【Day 13 – Adding to Strength in FIX】#MyInvestmentDiary
Operations:
Added to my position in Comfort Systems USA (FIX) today, increasing my exposure to this core holding. No other trades were made.
Reason:
FIX continues to benefit from strong demand in infrastructure and data center-related projects, especially with the ongoing expansion of AI and cloud computing. This reinforces my long-term conviction in the company.
Insights:
The stock is currently trading around the $1,300–$1,400 range after a strong run, showing signs of consolidation near its highs. Instead of waiting for a deep pullback, I chose to scale in gradually while the overall uptrend remains intact.
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