FIX (Comfort Systems USA): Why skilled labor is the next AI bottleneck and how one company owns it

TL;DR: The AI infrastructure bottleneck is shifting from power to construction labor. Comfort Systems USA (NYSE: FIX) is the dominant turn-key MEP contractor for data centers, with a modular construction moat its closest competitor (EMCOR) admits it can't match. Revenue grew 56.5% YoY and EPS grew 121.3% YoY in 1Q26, backlog up 80% YoY. Our target: $5,326 vs current $1,835. The framework: bottlenecks make the best trades SK Hynix and Hyosung Heavy returned 967% and 918% from the start of 2025. B