Aug. 20 at 7:35 AM
$HEI $CARR $ETR $AZO $ALAB HEICO benefits from aerospace components and aftermarket demand, Carrier benefits from HVAC and building-efficiency spending, Entergy benefits from regulated power demand, AutoZone benefits from resilient auto aftermarket activity, and Astera Labs benefits from AI connectivity and data-center infrastructure. I'm watching aircraft utilization, HVAC orders, electricity demand, vehicle miles, and AI capex.