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Vertiv Holdings Co - Class A

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About Vertiv Holdings Co - Class A

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Debating selling SNOW and buying VRT or ANET..
Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly. The real winners will be the companies that sell to the AI data center companies: * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV...
ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays??? * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV... ***Save this and add more tips in comments***
VRT is pumping today. Up 12%. Beta play off AI with cooling systems. I don’t see any news today tho
VRT was a real sleeper. Rode it up from the April lows to June, but completely forgot about it after that
$VRT stands for going vertical πŸ’°
VRT is cooking and I have no idea why
#GOOGL: 🌘 #VRT: πŸŒ— #UNH: πŸŒ” #ORCL: πŸŒ• #NBIS: 🌝 #πŸ»πŸΌπŸ»β€β„οΈ: πŸͺ¦βš°οΈβ˜ οΈ LMFAO, πŸ†— resuming staycation from stock market gains that dumfuk 🧸 will never know nothing about πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸ€£πŸšͺ
FICO, VRT, TGTX, MO
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