The largest air conditioner retailers are: HD, LOW, LGFHY. Is it crazy to expect an explosion of sales as older units fail during another blast from the sun's ass?
Or is investing straight into oil going to be better since more heat always equals higher energy demands?
Are solar panels better since people will look to capitalize while they can write off 30% of the total expense on their federal taxes plus whatever state and local incentives?
This summer is going to be Hell. Literally in many places on the U.S. What are your heatwave plays?
byu/find_your_zen inwallstreetbets
Posted by find_your_zen
10 Comments
Maybe you can also let the AC guy fuck your wife?
The residential solar industry is cyclical and psychologically dependent on consumers seeing high A/C bills, then yolo’ing on a new solar array to drive their costs down. Earnings calls this summer or fall are the play there, but the whole industry is being hammered by high interest rates. $ENPH, $RUN, $FSLR.
Power companies.
If there’s anything I’ve learned from this sub, it’s that number of sales and/or product demand have essentially 0% to do with whether a stock goes up or down.
The market does not, and never will, operate on logic.
AAON 6/21 80c are looking juicy
Also CARR, TT
Electricity is the piggy back play on the AI revolution. The cleanest and cheapest that is scalable to replace fossil fuels is nuclear. Picking which company will get to profitability first is the challenge. I like that Oklo can use recycled material, but they are years and many regulatory hurdles away from being online.
What’s the effect of the effect?
OP I don’t think you know what “literally” means
Generac was the play 4 years ago or so. Might still be.
At night in the middle of jooooooon, heat waves be freakin me outtttt