Modine Manufacturing is mentioned as being down 11% and could be another stock to look into.
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Jul 29, 2026
The creator discusses Comfort Systems (FIX) as a potential AI-related stock to buy during a market dip. They highlight the company's strong earnings, revenue growth, and healthy balance sheet, arguing that its current valuation is attractive compared to its growth prospects and peers. The creator emphasizes the company's focus on complex MEP work for data centers and its increasing backlog as key drivers.
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Vertiv, a data center cooling play, is mentioned as being down 15% due to residential weakness, suggesting it could be a potential look into.
AppLovin is a phenomenal buy at a 23 forward PE, offering strong growth, high margins, and share buybacks, making it ridiculously cheap despite SEC scrutiny.
Microsoft's upcoming earnings are noted as a significant event the creator will be watching heavily.
Meta's upcoming earnings are noted as a significant event the creator will be watching heavily.
GE Vernova is mentioned for making backup diesel turbines used under every data center.
United Rentals is mentioned as a company involved in constructing data centers, part of the AI infrastructure.
Caterpillar is mentioned as a company involved in constructing data centers, part of the AI infrastructure.
Broadcom is mentioned as a company that makes custom chips, fitting into the AI ecosystem.
CG is mentioned as a company that owns 30% of all US nuclear reactors, relevant to providing clean power for data centers.
