23 Jun, 21:30LatestDaikin is the winner if Europe's air-conditioning shortage sends AC stocks higher. @PhotonBull notes that two hot days in Europe filled feeds with people trying to get air conditioning, a bottleneck that could send AC stocks flying. x.com 6367.T
Say No To TradingPublic Markets Investor, Opportunistic Buying & Cost-Basis Management10 SepCARRWSOLIIWatsco, Lennox and Carrier should see a big HVAC maintenance and replacement cycle next season because air conditioners are running hard. Even people who rarely use AC are using it, and regular users are using it heavily, so weak new construction is no problem. x.com Ask Alva0
