VRT
Vertiv Holdings Co Class A Common Stock
stock NYSE

UBER,DUOLINGO,VRT,TTD,RUBRIK,HIMS

I was about to pull the trigger on VRT big time, just wanted to wait until Jensen did his keynote. Boy was I right.
NVDA won’t need strong cooling for their new gpus. I know VRT is more than cooling but their latest acquisition was all about that and it should keep their growth going.
This has evaporated significantly. Careful here.

Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META

I have a small position in VRT! Wish I had bought more! May add in weakness

VRT, MSFT, META and NVDA

MSFT, VRT, GOOG, NVDA and NFLX

EQUIPMENT
• GEV: Manufactures the gas turbines and grid gear needed to generate electricity.
• ETN: Provides the electrical switchgear and transformers that regulate power flow.
POWER
• CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations.
• TLN: Hosts data centers directly at power plants for "behind-the-meter" energy.
• VST: Generates reliable gas and nuclear power to stabilize the grid.
CONSTRUCTION
• STRL: Builds the concrete foundations and site infrastructure for data centers.
• FIX: Installs the industrial HVAC systems required to cool servers.
• VRT: Manufactures specialized liquid cooling and power hardware for GPU racks.
• EME: Performs the complex mechanical and electrical installation work.

UBER,VRT,RBRK,TTD,DUOLINGO.

MU or VRT, the demand is true.
Uipath- 10x potentials, but it depends on the company’s development, it’s risky.
RKLB- this year will be good for it

NNE or VRT

based on the % of my profile: MU, VRT, NBIS, PATH, RKLB