EUROPE IS 100%

@v.tpk

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SoundTikTok sound · original sound - v.tpk

Promoted product

Daikin Industries

Why it worked

The video taps into a timely and growing concern about climate change and its impact on infrastructure, specifically air conditioning needs in Europe. By identifying key companies poised to benefit, it offers a clear investment angle that resonates with a financially-minded audience.

Summary

The video discusses the increasing need for air conditioning in Europe due to rising temperatures and the potential for a boom in the European air conditioning infrastructure market. It highlights companies like Daikin Industries, Trane, and Johnson Controls as potential beneficiaries, noting their existing presence and manufacturing capabilities.

Structure

1Europe's need for AC due to rising temperatures
2Companies that could benefit from this boom
3Daikin Industries' existing infrastructure
4Trane and Johnson Controls' role in data center cooling
5

Original caption

Who would benefit from a European Air Conditioning Infrastructure boom? I'm no pipefitter but here's my thoughts. As always, make sure yo do your own research, and don't trust random internet people--I'm very obviously very American (derogatory) #investingforbeginners #hvac #howtoinvest #stockstobuy #stock

More from @v.tpk

Product placement

Daikin Industries: ACTS - manufactures air conditioning units and has manufacturing facilities in Belgium, Germany, and Czechia. Removing this would change the discussion about who benefits from a European air conditioning infrastructure boom. Trane: ACTS - mentioned in the context of data center cooling. Removing this would change the discussion about who benefits from a European air conditioning infrastructure boom. Johnson Controls: ACTS - mentioned in the context of data center cooling. Removing this would change the discussion about who benefits from a European air conditioning infrastructure boom.

Call to action

Let me know in the comments and follow for more like this.

On-screen text

EUROPE IS 100% GOING TO HAVE TO GET AC. THEY'VE BEEN RELYING ON MILD SUMMERS, QUICKLY COMING TO AN END WITH HORRIFIC COSTS. SCHOOLS, HOSPITALS, NURSING HOMES, PUBLIC BUILDINGS AREN'T GUARANTEED TO HAVE THE SAME COOLING TECHNOLOGY THAT WERE SPOILED IN THE UNITED STATES. THESE HEAT WAVES ARE JUST GOING TO BECOME AND MORE FREQUENT AND MORE SEVERE. GOVERNMENTS AND LOCAL AUTHORITIES ARE GOING TO BE FORCED AT SOME POINT TO SPEND MONEY ON AIR CONDITIONING. I'M NOT A FINANCIAL ADVISOR, LIVE SOMEWHERE THAT THE CONTINENTALS WOULD CONSIDER UNINHABITABLE. WHAT COMPANIES WOULD BENEFIT FROM A EUROPEAN AIR CONDITIONING INFRASTRUCTURE BOOM. SO WHERE DO WE START? PROBABLY BY LOOKING THAT ALREADY HAVE A FOOTHOLD IN EUROPE, DESPITE ATTITUDES TOWARDS AIR CONDITIONING THERE. THERE ARE SOME MAJOR MANUFACTURERS LIKE DAIKIN INDUSTRIES, WHO ALREADY HAVE MANUFACTURING FACILITIES IN BELGIUM, GERMANY AND CZECHIA. THEY'RE OFTEN INVOLVED WITH LARGE BUILDINGS BE COOLED. AREA HAS SOME EUROPEAN BRANDS AS WELL, AND THEY WORK OF HOSPITALS BOTH IN THE UNITED STATES AND ABROAD. OWN AC COMPANIES AS WELL. WE'VE MENTIONED BOTH TRAIN AND JOHNSON CONTROL SEVERAL TIMES WHILE TALKING ABOUT DATA CENTER COOLING. THOSE ARE BOTH BASED IN IRELAND. WE'RE GETTING TO A POINT WHERE AIR CONDITIONING IS MOVING FROM A LUXURY AFFORD, INTO WHAT WOULD BE CONSIDERED A PUBLIC GOOD. HOSPITALS CANNOT FUNCTION YOU HAVE TO KEEP EVERYTHING CLIMATE CONTROLLED AND AIR MOVING INFECTIONS AND KEEP PATIENTS ALIVE. TO COOL NURSING HOMES AND SCHOOLS VULNERABLE POPULATIONS ALIVE. WE'VE HEARD A BUNCH OF EXCUSES ABOUT WHY THEY DON'T HAVE WIDESPREAD AIR CONDITIONING THROUGHOUT THESE AFFECTED AND I UNDERSTAND MOST OF THEM. BUT THIS IS AN INEVITABILITY, LEAST IN THESE THREE SETTINGS. THINK? DO YOU WILL WIN? IN THE COMMENTS AND FOLLOW FOR MORE LIKE THIS.

Transcript

Europe is 100% going to have to get AC. They've been relying on mild summers, quickly coming to an end with horrific costs. Schools, hospitals, nursing homes, public buildings aren't guaranteed to have the same cooling technology that were spoiled in the United States. These heat waves are just going to become and more frequent and more severe. Governments and local authorities are going to be forced at some point to spend money on air conditioning. I'm not a financial advisor, I live somewhere that the Continentals would consider uninhabitable. What companies would benefit from a European air conditioning infrastructure boom? So where do we start? Probably by looking that already have a foothold in Europe, despite attitudes towards air conditioning there. There are some major manufacturers like Daikin Industries, who already have manufacturing facilities in Belgium, Germany and Czechia. They're often involved with large buildings be cooled. Area has some European brands as well, and they work of hospitals both in the United States and abroad. Own AC companies as well. We've mentioned both Trane and Johnson Control several times while talking about data center cooling. Those are both based in Ireland. We're getting to a point where air conditioning is moving from a luxury afford, into what would be considered a public good. Hospitals cannot function. You have to keep everything climate controlled and air moving infections and keep patients alive. To cool nursing homes and schools vulnerable populations alive. We've heard a bunch of excuses about why they don't have widespread air conditioning throughout these affected and I understand most of them. But this is an inevitability, least in these three settings. Think? Do you will win? In the comments and follow for more like this.