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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
Yep. There it goes. I bought some VRT puts yesterday but just sold since have wet toilet paper hands.
So on a traditional valuation standpoint, it’s expensive from where it currently trades. Totally agree. If the AI momentum looses steam, ETN will most definetly come down with it. Over the past couple months (since last earnings) it has sorta traded sideways but certainly in lag to the AI momentum (that was a AC power joke regarding power factor). VRT is very, very rich at these levels due to its best-in-class cooling technology, but so is GEV. How to put a valuation on CEG, TLN, and VST I have struggled with as well. Sold CEG but still holding VST. TLN never made a ton of sense to me as for one, only a single nuclear site in central PA and they are still working on convert sites of gas.
Really don't like to be negative here, but I wouldn't be buying names like CEG, ETN, or VRT right now (I've owned all 3 at some point, dumped VRT and moved on too easily though I did with a profit, and sold ETN just to slash my exposure to AI infra in half, still hold CEG and am so glad I stood my ground in the spring on both it and ETN, but it's making me a little nervous). There's probably still more that can be milked out of this cow, but I think the majority of the move has happened, heck while NVDA has a tidy positive year, it isn't as epic as 2023 and 2024 were.
5 year chart https://finance.yahoo.com/quote/VRT/
VRT is holding up laughably well.. was hoping to re-enter before earnings
sold my 200 VRT shares months ago for $100, sick to my stomach this hurts
VRT is a better bet for $200 in the next couple of weeks.
Doesn't work on Robinhood $hood, but I did do it 8 times on Vertiv VRT this year and it's worked out well so far.
$VRT means staying vertical 🚀 💰 Rally just starting- VRT at the center of data center revolution $VRT 🚀
VRT pumping overnight on no volume LMAO
The one area i'm less concerned about in the area of the data center stocks, is still the ones that deal with electrification. The grid is out of date and that is still going to be on the biggest limiting factors for these build outs. It's going to be wild once we see some spending cuts in the future or something that points towards something being negative. I was pretty highly invested in data center names before LLM's took off, since cloud computing is something that almost every company needs more of. However, does feel kind of wild how much is going into the AI stuff and I still remember like February this year when the deepseek news hit and a ton of names feel pretty quick. If you are going to be buying some of these names, you better know what you are buying and have some conviction. Just an example, but something like $VRT went down like 60% from Jan to April because of deepseek. $ANET was about 50%.
The market has changed. 10 years ago 20% was my metric. Today the market is a total momentum play. It's about jumping on the right train: VRT, PLTR, BTC, AVGO, AMD, JOBY, OKLO. Everything not momentum is sucking wind.
That would be cool. I sold MRVL a couple months ago for VRT, then sold half my VRT for MU when I read about their results. I'll add MRVL back to my watch list. Thanks for the advice.
Other AI related stocks - picks and shovels: ANET, VRT, GLW, CRDO, MU.
Every time I want to lose $100 I pick up a few shares of VRT. Let it bleed for a few days and then sell a day before it pops. Works every time
what happened to VRT? everything was fine and now it is red af
$VRT - all in we’re going to the moon
I see VRT has been climbing ever high usually. And they have a decently important place in our new AI Bubble World ^TM do they not?
VRT They make the infrastructure the Data Centers use for electrical and cooling. The more data centers there are, the more business they get.
Might also fafo with VRT and HWM.
I'll [stick with VRT](https://www.reddit.com/r/stocks/s/09Pwj3gCmj)
I think VRT is the better short of your list. We are already seeing hyperscalers looking to move into their own cooling solutions. CRDO and ETN are dangerous to go against since their narratives are optical connections (which is going to grow regardless of data center count) and power density (again doesn’t rely on datacenter count).
ETN, VRT, NBIS in order from least to most speculative. Eaton has been an industry leader for a while now, so no reason to think it’s about to stop now that demand for electrical buildouts is exploding.
I don’t know much about VRT so I couldn’t tell you the differences other than that NBIS has the potential to become a behemoth.
How does it compare to VRT? That has been my play and I've 8x my money.
Loaded to the tits on VRT, MU, INTC, IREN calls for next week
NVDA, OKLO, VRT, VITL, NBIS, ATYR I have taken sizable profits from all with positions maintained in a couple still. Even RDDT itself has given a great return. Reddit has a wealth of knowledge, DD, and human perspective… If you can dig thru the Chat GPT, AI, and echo chambers of people pumping the wrong shit
$VRT stands for going vertical Lfggg 💰 🚀
MU and VRT carrying me today
On another note. I think DELL is going to continue to go up. Someone other than SMCI is going to benefit from the buildouts. MU, VRT, DELL, maybe SMCI.
I'm just reading this now lmao. Hopefully VRT does well for me but I'm obviously not expecting even 10% of the returns you made
This question is exactly why I think Eaton and Quanta Services are both about to have a continuation of what has already been a nice run. VRT too most likely, but they’re solving a different piece of the puzzle.
Vertiv Holdings ($VRT) is Nvidia's reference design partner for Datacenter builds for power and cooling. They build all the infrastructure from external power all the way to the rack, busbar, pdu, ups systems on the power side. On the cooling side they have the chillers, crac units, cdu with redundancy, fully direct to the chip for liquid cooling.
I agree in principle, but nobody really knows when the spend will turn off for these data center/neo cloud operators. Infrastructure companies like VRT, VST, CRDO, ALAB, etc have 10X into becoming $30-$60B companies, that flow through run rate spend is now picking up among the next level. $300 for IREN is far fetched, but I also wouldn’t bet against those types getting to ~$50B level of cap either before things start breaking down. Heck, CRWV sits there right now.
I need to start promoting VRT to you animals.
AMSC, HOOD, JBL, VRT. DD: Trust me bro
Heavily thinking about getting some more VRT, some RKT for funzies, and perhaps some Dell to round things off.
VRT🏗️🤖 momentum stalled, wonder how they’ll pump from here
I don’t even know what $VRT does but I’m buying puts
Anyone have an explanation why vertiv VRT dropped $10 yesterday?
wow VRT was really up over 5% earlier
Time to load up on VRT weeklies
The hell is going on with VRT?
The AI infrastructure buildout is insane. I am not hearing or seeing signs of slowing down, rather the complete opposite. These quotes sound very bullish $CRWV $NBIS $IREN: Sam Altman: “You should expect us to take as much compute as we can… we will spend maybe more aggressively than any company who’s ever spent on anything ahead of progress.” “We already want the company to 100x the 1 million GPUs we will have by the end of 2025.” “Theoretically, at some points, you can see that a significant fraction of the power on Earth should be spent running AI compute.” “I think compute is going to be the currency of the future. I think it’ll be maybe the most precious commodity in the world.” “You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future.“ Mark Zuckerberg: “We’re planning to invest $60-65B in capex this year while also growing our AI teams significantly, and we have the capital to accelerate investing in the years ahead” “Meta will spend ‘hundreds of billions of dollars’ on AI infrastructure over the long term. We plan to spend $600B over the next few years.” “I actually think the risk is higher on the other side (not spending enough) rather than being somewhat too aggressive.” Elon Musk: “The xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years.” “xAI plans to expand its supercomputer in Memphis to at least one million GPUs from its then-current \~100,000 GPUs.” Satya Nadella: “There will be overbuild … I am thrilled that I’m going to be leasing a lot of capacity in ’27, ’28.” “We continue to lead the AI infrastructure wave and took share every quarter this year. We stood up more than 2 gigawatts of new capacity over the past 12 months alone, and we continue to scale our own data center capacity faster than any other competitor.” “Microsoft has earmarked $80 billion for AI in its current fiscal year. As AI becomes more efficient and accessible, we will see exponentially more demand.” Michael Intrator (CoreWeave CEO): “The depth of the demand, the scale of the demand, the breadth of the demand is overwhelming.” “The overwhelming majority of our infrastructure has been sold in long term structured contracts in order to be able to deliver long term compute to our clients that need to consume it for training and for inference over time.” Whether or not these big tech behemoths are overspending, CoreWeave, Nebius, Iren, etc. are going to be paid. I think all three are buyable on weakness barring an unforeseen change. $HUT $VRT $AIFU Looking good here too.
VRT is a great company, but they’re riding high off this recent AI wave. If you think we are in an AI bubble, like I do, I recommend you sell. Look at the SP over the last year when we went through a similar AI bubble. Nothing fundamentally has changed with their business during that time to warrant those wild price fluctuations.
$IREN, $NBIS, $CRWV, $VRT, etc.
$JCI $VRT are all over this project, may be the next $oklo
ORCL, VRT, ASTS today
For sure, flat is honestly kinda most likely, just feel like everything is overbought and this market is just dumb- I could honestly even see the pullback happening tomorrow and then another rally after the cut. I'm not yolo-ing it or anything, my main positions outside the normal boring stuff are mostly LEAPs on stuff like VRT and some hedging via stuff like EL, it's nice to get a few scalps in positions like this on the side though
Who knows bout VRT?
Y'all buying NVDA while I'm buying VRT. We are not the same- you go looking for gold, I sell picks.
Debating selling SNOW and buying VRT or ANET..
VRT. When I work on a data center, all their stuff is Vertiv. All the infrastructure for modern civilization and a good chunk is from Vertiv.
OKLO URA and TLN VST and VRT We are just getting started with generating energy for AI.
VRT is pumping today. Up 12%. Beta play off AI with cooling systems. I don’t see any news today tho
VRT was a real sleeper. Rode it up from the April lows to June, but completely forgot about it after that
VRT is cooking and I have no idea why
#GOOGL: 🌘 #VRT: 🌗 #UNH: 🌔 #ORCL: 🌕 #NBIS: 🌝 #🐻🐼🐻❄️: 🪦⚰️☠️ LMFAO, 🆗 resuming staycation from stock market gains that dumfuk 🧸 will never know nothing about 😂😂😂😂🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🚪
Couple of months ago AMZN said they will start a datacenter logistics service and VRT went down 15% as a result but mooned after, now SpaceX competes with ASTS causing a 14% drop, i think i might get some shares those dips never hold for long
Total addressable market (TAM) for AI chips will continue to grow for next 5 years due to GPU/compute demand. NVDA, AVGO, AMD, MRVL, TSM, VRT, MU, INTC, ASML will all get to eat. I own stocks in all of them and many more
Won my GOOGL banbet but my portfolio is DIPPIN because of NVDA AMD VRT 😭😭
don't be fixated on the index, it is just kept afloat by big caps. all the momentum stocks like HOOD, PLTR, GEV, AMD, VRT, DUOL, MRVL have been selling off for weeks. buy staples, defensives and gold before it's too late
$VRT and all the previous BTC miners that are pivoting to HPC datacenter infrastructure
I buy VOOG regularly and hold 12% I also hold a lot of Nvidia. 65% at an ultra low cost basis. Smaller positions in Google, Amazon (5% total) And decent positions in VRT, AMD, IXUS International ETF and BTC. And some other stuff on the side that make up about 5% of my portfolio. Actually, don't copy my portfolio lol, mine has been built over several years. Keep buying VOO or VOOG right now and some international and whatever else you like.
It ran up 40%.since April. So did ORCL and VRT and etc... It could give all of that back.There's no support until one fifty... but will it? Get your principle out if you're worried and let your profits ride.
GUH, added VRT🏗️🤖 but will research these into next week, thanks
Lel, so many fear buying the 🔝 I’ve no such fear, I’ve bought 🔝 plenty times Did it today with VRT🏗️🤖 & will do eet again 🔜 Scared money makes no money 💎🤲 ✖️ 🚀🚀🚀
There will be lots of opportunities in the ecosystem. Some examples I've owned include VRT, OKLO, CRWV - these have seen benefit already. There will be a bunch more downstream guys. AI service providers that haven't turned the corner yet. Jensen likes Robotics and Digital Biology. In fact his company owns stock in Recursion RXRX and Serve Robotics SERV. These are risky, but maybe there is another Coreweave in there. See who emerges as leadership in a segment and get on board.
VRT was the NVDA earnings play
I’m feeling frisky with BA, MSFT, and scooped some VRT a week or so ago. Buying all dips it seems.
sure ...VRT more diversified, GEV expensive.... combine to dampen risk
if you're not in GEV and VRT what are you even doing
God fucking dammit VRT
God fucking dammit VRT why can’t you just go up
whats the news of why VRT is selling off sharply right now?
I should've known. The moment I bought a put, VRT goes v.
VRT looks appealing here.
Don’t worry I got in on VRT, SOFi, and BWXT
VRT is down almost 4% today on nothing. There’s your dip, Jabroni