JC JCI Johnson Controls International plc Loading... : Bullish and Bearish Analyst Opinions

Mark Minervini reports strong portfolio performance with recent additions and existing positions showing profits, expressing optimism that the bullish market will persist despite geopolitical risks.

Long thermal management and liquid cooling suppliers as Equinix reports 50% QoQ growth in liquid-cooling deployments, signaling accelerating commercial adoption.

Long Advanced Energy, Vertiv, nVent, Eaton, Johnson Controls, and Trane on data center power/cooling infrastructure expansion.

Wellum highlights the need for construction, engineering, and grid updates, mentioning Schneider Electric, Brookfield Infrastructure, Carlisle (roofing), Johnson Controls, "Verta" (Vertiv), and "Quant services" (Quanta Services). You cannot have AI without electricity and cooling. These companies provide the essential infrastructure (HVAC, roofing, grid engineering, power management) required to build and maintain the new data centers and re-shored manufacturing plants. LONG. These are the industrial enablers of the tech supercycle. Cyclical downturns in construction spending or government permitting delays.