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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
Is this a long term hold for you? I don’t know much about VRT but was curious after the drop. It already recovered a decent amount today too.
My brother works in the data center space and said it doesn't mean VRT backend equipment won't still be used, just the pieces in the racks themselves. Though, this could still be speculative without more details from AWS/VRT. Definitely an overreaction on the dive today. I bought at $135 last year (late to the game I know), rode it all the way down to $53 in April and allllmost came back to green yesterday morning, haha
Amazon designing in-house cooler won't have any effect on other companies use of VRT's products, and CoPilot estimates AWS is less than 5% of VRT's business. So even if all future Amazon cooling systems are built in house, it's not that big of a deal. 12% down intraday was huge overreaction, probably by algos rather than humans.
Well VRT is a the pure play on it. I'm sure SMCI does some cooling, but they are more about building the server boxes than overall cooling in the data center.
Looks like market is already buying the dip on VRT/MOD/NVT, overreaction this AM
Dumb question but with the AWS liquid cooling system for data centers- wouldn’t other names like SMCI go down on this news? Maybe the market overreacted too much on VRT
Dumb question but with the AWS liquid cooling system for data centers- wouldn’t other names like SMCI go down on this news? Maybe the market overreacted too much on VRT
Quick 7% on VRT thank u chicken brain paper hands
MOD down with VRT, not sure thats super logical will have to see how exposed to AWS specifically MOD is
In slightly related news, VRT puts are on sale now!
Have you considered VRT puts? But not 1DTE, 8DTE is better
kinda thinking VRT calls aren't the move then
UNH is an instant buy below 300. Also buying VRT here. Also, look at the V. Always buy the dip.
VRT golden opportunity to buy shares before earnings or grabbing falling knife thinkingpepe.jpg
VRT dropping like a fucking stone
Dance my ghey bears! Dance to VRT! 💃💃💃🤣
Knew a big money player bought the $120 puts on VRT, but I didn't pull the trigger this week :(
NET smoked VRT smoked
Algos so dumb. VRT down 10% because AMZN unveiling some competing product. So a recipe for Chicken Cacciatore has decided to panic sell. Staying long. See you at $150.
VRT is an insane opportunity now 2 weeks before earnings
So VRT just decided to fuck me. Was nice having my gains the past three weeks get obliterated
VRT going from +4 to -1 in less thatn an hour wtf
!banbet VRT 140 7/31
banbet! VRT 240 in 10 days
Not counting BTC and ETH, HOOD, VRT, TSMC, PLTR and AEVA
How did you miss VERTIV ($VRT) in your analysis? They make everything and more than SuperMicro including liquid chilled solutions that SMCI doesn't chill in DCCBS. Saudi Arabia is hot AF.
SOXL was my rebound play earlier. Still holding some. MMs and retail can’t quit tech for more than a few hours. Everyone starts getting all shaky seeing VRT touch the 15 ema on the D1.
VRT - Vertiv for Cooling Which other names?
I'm with you on everything you've said. Just wanted to explicitly point out for u/opeboyal that with SGOV paying a guaranteed 4.69% right now, that's a guaranteed income of $3,376 per year. (Less if/when SGOV's yield goes down.) Then he'd have 70% of the 72k, or 50k as Buying Power for stuff. 'Stuff' could be shares, where if he buys a quality something that's marginable (BBAI doesn't qualify, but things like DELL and VRT do), he could be getting 3x the buying power. (NOT 'using' margin, but the lower Buying Power Reduction in a margin account.)
That's awesome! And you read that thing fast! "Looking at \[stocks/options\] with new eyes," that's what it did for me. I came across an article on Yahoo Finance yesterday, "Best Data Center Stocks to Buy," on US News and World Report of all places. With a couple data centers going up near us, thought that might be a smart play. I wrote down 3 tickers that looked interesting: **Dell**. Though it burned me before with a big drop. **VRT**. I was a bit of a Vertiv fan-boy for a while, but it let me down. **CEG**, Constellation Energy Group. I'm kind of excited about this one. Decent 5y and 1y charts. (1y *very* choppy, but up 56%.) It's a utility company, so it's large and pretty safe. Everyone needs electricity, and that demand is only going to increase. They have more nuclear power plants than any other utility, and nuclear power is going to have to be part of the carbon-free future, along with wind and solar. You don't get much leverage with hte 565DTE 80-delta LEAPS, just 2.0 times (after adjusting for delta), but selling the 4-week 30-delta Call against that yields 74% apy. As you start making picks, let me know. Maybe we can bounce ideas off each other, here or in chat.
Holding CNDS SNOW VRT ANET AVCO and APLD so with you guys on these
Does VST and VRT count as energy?
yeah I was on the other side of it..bought on friday, sold today...ive been burnt by that etf -30% before..the ptsd got to me.. not too butthurt though..My port right now is all SOXL/TQQQ and QQQ calls, with some HOOD/CRWD/VRT/RKLB as well
Anyone considering VRT for their earnings in August. It’s slightly lagging compared to its peers of data centres and semis.
I have always had individual stocks. I’ve been in and out of a lot with no real major losses, but some major gains. My best all time have been SQ, NVDA, and NIO during Covid. Currently, I still have NVDA and will until something enormous happens. I also have MSFT, NBIS (new stock), PLTR, HOOD, and VRT. My only ETF is VTI with the majority, over 80%, being in that. My current plan is to sell 25% of an individual share once one has a 50% gain and shift it to VTI. That way I’m shaving some off while still playing with a little house money. This should happen soon with HOOD if it can hold and have another great day. Start an IRA and DCA into that each month as well. You don’t have to max it each year, but if you can then great. It has made a world of difference for me. I never had an ETF until last year, and I’ve been investing for 20+ years. Sounds wild but it worked out well for me. I’m not the greatest investor or stock picker but I got lucky on a couple that I had high conviction in. I didn’t chase speculative stocks. I may have dropped a few thousand on them but it was a very small chunk of my portfolio. Again, some worked, some didn’t. The events this year have made me a much more cautious investor. Once you hit a certain amount at a certain age, preservation becomes your ally.
Robinhood+ CRWD bull flagging out while the rsi comes back to earth. Buying on dips. Sold VRT for BABA. Seems like the right move for today
My portfolio of RKLB 20%, VRT 20%, VST 20%, CEG 20%, ANET 20% is still down 4% today
Sold VRT, it's going no where fast and might be rolling over. Considering baba
Why is VRT shitting the bed
Few things piss me off more then when the market is broadly green and my account is red. Both VRT and HOOD got snubbed, so I got the double whammy
Bought some calls on VRT, probably will regret
I called S&P offices, they said HOOD is not in. VRT is in, they are fixing server issues and will resume shortly.
I am hoping VRT is entering
I love VRT.. bought it at $100 sth..
LLY. The volatility will pass. VRT. Accidentally filled up at ATH, it's gone back up for the most part, but it still hurts. It's one of my biggest bets because I can't imagine data centers not being built and expanded.
VRT is a really under-the-radar stock that looks like it’s about to break out
Im looking at $NYSE: VRT and $AMZN.
Rklb. It's a play for 2030. Neutron comes out this year, meanwhile SpaceX is blowing up rockets. Low earth orbit is going to be the 21st century oil rush, it's already started. Cyber security - specifically crowdstrike, also just broke out. But earnings are tommorrow. Could tank, super high pe, but the only cs company that has a net profit right now(although Zscaler might be catching up).. Money center banks - I like Citigroup bc the price to sales is just stupid low. Deregulation is coming. VRT or any data center hardware companies. Semis in general have retaken leadership, but I'm playing it with SOXL. I shit you not. I'm looking at Rivn. Every day I drive to work. I see more and more. Extremely speculative tho..I'm on the fence. Baba until the missed earnings lol. They're in the penalty box now. I'm not very diversified, and I need to fix that. But not too much. Too much diversification and you might as well full port SPY. You're correct though. Pretty much everything is expensive right now. So right now, I don't have alot of individual companies in my portfolio. Those that are listed, the rest I swing trade tqqq and soxl or QQQ and SMH options.
I have VRT by holding the PWRD etf. At a 7.5% it is one of the biggest holdings. The focus of PWRD is energy transformation, "how energy and power are sourced, produced, transported, and consumed" in AI/datacenter/electricity present and future. (Other large holdings include GE, VST and AVGO.) If you hold VRT individually, be ready for some wild volatility. VRT will also get a boost sometime in the next year or so when it is likely put in the S&P500.
Yeah? At least NBIS and VRT opened in green 
VRT down because of low volume? Or did I miss something
I took an 115% profit on my VRT calls, and I’m pissed. What kind of life is this?
Have u even seen VRT’s books as compared to ANET?
ANET is positively correlated with NVDA, but the coefficient is like 0.4 or something. To have a 25% move in ANET, you would need 75% move in NVDA. Why do you think this time ANET snaps to its ATH? Also, why not bet on several tickers like NBIS, CRWV, VRT?
I reckon overnight calls in VRT will print tommorrow, mmmhmmm
AFRM, NVDL, GME, and VRT calls are kicking ass
Sold all my stocks in pre market. Granted I only had VRT full ported
why's not? SMCI VRT with similar cap , has reach that level last year?
Today's moves: Bought back into SOXL Sold SMCI Bought VRT
CRWD, TTD, VRT... now this... just saying. easy money.
Still tons of upside in beaten down tech $ANET $VRT $MRVL
That chump Steve Weiss on CNBC has to be in shambles. He bought VRT in the low 90s, sold in the 70s. Ever since then, he's been on the sidelines claiming this market is about to plummet. Whenever anyone pushes back, he turns into a whiney bitch
I got VRT and OKLO about 50% down. And a few others I feel like I got in at a good price: PLTR, AVGO, META. Bought my first NVDA too but who knows if it was a good price. Hopefully they'll ramp up again. I notice my non-tech stocks are dipping a bit while my tech stocks are growing. Seems like people are getting out of the more stable boring stocks and getting back into tech.
1) I think that the last 5 years have created unrealistic expectations for returns. Would be surprised if the next 5 years are as easy/lucrative as much of the last 5 have been. 2) Be flexible and understand that good returns don't just come from tech stocks. Anyone who thought this year, "who benefits from a more volatile market?" has done well in names like CME. I think too many people's investable universe is basically the same dozen or two popular names everyone else talks about and then when those things don't work they say the market is broken. There's always something working, there are times though where figuring out what that is just takes a bit more effort. Boring names can be re-rated in a hurry if they are relevant to a larger theme - you would have done better over the last couple of years in some of the IPPs (VST) or contractors (FIX, LMB) than you would have in a lot of tech stocks like Amazon, Google or Microsoft. 3) The market has become more and more "esclator up, elevator down" since Covid. You had two years (20/21) of "disruptive growth stocks only go up" (this included goofy/terrible companies, just because they were part of a popular theme.) Cathie Wood was called the next Warren Buffett and right before the top for the Ark funds, there was a Bloomberg article with fans calling her "money tree." People said this "time was different" - it was not and Cathie Wood happened to be in the right investing place at the right investing time. Don't get too caught up in hype, especially for things where they're not really going to be a thing for a long time (or things that will likely never be a thing: I saw people talking up "asteroid mining" in the bubble of 2020 and am seeing it again lately: it's a difficult business at best *on earth.*) IMO, look for businesses that solve common day-to-day issues for many people or improve upon a common service/product/issue. 4) Have an investment timeline beyond what happens to the stock in the next 15 minutes. I have been on Reddit for nearly 10 years and a post about "WHY IS MY STOCK CRATERING?" used to be someone wondering why their stock was down 10%. Now it's about why their stock is down 1%. There is a post on the front page about how much their parents holdings of NFLX/NVDA would be worth if they'd continued to hold and not sold years ago. That's years, I think a lot of people could see improvements and be less stressed by investing if they were not so intensely focused on micromanaging the very very short term. Down 1% should not even register as worth posting about imo. 5) Understand your risk tolerance. How many people sold everything at the bottom in the recent volatility? There will be opportunities to buy like about a month ago, but if you're overextended in your risk, you're going to be a seller in volatile markets too. Have a portion of your portfolio dedicated to some degree of stability. Solid, consistent companies that have delivered for shareholders over time. Have another portion of your portfolio for speculative growth. Too many people in 2020/21 were all speculative growth because "growth stocks only go up" - it works until it doesn't and then those people got obliterated in 2022. 2023/24 it happens again and then you have growth names destroyed in early 2025. VRT does amazing for a couple of years because of the data center theme and then between January and April it basically goes down 60% in a straight line. If your portfolio is entirely aggressive growth and all in in that decline, there's no room for you to dial up aggressive growth and add to a VRT or any number of other names and if you're all in aggressive growth, you might be too stressed by the decline to want to add to any such things. The accurate measure of risk tolerance is when things are like they were a month ago, too many people think about risk tolerance through the lens of "everything is going up."
Data center spending accelerating through a down turn, yet priced for huge pull back. VRT/ALAB/AVGO/CEG/ARM/TSMC/MRVL
are my 105 covered calls on VRT for 5/16 gonna get wrecked :(
Some of the names are facing different headwinds. Also PWR reported this morning, helping the move. We also got a report from VRT like last week.
All kinds of data center cohort stocks up 9-10% today like VRT and PWR, on the narrative that AI build out obituaries were exaggerated. Meanwhile the two main players for that, DELL and NVDA clocked 0% and 2% respectively.
$ANET and $VRT could still do 75% gain in 2025
Been sticking with NVDA, VRT & TLT.
wow maybe my VRT shares will be ok after all
Whole market was looking weak, but was oversold. I really like VRT, great niche play
Happy I rode out my VRT calls. Was looking bleak this morning.
Looks like my VRT calls are fucked. Fuck you 🥭
Visa saying no recession VRT/GOOG/AVGO with the big guide , eitherthat buildout not going to SMCI, or demand for NVDA is down, or Dell is eating their lunch
You were wrong on Tesla and VRT...