with STRL, when it was around 25 a share, and IESC like 30 a share. I'm about up 1000% on all these names.
I'm up about 22% YTD. Top three: FIX, STRL, IESC
Companies do buybacks, but STRL really timed that well.
One of the example of when buybacks make sense and having good management. > $STRL Good use of the share buyback program in Q4. Bought up shares when they had sold off. Bought $25.7 million shares at the average price of $310.09.
**Sterling (NasdaqGS: STRL)** reported strong Q4 2025 and full‑year results and issued 2026 guidance. Q4 revenue was **$755.6M** (GAAP, +51%), adjusted net income was **$96.0M** or **$3.08** per diluted share, and adjusted EBITDA was **$142.1M**. Full‑year 2025 revenue was **$2.49B**; adjusted net income was **$336.7M** and adjusted EBITDA was **$503.8M**. Backlog totaled **$3.01B** (signed) and combined backlog **$3.31B**. 2026 guidance: revenue $3.05B–$3.20B, adjusted EBITDA $626M–$659M, adjusted diluted EPS $13.45–$14.05. Mr. Cutillo added, "Taking a deeper look at our segment results in the fourth quarter, in **E-Infrastructure Solutions**, we achieved 123% revenue growth and 91% adjusted operating income growth, driven by a combination of strong organic growth and contributions from the CEC acquisition. Revenue for the legacy site development business increased 67% and operating margins were flat with prior year levels. Trends in the electrical business remain positive, with revenue growth of 21% over the pre-acquisition fourth quarter 2024 and margins that were in line with our expectations. E-Infrastructure signed backlog increased 79% from year-end 2024 and 31% on a same-store basis. Mission-critical work, which we define as data center, manufacturing, and semiconductor, represented 84% of our E-Infrastructure backlog at year end. Additionally, we are gaining traction in our efforts to cross-sell CEC's mission-critical electrical services and Sterling's best-in-class site development services.
Sterling Infrastructure. They pour the concrete for data centers and other AI infrastructure. STRL
Surprised STRL didn't make the list
Yes. I have STRL, GEV and CEG.
MAG7 is trending down; only AAPL looks sweet for a short term, rest of them on a downward trajectory. 1. MU and STRL has strong uptrend. 2. LITE, BE, ASML, TSEM in buy zone. 3. GLD as a bet if things go bad.
STRL much better stock for making that point
I wouldn't want to own EAT, occasionally have owned PM. It's more an illustration that the returns for *some* of these names have become a little less compelling over the last half decade (which includes the 2022 downturn but also the tail end of the 2020/21 bubble.) Microsoft is up 85% over the last 5 years. If you bought at the bottom in 2022 somewhat better at 95% but if you look around, can you find relatively boring names (look at something like MCK over the last 5 years; beautiful chart) where you could have had a better return with less volatility over either of those time frames? AAPL similar. AMZN has done better off the low - because it tanked harder in 2022 - but over the last 5 years the return is ... not great (although not helped by Bezos continually dumping into increases for a while.) GOOG has done well, META has done reasonably well. NVDA has obviously been the biggest beneficiary. None of these are bad companies, certainly. But I think that they've worked so well for so long that it seems like people have gotten to the point of habitually buying *all* of them without question and some of them have been lesser performers than others over the last half decade. IMO, too many people "collect 'em all" rather than focus on their best one or two ideas in the group. There's also been increasingly less discussion on Reddit of tech beyond Mag 7. Memory has been a giant theme. Years ago there would have been *tons* of talk about something like SNDK or MU. There's not really been much at all - a bit more lately but only after so much of the move has happened. I see little if any talk about what's going on in optics names. As someone who's been on Reddit for 10+ years, the variety of names talked about has shrunk considerably down to a lot of "the kind of things I'd hear about if I turned on CNBC" + a handful of selected reddit speculative names. There's also the question of whether the spending on the increasingly sizable fleet of data centers will ever end or even materially slow. When you look around over the last 5 years, the biggest beneficiaries have largely been where the money is being spent (FIX, STRL prime examples), not who's spending. If that is going to continue, maybe focus a bit less on Mag 7 (best couple of ideas rather than buying all of them) and more elsewhere? That's all.
I should’ve put more money into companies that make money on datacenter buildout like STRL, only green stock I have today
you guys keep posting the same list every week... RKLB!! iReN!! aStS!!!! Here is a REAL LIST CAH STRL well..ASTS ....ASTS is the next AT&T RAMBUS MU AVGO MCK VRT
I want to buy stocks involved in datacenter infrastructure. GEV CEG STRL FIX TLN Are on my short list. And Fintech like NU, HOOD, MELI. Maybe Mastercard after today.
Run it thru a tracker or watchlist on StockAnalysis.com It’s smaller. High Beta which means volatile. Research it. Make a thesis. Do you think it has room to grow? If the Bubble bursts, can it survive? Is it diversified? My favorites of these are CEG, the largest nuclear power plant fleet. If Bubble bursts people will still buy nuclear energy. It’s in a revival. I also like STRL because it’s got no dividend tax drag. It’s diversifying into electronics. And has existing contracts for billions of dollars in data centers. And also pours concrete for roads and other projects.
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.