VRT - Vertiv Holdings Co 0 WATCHERS

S&P 500 rebalance announcement today after market, betting $VRT is going to be added, bought 12/12 200c for fun

how i'll be adjusting my portfolio for 2026 -- and some fun predictions! As we all know, 2025 has been a great year for equities yet again, with major indices significantly outpacing historic gains. Personally, as far as an AI bubble is concerned, the market still has legs to run …

VRT is the power play here, not Honeywell

VRT, PWR

There are so many to choose from, but it’s the discipline to not sell in major dips (its got be before). That being said, I’m very bullish on AI power infrastructure in 2026 - OKLO, VRT, BE, FSLR, NEE to name a few. So much so that I created a …

VRT and COHR

Look into VRT. we replaced every Eaton UPS on our campus with them and they rock. I bought some of it when I installed them at $50 and it's absolutely taken off with no signs of slowing.

What about VRT. is it not already in business with a lot of data centers an tech companies? Thoughts on it?

GOOG, TSM and VRT took up sizable positions during the tariff dips back in April/May

CVX CEG VRT KMI

AI data center pick and shovels play this article from techcrunch sums up very well the kind of demand for power that will originate as a result of AI power needs [https://techcrunch.com/2025/12/01/data-center-energy-demand-forecasted-to-soar-nearly-300-through-2035/](https://techcrunch.com/2025/12/01/data-center-energy-demand-forecasted-to-soar-nearly-300-through-2035/) looking at some of the pick and shovels play here -SEI, BE, VRT, PRY - they all seem …

60% VOO, 40% nuclear energy stocks (OKLO, LEU. CEG, VST, VRT, NNE, SMR)

The powerful year-end rally in U.S. stocks Since 1980, the S&P 500 has hit its annual high in December 24 times, accounting for 53% of all years. When including October, November, and December (i.e., Q4), this proportion soars to 71% (9% + 9% + 53%). As year-end approaches, fund managers …

Interesting picks, I'd keep an eye on VRT and MRVL based on market cap and sector trends. Good luck!

U.S. stock market exhibits a strong year-end rally effect Since 1980, the S&P 500 has hit its annual high in December 24 times, accounting for 53% of all years. When including October, November, and December (i.e., Q4), this proportion soars to 71% (9% + 9% + 53%). As year-end approaches, …

So many of them Nvda, I worked there in 2010s so have a lot of RSU, decided to ETF some. Lost millions in todays value AMD, because working at Nvda, saw AMD as threat and bough 50k at $2 each (50k was more than half my NW at that point) …

I'm actually trying to understand this at the moment. I acknowledge your explanation but I'm neither 5 yo nor Michael Scott so someone please talk to me like an adult... Not a very smart one but still an adult. I'm discussing with Gemini on rebalancing my portfolio, after initial advice …

Ticker,Mentions,Market Cap,P/E Ratio,Stock Price,52-Week High,52-Week Low RKLB (Rocket Lab),13,$22.52B,-108.69,$42.27,$73.97,$14.71 QXO (QXO Inc.),5,$12.31B,-41.35,$17.69,$24.69,$11.85 ASTS (AST SpaceMobile),4,$20.63B,-44.59,$55.52,$102.79,$17.50 SOFI (SoFi Technologies),4,$35.51B,53.89,$28.49,$32.73,$8.60 NBIS (Nebius Group),3,$23.63B,103.29,$95.00,$141.10,$18.31 KRKNF (Kraken Robotics),3,$1.24B,98.78,$4.05,$5.48,$1.40 TSM (Taiwan Semi.),2,$1.50T,29.59,$289.96,$311.37,$134.25 INDI (indie Semiconductor),2,$727M,-4.43,$3.49,$6.05,$1.53 NVTS (Navitas Semi.),2,$2.02B,-12.55,$8.97,$17.79,$1.52 RDDT (Reddit),2,$41.00B,114.32,$208.49,$282.95,$79.75 AMPX (Amprius Tech.),2,$1.48B,-26.31,$11.33,$16.03,$1.63 APLD (Applied Digital),2,$7.54B,-23.77,$27.12,$40.20,$3.31 VRT (Vertiv Holdings),1,$69.29B,64.84,$172.12,$202.31,$53.91 UAMY (US Antimony),1,$860M,-149.02,$6.16,$19.71,$0.71 HOOD (Robinhood),1,$115.50B,53.22,$128.80,$153.86,$29.66 RYCEY …

I'm personally not bullish on META, but I've never been, so obviously not the most accurate there. SNDK seems solid, and partaking in the compute hw buildup. However, I think you may have missed the main run-up (of course, nobody knows). ADBE I'm pretty skeptical. I think AI stuff (which …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,

VRT and MU. Not cheap by traditional value investing standards but are good growth stocks. Sprinkle in META and GOOG obviously if you want more risky plays. GOOG is currently overextended but I think it may still go up due to being an industry leader in a bull market (it …

MU, VRT and SOFI calls are the ones I have which I believe will appreciate in the short term.

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

My plan to invest 70,000 USD next week I sold a lot of my long term under-performing funds and reinvesting them to the following individual stocks, Gemini 3 helped me optimise the allocation, I would love to get some feedbacks from the community. I am already heavy in tech, Google, …

VRT, data center power and cooling

Check out VRT. They are widely needed in that same space.

Calls on VRT

BULLISH FOR VRT

VRT is overpriced garbage. Insane P/E for a company mainly focused on cooling. NVO is 100x a better deal than VRT right now.

I’ve gone back and forth on VRT’s moat. I know they are a category leader, but there are plenty of companies are going into cooling - which is literally their only vertical. Eaton recently acquired Boyd, giving them exposure to cooling. And with Eaton, you get a less cyclical business …

I liked VRT, but I do think it’s too pricey right now. If it’s below $140 I would consider

SMCI, NBIS, WULF, VRT, PATH, IREN, APLD, BBAI, HIMS, OSCR

Hnrg is the next big play ### 🚨 HNRG: The Most Undervalued Data-Center Power Play in America Right Now 🚨 While everyone is chasing the usual suspects (SMCI, VRT, DELL, IREN, CORZ) at 50–100x sales, there’s a tiny $350M market-cap company quietly positioned to become **the backbone of Indiana’s AI/data-center …

I think right now cash is king. Just you wait. Start small, think big, scale fast. Be strict with limiting losses and only average up. Never lose more than you would on a spend on gift or a bad date, and only average up. On the authority of the famous …

As someone that’s up 100%+ on VRT shares after being sold them by CNBC this is somewhat interesting hearing about a company’s actual product. Probably doesn’t matter in reality since the market is dumb.

Duol adobe meta Microsoft VRT hood.

Bite your tongue! We are at the beginning of the distribution cycle. The April rally was a gift. Take the time to look for stocks that are emerging. Grind weekly charts. Never lose more than you would on a spend on gift or a bad date, and only average up. …

Hard to tell...areas I lean into are quantum, aerospace, nuclear, surveillance tech, vertical farming infrastructure, datacenter infrastructure, mining, military tech. QTUM, XAR, NLR, RKLB, PL, RING, AYI, VMI, GEV, VRT, SHLD. Or you might want to look at momentum investing. Recent hiccup aside, SPMO has outperformed VOO over last 5 …

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks …

It may not be an imminent bubble burst, but too many people are also acting as if stocks up 200% in a year are in early innings and then are surprised when they lose 30-50% in a month the moment sentiment turns slightly. I've seen people treat the speculative data …

GOOG, MU, VRT, CRWD, PANW (I think AI is going to massively increase the need for good cybersecurity going forward)

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

Here’s a basket of high quality AI infra stocks that I own: NVDA (duh) GOOG (duh) MSFT (duh) AVGO (custom silicon and networking) ASML (lithography monopoly) MU (high bandwidth memory) GEV (power generation) VRT (power and cooling) As to why GOOG and MSFT vs AMZN or META, I simply prefer …

VRT is interesting

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

Data center infrastructure plays that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV so sad i missed the dip on MU