Reddit Posts
If I were to DCA for 2 years into two large cap value plays for long term hold, what would you recommend?
I recommend taking a look at (VRT) - Vertiv
(VRT) Vertiv Holdings - To the Moon
Top 5 companies by insider *selling* activity over the past month
VRT - strong momentum and bullish options flow. Thoughts?
VRT - To call this B!+(#, or not to call? Calls are are cheep and easy, just like your mom. I’m tempted to yolo this s#!+…
Looking at VRT and BA for some quality options and decent turn around
Looking into some sustainable growth with VRT (short-term wins on BA are nice too)
VRT - what the hell is going on here! Just when I thought I did something right…
The stock that keeps on going. $VRT is barely getting started, 2021 is their turning point to profitability.
$VRT is the best shit that nobody is talking about
Noticed unusual bearish volume on VRT even though its been on a solid upward trend?
Mentions
VRT knocking on ATH. Best cooling systems for AI. WIll join SP500 this year, hopefully in march Q1
stuff i own VRT, GEV, COHR, WDC, ANET, MU and I own the etf SOXX
I'm sorry you're just now learning this . That's why so many have been investing in stocks like APLD, VRT, TSM, and the like.
>Would love to understand how much of my portfolio I should keep for Leaps, I'm heavily into LEAPS. My ratio of LEAPS to stock is 85%/15%. The stock is primarily a result of doing buy/writes for a quick turnaround. >and also how im choosing my trades (currently my LEAPS screener focuses on deep ITM calls (delta \~0.70–0.85), long DTE (\~9–18 months), low IV / IV Rank (preferably <30), low extrinsic value (<6–8%), strong liquidity (high OI), and high-quality businesses suitable for stock-replacement and optional PMCC. Generally: * I buy around 80 delta and will roll back down to a 80 delta strike when delta is 90-95. * I buy the furthest dated expiration available. The difference in cost for the additional term is low in my opinion. * I don't look at IV / IV Rank, but my choices tend towards high volatility. * I don't pay particular attention to the extrinsic value, but it is relatively low given my 80 delta acquisition. I'd be interested to see how you get that low extrinsic (<6-8%) with that delta (\~0.75-0.85). Are you looking at extrinsic to stock price or extrinsic to option value? * I don't pay particular attention to Vol/OI due to my consideration of these as stock substitutes, i.e., long-term buy and hold. A recent add: VRT. On Jan 26 (2 days ago) I bought the Jan 21, 2028 $140 strike for $79.16. Currently, delta is 80.5, intrinsic is $50, extrinsic is $29. Volatility of 59%. 125 OI.
loading more NFLX AVGO VRT
VRT 🚀🚀🚀🚀🚀🚀 Joining SP500 this year too 250 easy target
Any love for VRT? Semiconductor ripping but my boy is getting neglected
I sold VRT at 181 yesterday because I needed some free cash to buy some dips. Now it’s at 189, should I wait for a dip or buy an alternative energy company that powers data centers such as CEG?
big day for me so far AI infrastructure printing VRT, AVGO, NBIS silver short printing let's continueeee
All you need is ASML, MU, NVDA, VRT, RKLB, APLD. That's literally it. Wealth guaranteed.
big tech spending $300 billion a year on AI infrastructure just buy and hold pick and shovels VRT AVGO etc UP only eventually
Within the AI or AI adjacent names, I got MU (biggest position in the portfolio), CIEN, VRT, IREN, NBIS, FLNC, and SMH. Basically, long on memory, connectivity, cooling, two computes, battery, and broad market chips. After AI, I have material/metals, consumer disc, and space basket. In terms of size, AI is my biggest theme, followed my metals, disc., and space.
VRT best liquid cooling for AI + gonna join sp500 easily $250 stock
$XME and $GLD -> raw material $VST, $VRT, $RYCEY -> energy, AI Infra Copper production needs to increase rapidly, so I'm considering a position in a copper trust. But I think genuinely playing ETFs is the tax advantaged move here. Commodities are tough as well, I trust the funds know them better than I do.
VRT target 250 should join sp500 this Q
VRT 100% getting added to sp500 this year send it to 250
I’d throw a couple AI-adjacent picks in there like VRT and MU. I don’t think the billionaires are going to let AI fall by the wayside and we need a metric ton of data centers to catch up with China.
When VRT 300? Huge AI infra play + gonna join sp500
I have 25% of my port in tqqq 10% in VRT 30% in cash give or take The rest in options
"Hi guys , I am currently exploring data center cooling stocks." I'd be a little cautious - these are all priced for astronomical growth and while advancements won't remove the need for cooling entirely, if advancements lessen the need for growth you could see a re-rating in stocks that are priced for growth for the foreseeable future. 10 days ago: https://www.reuters.com/business/data-center-cooling-related-stocks-drop-after-nvidia-ceo-huangs-comments-2026-01-06/ Not saying this is an imminent major issue, but it's something to consider especially given how much things like VRT (and especially FIX) have run in the last 2-3 years. FIX has outperformed NVDA over the last 5 years.
you guys keep posting the same list every week... RKLB!! iReN!! aStS!!!! Here is a REAL LIST CAH STRL well..ASTS ....ASTS is the next AT&T RAMBUS MU AVGO MCK VRT
"MAG7 stocks with highest weight in AMZN" This has become such a crowded default option for people and with everything going on elsewhere in tech I don't know why Mag 7 has become "collect em all" vs the one or two that someone has the strongest thesis for. I'd rather #2 out of your options - although I'm not crazy about VRT. I did very well with VRT starting at the end of 2023 but "market is basically just the mag 7 right now anyway." META, MSFT, AMZN and AAPL underperformed the S and P over the last year. WMT outperformed all four of these names in the last year.
**Stop betting on the Landlords. Bet on the Plumbers.** I’ve analyzed the capex flows in this sector, and you are spotting the right problem: The "Data Center Operator" space (APLD, CORZ, IREN) is becoming a race to the bottom. There is no moat in pouring concrete and renting rack space. If you want the "99% Probability" trade, you don't look at who *owns* the building. You look at the companies that own the **Choke Points.** **1. The "Heat & Power" Duopoly** Every single AI data center faces two physical limits: **Heat** (Chips are melting) and **Power** (The grid is full). * The companies that solve these problems don't have 100 competitors. They have 2 or 3. * If APLD builds a data center, they *have* to write a check to these guys. If Microsoft builds one, they *also* have to write a check to these guys. **2. The "Titans" (The 99% Play)** Instead of gambling on which small-cap miner pivots to AI, institutional money flows to the critical infrastructure: * **Vertiv (VRT) - The King of Heat:** AI chips (Blackwell) require Liquid Cooling. You can't cool them with air anymore. Vertiv is the dominant player in thermal management. They engineer solutions directly with the chip designers. * **Eaton (ETN) - The King of Power:** You can't turn a data center on without massive industrial switchgear and transformers. The backlog for this equipment is 50+ weeks. Eaton effectively controls the "On Switch" for the industry. **3. The Metric: Backlog > Hype** When we look at APLD, we see "Projected Capacity." When we look at Eaton or Vertiv, we see **"Record Backlog."** * That means their revenue is locked in for years because every data center builder is waiting in line for their hardware. That is what a "Long Future" looks like. **The Bottom Line:** In a gold rush, the mine owners (APLD) often go bust fighting over claims. The guy selling the shovels (VRT/ETN) gets rich regardless of who finds gold. Move up the supply chain.
Not exactly. Vera Rubin announcements stated that they won't need traditional air cooling. VRT specifically designs water cooling systems. First off, the existing data centers use traditional air cooling and are transitioning to water cooled systems. Secondly, nvda has strategic partnerships with vertiv. Thirdly, during the vera Rubin announcements at CES, I saw the info about their new water cooled systems. It was unclear to me if these were proprietary cooling systems made by NVDA directly, or if they were made by vertiv. It's very possible that these systems are made by Vertiv, but this info was not specified. Jensen did not specify if the coolant systems are designed and manufactured by NVDA alone, but given their partnership history with VRT Im betting this cooling system is designed by VRT. Fourth, many Blackwell racks are being transitioned to VRT cooling all over the place. These Blackwell systems are not obsolete yet. It's possible I missed something at CES but I watched the entire speech. He didn't say specifically who makes the cooling system.
Meh, VRT is going to be stomped out by NVDA. NVDA CEO just announced that their next gen setup won’t need cooling
Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.
Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META
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.
I have a position at 165, should I wait to buy more then or sell? I feel like VRT has more of an edge compared to these other data center buildout companies but I would like some advice.
all the data center buildout stocks are struggling. VRT, GEV, COHR etc
Is VRT a buy at this dip? I saw the new NVDA chips do not need a water cooler but since VRT has many more aspects to their business I feel as though it could be a buy right now.
Stocks: 7% max for a full position (of overall value), so my current top 3 are NVDA 7%, VALE, 6% and VRT also 6%. I do 10 to 12 stocks max in my stock portfolio, the others are less than these amounts as I am still buying/building the positions (or scaling out). Doing the math you’ll see that this will leave me with between 20 and 30% of cash to deploy when opportunities present themselves… also, I try not to concentrate in any given sector, so that I have diversification… I saw a poster earlier say y’all are one recession away from being really poor and diversification helps against that….. so does the cash (in a 30/60/90 day MM). Good luck. The goal is to make money so think about how to protect your gains! Good luck!
Exact same boat over here 30% NBIS 20% VRT 17% GOOG This portfolio swings 30-40k daily. Wild ride.
SP500 - 30% (broad US) Smh - 30% (broad semiconductor AI ETF) Crwv - 4% (US data center renting) PLTR - 4% (US AI implementation) VRT - 4% (US data center cooling) Google - 4% (data center/nvidia customer + TPUs + search + AI implementation thru chatbot and etc) Amazon - 4% (data center/nvidia customer + robotics AI implementation) CEG- 6% (energy US) SLV - 10% (used for AI/industrial applications and safe haven asset for inflation) GLD - 4% (gold safe haven for inflation) You can split the percentages differently and what not, this is heavily AI focused but covers basically the entire industry except cyber security (Mabye look at crowdstrike or zscaler). This will net you about 20-45% per year for a few years not accounting for any dips but should recover. AI bubble is a bit overblown imo. I doubled the S&P 500 and then some this year with a similar portfolio but I added the S&P 500 and the SMH ETF since you were concerned about volatility. Don’t take my word for though you should educate yourself. Look up a YouTube channel called “ticker symbol you”and “clearvalue tax”. They both have great investing videos. Clear value tax, particularly his gold and silver videos. Ticker symbol you particularly his top 10 stocks and any individual stock videos you want to learn about.
SP500 - 30% (broad US) Smh - 30% (broad semiconductor AI ETF) Crwv - 4% (US data center renting) PLTR - 4% (US AI implementation) VRT - 4% (US data center cooling) Google - 4% (data center/nvidia customer + TPUs + search + AI implementation thru chatbot and etc) Amazon - 4% (data center/nvidia customer + robotics AI implementation) CEG- 6% (energy US) SLV - 10% (used for AI/industrial applications and safe haven asset for inflation) GLD - 4% (gold safe haven for inflation) You can split the percentages differently and what not, this is heavily AI focused but covers basically the entire industry except cyber security (Mabye look at crowdstrike or zscaler). This will net you about 20-45% per year for a few years not accounting for any dips but should recover. AI bubble is a bit overblown imo. I doubled the S&P 500 and then some this year with a similar portfolio but I added the S&P 500 and the SMH ETF since you were concerned about volatility. Don’t take my word for though you should educate yourself. Look up a YouTube channel called “ticker symbol you”and “clearvalue tax”. They both have great investing videos. Clear value tax, particularly his gold and silver videos. Ticker symbol you particularly his top 10 stocks and any individual stock videos you want to learn about.
Assuming this is why VRT took a haircut at the open
The major powers (US, EU, CH, RU) are racing for kill chain speed supremacy. > $ASTS: Direct-to-cellphone from space > $VRT / $MRCY: Edge computing > $KLAC / $ASML /$NVDA: Semiconductors > $PLTR: Big data analytics Let's fucking go. If we're to die in a dystopia might as well be rich.
I have 16% of my portfolio to individual stocks: VRT, GDWN, FTC, AXON, FIX, NVDA, ORCL, PLTR. The rest is in multiple ETF’s/ETC’s to diversify myself. So far I’m doing 15% in 6 months so I couldn’t recommend it enough!
I bought VRT April for 68$ a share- 10k or so. sold profit when it hit 200$ late October now just have 10k in house shares love this company. You need to check out ALAB and RBRK
In 2026 I’ll be adding to my NVDA PLTR, and AMD, OKLO, SMR, VRT positions and adding some energy etfs to my portfolio. I plan to hold everything 10 years or more.
Several names, such as nuclear or VRT, GEV, etc. I've seen tech follow AI nuclear getting aggressively sold shortly afterwards, so today's move by the indexes is far from a "coast is clear" move.
Power supply is the next phase of AI/data centers. So what does that mean? VRT? POWL? ETN?
Hers are: NVDA, VRT, ASML, UAL, AMZN Mine are: AVGO, NBIS, RKLB, APLD, GOOGL
MU - memory Nvidia - GPUs and now LPUs in the future VRT - cooling ARM - energy efficient cpus Msft, Googl, amzn as the cloud providers. Meta is a bit of a wild card.
I’ll jump in any stock with “Vert” in the name VRT 🚀 💰
GOOG and VRT my biggest winners.
Breaking the one pick rule… my port: RDDT SOFI MU BROS VRT
Breaking the one pick rule… my port: RDDT SOFI MU BROS VRT
ZETA: This shit better 10x cuz I’m nuts deep in margin 😂 VRT: My big brained AI data center play. data center hot, hot stuff need cool, cool company print tendies.
Cool thanks for the reasoned reply. Any particular companies? I did a quick search and found VRT, ETN, and TT.
Whoever thinks that AI trade is dead: * In 2024, Google CEO had to apologize for AI mistakes: [https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable](https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable) * In early 2025, Google stock was heavily beaten down because AI was going to replace search revenue * Look at Google stock now If you think we have reached peak AI in 2025 and there is no more growth left for NVDA, AVGO, AMD, INTC, TSMC, MRVL, ASML, VRT or other semiconductor stocks, you have no idea what is coming in next 2 years!!
In alphabetical order: 1) Alphabet- GOOG 2) ASTS Spacemobile- ASTS 3) Broadcom- AVGO 4) Eli Lilly- LLY 5) GE Aerospace- GE 6) GE Vernova- GEV 7) Palantir- PLTR 8) Vertiv Holdings- VRT Bonus 2: 9) Lam Research- LRCX 10) Micron Technologies- MU
Consider VRT to add, slept on in this sub
VRT for space and data center play at same time.
WULF best fits the Trump administration's nuclear energy/AI logic, and VRT is the most solid supply chain stock
No, it's these two: WULF best fits the Trump administration's nuclear energy/AI logic, and VRT is the most solid supply chain stock
VRT 250 NVDA 300 BTC 200k
With NVDA and VRT as the core holdings, CEG is held as a decentralized allocation. The remaining positions should either be retained in small positions or considered for gradual exit. For long-term investing, the key lies in achieving stable compound growth and minimizing hassle, rather than chasing short-term explosive gains.
Large cap nuclear that’s been connected to the AI trade, plus VRT/GEV/one other name that escapes me early in the morning. Not saying that they’re not off their highs by a good bit, but they’re up a lot from either January or April still. I’m sorry to say it, but a name like CRWV is likely a Cathie 2021 replay and there are others that are probably doomed to that, like an IREN. What’s low can get lower. maybe it survives, but I see it going below IPO price next year.
I’m immediately upside down on ALAB and VRT. Can always write it off on taxes but might just hold for a decade
Might I suggest other AI infrastructure plays such as EME, FIX, VRT and APH. They’ve been on a monster run and now looks like another entry point
Lol at the dude on CNBC calling out Steve Weiss for recommending buying VRT on Friday, and then announcing he sold the position Monday am
Yeh sad day. When VRT gets hit this bout to get real
even my boy VRT got wrecked. sitting 12% below even the lowest price target
VRT and CAT are better speculative plays than Nvidia at this point.
i have a bunch of VRT GEV, getting crushed today
I just went negative 3.2% for the whole year because of VRT. That baby dropped harder than a Kendrick dis track
Idk I'm feeling like a retard at this point, NVDA GOOGL VRT TSMC is my core positions
Damn that's a solid entry at $155, respect for holding through all the noise The AI bubble talk is definitely getting louder but AVGO's fundamentals are still solid. VMware integration is going better than expected and the dividend yield at these levels is pretty attractive VRT's been on my watchlist too - that PEG ratio is tempting but the recent downgrade spooked some folks. Might wait for sub-$150 before I dive in
Yes buying opportunity and I totally agree on VRT. I have been adding shares also on its decline. I think alab is a winner too.
Loaded up on APLD, VRT calls. Wish I bought way more.
VRT. Cooling for ai datacenters
V please for NVDA GOOGL VRT HOOD and CRWV Thanks for your attention to this matter 🤌
thanks! among those you listed as good fundamentals i thought ANET was more fairly valued, i was about to enter MRVL then the microsoft news came out so i held off. VRT has had a strong run up already and seems to be facing some resistance, as for IREN i don’t feel comfortable buying into a stock that could still be living the post IPO hype haha. but still looking for an entry.
I like your idea in principle, long-term. FWIW, I ran your list through a quick check on the stocks' fundamentals and there is some variance in quality there: \- IREN, VRT, ANET, MRVL: look pretty good \- NBIS, APLD, CRWV, CORZ: negative margins, ROE Have you looked into data centre REITs? That's another angle to play on.
I've been eyeballing VRT for a little while. The spread is great for options and they are weekly.
I told y'all about VRT and MU last week. My weeklies on VRT made me like 50% in a day.
Everyone but Oracle too much debt. Probably NBIS or ALAB, maybe even VRT
SOFI and VRT. I had to scroll too far down for this. In other news the Data Driven Investing dude is now working for the CFO. So someone is making good decisions out there. Just not Standards and Poors.
VRT was far more deserving of inclusion than CVNA lmao wtf
appreciate it. VRT plan went amazinglyaccurate though. Hopefully I can float between subs