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AAON

Aaon Inc

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Yeah check the units rev/backlog growth the past two years 😼 The other half of business is also an electrification play. AAON, parent company, is known for their heat pump HVAC systems. Which you might think would be a bad thing to be in with Trump.. but NY just said all buildings gotta be electric, etc.. IMHO both halves of business are undervalued (their current backlog is literally 50/50 heat pumps/AI shit) and you aren’t putting all your eggs in one basket (AI). Why I like the BKR/CAT/NEE plays as well. It’s not *just* AI for them.
AAON seems like a small player but good tip. Will check them out. NEE is interesting but their renewable energy stuff is not that exciting for the current administration. Will check them out more
AAON, cooling systems. NEE, power and will get at least one giant contract from restarting nuclear plant.. their calls sound less Enron-ish than CEG, their last call made them seem like a scam company honestly.. I wouldn’t touch the SMR stocks until they actually have working models.. BKR, CAT gas turbine companies.. that give you other exposure as well.
You should be banking on something truly unique like AAON or some shit. That’s the “shovel” play.
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