Comfort Systems: Earnings doubled, the order books are full. These could become a stress test.

The stock of Comfort Systems (FIX) remains very trend-stable. FIX is one of the leading U.S. providers of industrial heating, ventilation, and air conditioning (HVAC) as well as electrical installations. The strategic role of the company is to build and maintain critical physical infrastructure. Without this, AI data centers could not operate, as servers would melt without highly complex cooling systems. The shift from traditional air cooling to liquid cooling for the next generation of AI servers (e.g., Nvidia Blackwell) requires...