Dave Gitlin

CEO, Carrier Global
· tracked since Mar 2026
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CARR long +10.6%
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CARR ×1
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CARR long 3 months ago
Win Rate 100% Long 1 Short 0
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7d 0%
30d 0%
90d 100%
Average Return +10.6% Long Return +10.6% Short Return -
Average Return
7d -3.9%
30d -9.0%
90d +8.7%
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CARR Carrier ... Carrier Global Corporation
Long
Mar 04
$61.08
+10.6%
Carrier's data center cooling orders were up 400% in Q4. A 1GW data center requires ~500 chillers compared to 3 for a standard office building. AI infrastructure requires massive physical cooling. While residential HVAC is cyclical and currently down, the secular boom in data centers provides a high-growth offset that the market is underpricing. Long Carrier as a "pick and shovel" play on AI data center build-outs. Continued high interest rates stalling the recovery of the residential housing side of the business.
Carrier's data center cooling orders were up 400% in Q4. A 1GW data center requires ~500 chillers compared to 3 for a standard office building. AI infrastructure requires massive physical cooling. While residential HVAC is cyclical and currently down, the secular boom in data centers provides a high-growth offset that the market is underpricing. Long Carrier as a "pick and shovel" play on AI data center build-outs. Continued high interest rates stalling the recovery of the residential housing side of the business.
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