AAON is one of the most attractive earnings gappers because data center demand has pushed its backlog to a record $2.1B. It beat and raised, with a 65% EPS surprise and a 29% revenue surprise, and lifted its FY26 revenue growth outlook to 40-45% from 18-20%. x.com 

AAON is quietly turning from a traditional HVAC maker into an AI infrastructure play through data center cooling, as the AI capex bottleneck shifts beyond compute to cooling and power. This quarter it beat EPS estimates by 64% and revenue by 30%, raised FY26 revenue growth guidance to 40-45%, and posted a record backlog with improving margins. An 18-month weekly base, a high-volume earnings gap and strong institutional buying add to the case. It is overlooked next to Vertiv and Modine. x.com 

Vertiv's surging orders and Q3 growth show AI infrastructure demand exceeding expectations. Per WallStEngine, revenue rose 61% to $4.3B, adjusted EPS rose 78% to $2.21, organic orders grew more than 100%, and FY26 guidance was raised above estimates. Vertiv is delivering into accelerating demand for its power and cooling equipment. x.com  x.com 

Vertiv's growth and cash flow make its valuation the better risk/reward than Bloom Energy at these prices. It is the one I'd buy first for a long-term hold: 23x next year's earnings with 37% EPS growth, nearly $3B in free cash flow and almost no net debt. Adjusted operating profit of $1.087B topped the $938M guidance ceiling; revenue and EPS also beat estimates. x.com 

Vertiv's power and cooling gear is benefiting from the AI data-center build-out. Q3 net sales rose 61%, operating profit 90% and net income 92%. There is no more direct picks-and-shovels bet on AI infrastructure than Vertiv. Grade: A. x.com 

AAON is a favorite HVAC stock and one of the best long-term compounders, rising over 20% a year for 20 years, and jumped 43% on earnings today. There is speculation that Amazon's proprietary data-center liquid cooling uses AAON, which should lift the stock if confirmed. It is volatile around earnings, so a 20% drop next time would be a chance to buy. x.com 

Vertiv is a great company, supplying the power and cooling AI data centers need as rack densities climb past 100kW, with its cooling systems a major draw. Its liquid-cooling, power, heat-rejection and prefabricated modular systems bring more of the data-center stack under one roof, which could become a meaningful competitive advantage. Grid power and thermal capacity, not silicon supply, are now the limiting factor in AI. x.com  x.com 

Vertiv should beat and keep raising 2026 guidance because AI data center demand still exceeds supply. The proprietary pipeline added 50+ GW in 1Q26, 415 GW in the US since January 2023. Even flat orders near $18 billion would lift backlog from $15 billion to about $18 billion, implying about $25 billion of 2027 sales versus the Street's $16.9 billion. Base EPS of $6.75/$9.50 for 2026/27 tops the Street at a PEG under 1x. Margins are the watch item; the big run makes the print less attractive. … Show more

Munters Group is a cheaper way to own AI data-center cooling, since compute creates heat that has to leave the building. Q2 orders rose 137% to SEK 8.7bn, and data-center book-to-bill hit 3.6x, pushing backlog into 2028. It trades around 28x 2026 earnings versus about 47x forward for Vertiv; lower margins and higher debt justify only part of that. Data-center margin fell to 11.3%; a Q3 margin not above 12% would undercut the case, and two straight quarters of falling orders would break it. x.com 

Vertiv is a great company that should be a long-term winner even if it struggles short term. In the near term there is cautious optimism that it holds its new floor in the $250s. Its market cap is too high for personal buying right now, though. x.com