VRT Vertiv Holdings Co

Scared money is dead. Snap-back is coming. Way oversold market. Do not miss this opportunity. $VRT $DELL $AMD

$VRT Must be their earnings, no wait… must be the demand for their products, no wait… must be their debt, no wait…. I give up. I don’t get it.

$VRT as of today I am back in with a long position. Also back in to $BE and $MOD and $CEG Will continue to add with the bot on weakness

$VRT Democrats are still gonna take the money and allow development. They only tell their voters what they wanna hear. Dont worry, datacenter scaling isn’t slowing down. If one state gives trouble, these behemoths will just choose another. 🔥 If I was dead broke, I’d sell everything I had and buy Vertiv at these prices with both fists ✊✊

$VRT Maintain your conviction and remember why you bought something in the first place ☀️ No worries down here, but wowza! When this rips back up to $285 that’s gonna be a good day! 🎯🚀

$VRT Welcome to the Dumbocrat-DSA AI market!! I hope everyone who voted for the socialist-commies are happy!

$VRT this is when VRT introduces even better water cooling tech. If democratic majority makes it harder to start new data center projects then hyperscalers will just upgrade current data centers. They will replace old tech in existing data centers and make the current systems produce more compute, creating more heat, creating more demand for better cooling systems. Or maybe not idk but I’m thinking this is a crazy discount

$VRT tested and held earnings gap. Normally would be bullish but I expect nothing less than a complete rinsing next week lol

$VRT what is going on here? Down 10% on earnings beat? Guys just because dems won does not mean data centers will cease to exist overnight.

Rumour: Bipartisan Senate bill (the Bipartisan American Affordability & Jobs Act / S. 5653, from Sens. Shelley Moore Capito (R-WV), Mike Lee (R-UT), Sheldon Whitehouse (D-RI), and Martin Heinrich (D-NM)) that reforms federal permitting (including NEPA timelines, transmission siting/backstop authority, & related processes) to accelerate energy infrastructure such as power lines, generation, & related projects. This directly addresses the power, interconnection, & permitting bottlenecks for large loads including AI data centers It also includes ratepayer-protection rules requiring large data centers (generally 20 MW+) to cover their own incremental grid costs rather than shifting them to other customers Final text/managers’ amendments were released over the week, w/ a Senate cloture vote targeted for Monday $VRT $CAT $CARR $SNDK $CRWV

$VRT Picking up more share down here under 220.00 🤞🏼 Democrats tell their voters they don’t want data centers but the money will always sway them. Of course datacenters are going to keep growing.

$VRT they won’t cease but being heavily regulated and sanctioned slows down build outs and will reduce margins

$VRT this has aged well, but I want to clarify I think the timeline is 4-5 years of growth. $14 trillion in capital expenditures over the next 4-5 years, I am sure VRT will get a piece of that through its order log

$VRT Coreweave massive backlog Nebius massive backlog Every GPU that comes online needs cooling This is going much higher

$VRT this is the bottom, 300 eoy. 400 end of next year. It’s a double from here basically, fools are selling now

$VRT How many years have Dems talked about getting the USA off of gasoline?!?! Chevron and Exxon Mobile continue to put up record profits. Happily loading here with the knowledge, AI and data centers are not going away, and VRT profits will continue to grow.

$VRT guess what..The world isn't going to abandon AI because Texas has a permitting problem.

$VRT $CEG your account being green on days where the market is deep red has to be one of the best feelings a human can experience

Vertiv shares surged 16.48% on Wednesday after the AI infrastructure company delivered a strong earnings report, beating sales expectations by the widest margin in more than five years and reinforcing expectations that investment in AI data centers is accelerating rather than slowing. The company, which supplies power-management and cooling systems for data centers, emphasized that the AI infrastructure build-out is likely to remain substantial for years. It also raised its capital expenditure outlook, signaling continued investment to support growing demand for the equipment needed to operate increasingly powerful AI systems. Vertiv’s results provide an encouraging signal ahead of earnings from major technology companies, as investors look for evidence that massive AI infrastructure spending remains sustainable. Demand for advanced cooling and reliable power systems is becoming increasingly important as hyperscalers expand data-center capacity to support AI workloads. $VRT

$VRT $VRT: EPS up 78% and revs up 61% with solid margins and FCF up 67%. Guide for org growth up 50% for 4Q & full yr up 38% - wow. “We are in the middle of the largest infrastructure buildout and it's accelerating,"