VRT Vertiv Holdings Co

$VRT ai slow down is such bs I don’t understand why people keep falling for it there is at least 5 if not 10 years left of this boom

$VRT 10 red days in a row, oversold RSI, earnings in less than 2 weeks, institutions buying, trading well below fair value… don’t miss this one

$VRT I guess it's safe to say after reading Vertiv’s financial report that it doesn't look like there is a slowdown in the AI spending as the financial media is reporting.

$VRT Will sell you the infrastructure, then maintain it afterward. It's my number one choice of a stock as a datacenter pick.

$VRT glad I added here a week ago. Dip after dip in AI gets eaten up and I wasn’t missing this one and $BE. Both up 20% since entry’s

$VRT Starting a nice bounce off of $202 resistance turned support! Vertiv Targets Up to 30% More Cumulative AI Token Output in First 12 Mos Using NVIDIA DSX, Polar Deploys Approach at Norway Site VEX pointing to a possible move to $250 in the coming weeks! Earnings next Wednesday, could get some calls before they start getting expensive

$VRT Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.21 up 78.23% YoY • Reported revenue of $4.31B up 61.18% YoY • Vertiv expects full year 2026 net sales of $14.45B$14.85B, adjusted operating margin of 23.5%24.5%, adjusted diluted EPS of $7.10$7.20, and adjusted free cash flow of $2.6B$2.8B.

$VRT I got into this after last quarter’s report and have had the opportunity recently to average down. Large position here for me. Let’s see what tmrw has in store.

$VRT our balance sheet is pristine. I liquidated a large sum (unfortunately) of smci this morning to hold onto this one. In the long run we are going to make out pretty well.

VERTIV $VRT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.3B (Est. $3.76B) 🟢; +61% YoY 🔹 Adj. EPS: $2.21 (Est. $1.83) 🟢; +78% YoY 🔹 Adjusted Operating Margin: 25.2%; +290 bps YoY 🔹 Organic Orders Growth: 100%+ Raises FY26 Guide: 🔹 Revenue: $14.45B-$14.85B (Est. $14.02B) 🟢 🔹 Adj. EPS: $7.10-$7.20 (Est. $6.74) 🟢 🔹 Adjusted Operating Margin: 23.5%-24.5% 🔹 Adjusted Free Cash Flow: $2.6B-$2.8B Q4 Guide: 🔹 Revenue: $4.3B-$4.5B (Est. $4.31B) 🟡 🔹 Adj. EPS: $2.22-$2.28 (Est. $2.22) 🟡 🔹 Adjusted Operating Margin: 25.3%-26.3% Cash Flow: 🔹 Adjusted Free Cash Flow: $652M; +50% YoY 🔹 Operating Cash Flow: $794M; +64% YoY Segment Net Revenue: 🔹 AMER: $3.0B; +75% YoY 🔹 APAC: $779.3M; +50% YoY 🔹 EMEA: $544.7M; +23% YoY Other Q3 Metrics: 🔹 Organic Net Sales Growth: 55%

$VRT i just had this conversation with my client. Why are you selling such a good company? Yes, it's up today. But that is not a strategy that's a day trade, and you're missing out on the upside of additional 35%. Zoom out, look at the year-over-year. Analyze what you've got. If you can't ask for help. I'm never selling.

Ai is a bubble right ? Yet data centre power & cooling is in huge demand with record backlogs. $VRT And Memory shortage will last until 2030 $SKHY

Added $VRT $GLW $RCAT at the close. Nervous as heck, but just trying to close my eyes and keep averaging down.

$VRT lowest weekly RSI since april 2025, when it subsequently ran around 700%. Do with that what you will.

$VRT damn. Of course this will pump. They are charging an arm and a leg for data center components

$VRT $SMCI The type of move I want SMCI to have next week. Too bad I only have 10 VRT shares!

$VRT Shocking. Buying more if it goes under $200. Great opportunity. This company is critical for the datacenter buildout.

$VRT Vertiv in the morning. It's last miss was in 2023. Earnings expected to rise 59% this year. Shares still down 17% in the last month. Forward P/E is now 28. (I own it)

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

$VRT great moat, low debt, high growth, This should be like buying $NOW a few months ago. Also, going for $AVGO and $APH . I like it when companies go on sale. Never understood why everyone loves to get everything on sale, except stocks.