BUY BWB - Business With Brian Conviction3/5 Analysis quality75/100 now
The YouTuber suggests Carrier Global for its commercial and data center cooling systems, despite a lower five-year return compared to other picks. Global data center orders were up over 500% year-over-year, and its data center backlog fully covers its full-year sales target. Carrier is also collaborating with Nvidia on cooling designs for next-generation AI infrastructure, indicating future growth potential.
“Global data center orders were up over 500% year over year. And of course, another thing I like to look at is the data center backlog, which now fully covers their $1.5 billion full year sales target with room to exceed it.” — ▶ 01:14:00:00