Comfort Systems USA is the more stable long-term holding than Vertiv, with an HVAC business available across the country and better fundamentals, so it merits about twice the position size, though both are worth owning. x.com 

Amprius still has room to run, as forecasts of about $670 million in FY29 revenue mean a roughly $3 billion company today can grow into a larger value. At 20 times sales it is getting pricey, but expected growth of about 70–80% a year makes that multiple still reasonable. Much of the easy money has been made, though: it is a stock to hold in a bull market but to exit quickly if conditions turn bearish. x.com