FIX — every tracked call

FIX

3 tracked calls · 3 long · 0 short · last 90d: 1L/0S

first called by Dwarkesh Podcast 4mo ago

FIXFIXLONG1mo ago

“This is my bob the builder stock”

RJCcapital

FIX is breaking out hard as RJC's core infrastructure/trades compounder with a +3.76% gap-up open.

FIXFIXLONG@ $1,966.25

$1,721.30-12.46%

since call Jun 24

Trade on Robinhood →

FIXFIXLONG3mo ago

“we have a massive shortage of electricians. And now we're building out these data centers … There's gonna be some knowledge training and so on and so forth…”

Forward Guidance · Steve Hou

Skilled-trades labor is the binding constraint on AI data center buildout, handing pricing power to the MEP contractors who own that scarce workforce.

FIXFIXLONG@ $1,710.44

$1,721.30+0.63%

since call Apr 29

peak +8.1%

Trade on Robinhood →

FIXFIXLONG4mo ago

“electrician wages probably double or triple again, right? And there's going to be a lot of new people entering that field and there's going to be a ton of…”

Dwarkesh Podcast

Electrician scarcity gates the AI buildout, and the MEP contractor that commands that labor prices the premium into backlog.

FIXFIXLONG@ $1,339.71

$1,721.30+28.48%

since call Mar 13

peak +37.3%

Trade on Robinhood →