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