昨晚我做了些market research, 為了表達我的謝意，與您分享我的看法並請指正（知道你肯定是已經做足功課的了LOL）----
EME’s Q3 revenue rose 16% YoY and beat estimates, yet the market fixated on a narrowed full-year outlook, withdrawn guidance, and cautious commentary around rising costs, project delays, and moderating data center and energy demand. Meanwhile, FIX crushed it with 35% revenue growth and EPS doubling to $8.25 earning, an 18% post-earnings pop.
Bottom line here—- EME’s plunge was earnings-driven but overdone, now trading at 25x forward P/E, it’s a screaming buy. FIX’s dip was pure sympathy selling, I’d kill for an 18% pullback lol
In my opinion, both remain top-tier long-term growth plays for investors with conviction and cash to deploy. AI data center capex is a multi-year tailwind, so near-term noise doesn’t change the math.
I’ve averaged down aggressively yesterday— EME @ $638, FIX @ $959，both in with the same dollar amount, still enough dry powder left. Let the dips come LOL
