AAON
AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
Wednesday, July 16
Everything we published on this day.
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AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
$CRCT Covid fad DIY crafting printers—accelerating unit sales decline, cutting prices. High margin subscription rev (online templates library free elsewhere) now churning off. Set for Q2 miss/ guide down on 8/5. 18-20x P/E. Massive CEO selling. https://t.co/V86UTJv2Np
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.