Summer Trade Heating Up ☀️📈

• Heatwave forecasts = demand narrative activation. • Channel checks, dealer talk, AC bookings spike. • Traders front-run summer before earnings confirm. • Valuations expand on sentiment, not just numbers. • Real alpha? Tracking margins after peak season. Every year it’s the same story — temperature rises, so do expectations. The smart money watches execution, not just the weather. ☀️📈