Jim Mintern 1.6 2 ideas
CEO, CRH
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By sector
Stock
2 ideas
-5.8%
Top tickers (by frequency)
EQIX
1 ideas
100% W
+4.2%
CRH
1 ideas
0% W
-15.8%
Best and worst calls
Best calls
EQIX LONG
+4.2%
CRH is currently active on over 100 data center projects in the US. Construction accounts for ~50% of the total cost of ...
Feb 20
CRH LONG
-15.8%
CRH is currently active on over 100 data center projects in the US. Construction accounts for ~50% of the total cost of ...
Feb 20
Worst calls
CRH LONG
-15.8%
CRH is currently active on over 100 data center projects in the US. Construction accounts for ~50% of the total cost of ...
Feb 20
EQIX LONG
+4.2%
CRH is currently active on over 100 data center projects in the US. Construction accounts for ~50% of the total cost of ...
Feb 20
CRH is currently active on over 100 data center projects in the US. Construction accounts for ~50% of the total cost of a data center, and CRH provides the essential concrete/aggregates first. While software AI stocks face valuation questions, the physical build-out is non-negotiable. You cannot have AI without the concrete shell. CRH has visibility into 2026/2027 backlogs, making it a tangible beneficiary of the "AI Capex" spend regardless of software adoption rates. LONG CRH and materials suppliers to Data Centers. Federal funding delays or a sudden halt in hyperscaler capex.
CEO, CRH