Watsco, 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 

Chemours' pitch may finally work as several drivers line up for a low-cost producer at a cheap valuation. It shares a refrigerant duopoly with newly public peer SOLS, TiO2 is coming off the bottom, and Iran-related sulphur disruption tightens Chinese competition. PFAS resolution and AI liquid cooling, a call option now near the money, add upside; the price target is $45-50 even without cooling. x.com