Aug. 20 at 7:31 AM
$EQNR $VRT $TT $VLO $MCK Equinor remains leveraged to European energy markets, Vertiv benefits from AI data-center power and cooling demand, Trane Technologies benefits from HVAC and building efficiency spending, Valero benefits from refining economics, and McKesson benefits from pharmaceutical distribution demand. I'm watching energy prices, data-center capex, HVAC orders, crack spreads, and healthcare volumes.