Cool Cat Winston
01-07 07:38

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@Barcode：$NVIDIA(NVDA)$ $Johnson Controls(JCI)$ $Carrier Global Corporation(CARR)$ I’m calling this exactly what it is. A regime break inside AI infrastructure, not a headline misread. AI’s efficiency curve just invalidated a crowded trade. After Jensen Huang confirmed that NVIDIA’s Vera Rubin racks can be cooled with hot water, the market immediately repriced what that means downstream. Cooling was never just about capacity growth, it was about how that capacity is deployed. That’s why Johnson Controls ($JCI), Carrier Global ($CARR) and Trane Technologies ($TT) sold off hard. Not because AI spend is slowing, but because the architecture changed. I’m looking at the charts and the message is clean. Momentum broke at the upper Keltner, price sliced through the EMA stack, volatility expanded on the downside. That is classic structural repricing, not panic. These names were positioned for chiller intensity scaling with rack density. Vera Rubin just compressed that assumption. This is the part the market is still digesting. Hot water cooling flips the economics. Lower mechanical complexity, fewer chillers, different retrofit cycles, different winners. Capex does not disappear, it migrates. Power management, heat reuse, liquid systems, rack level integration. The spend stays inside AI, it just rotates to whoever solves efficiency per watt per dollar. I’ve seen this movie before. When efficiency inflects, legacy volume narratives get punished first, even if the long term story survives. That’s exactly what today’s tape is signalling. AI capex is not just growing. It’s evolving faster than consensus models. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
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