Comfort Systems USA ($FIX) - Time to take profits?

I have begun to take profits on $FIX after purchasing about ~220 shares back through January-April of last year. If anyone remembers, I am also u/Aevykin and I have (had) posts calling out this name for its undervaluation back March of 25' before my profile was inadvertently banned for no reason. Oh well. Anyways, I put about 1/3 of my total capital into $FIX shares at a cost basis of around $350 per share during deepseek and tariff fears, way before it was included in the S&P 500. I have lots now that are +300-400% with some shares of cost basis as low as $285. Don't get me wrong, I love this company and Brian Lane is a great CEO. It has nearly doubled my net worth, largely by luck of the draw, but this valuation is a loaded spring that can burst at any moment. $FIX is now trading at nearly 60x trailing and 45x forward earnings, for a cyclical construction company normally trading around 20x trailing and 15x forward. This boom in AI demand is very much in the spotlight by the market, especially with the S&P inclusion. Now the company is trading at about 2.5-3x their normal multiples. I doubt that revenue CAGR of 30-40% will continue, $FIX simply doesn't have the labor workforce to meet all this demand and they are at capacity. AI cap ex could be 100B, 400B, or 800B, it doesn't matter, they only have so much supply. They can continue to concentrate their work into technology to reap the high margin projects, but this will expose them to the main AI risk mentioned below. If there is any indication that the AI bubble will pop, if cap ex build out starts showing ANY signs of getting cancelled or data center build outs getting delayed, (**because lets face it, there is still no real tangible ROI on AI or viable business strategy**) FIX will get hit, hard. Deepseek caused a 1-day correction of -25% back in January 25'. Buying at this price is a ***VERY*** big gamble. The stock could theortically literally tank 25-40% in one day (I will say again, it already had a 1-day correction of 25% with deepseek). I still hold 165 of my original 220 shares. I will continue to trim as my long term lots come in, earnings next week is Thursday after market close which will tell how 2026 will look. They did mention in the 10K that 2026 looks to continue a strong year after 2025, though again, the current valuation seems to largely price this in. I will keep 100 shares to run should the euphoria continue for another year or two and somehow the multiple continues to expand to 70-80x, which may very well be possible considering some of the egregious valuations floating around. I am also considering selling CCs against the lot. TLDR: If you are a FIX shareholder and have participated in the crazy run up the past 12-24 months, it may be time to take some profits. Any indication of data center expenditure slowing, revenue growth slowing, news of cancellation of projects, funding to AI companies showing weakness - literally anything can cause this coiled spring to burst. At around 3x its normal earnings multiples, almost 60x trailing earnings - buying or holding now puts you at a high risk of a serious correction should the AI narrative begin to fade.