Reddit Posts
AI data-center supplier Vertiv just reported orders up over 100%. Shares are jumping 15% premarket.
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
Another $17,000 VRT YOLO - 40 Sept 18th $242.5 calls - Man do I love abuse!
How much does the AI slowdown talk actually matter for data center stocks?
$15,000 YOLO on VRT - Revenge Trading my META YOLO - Hoping for $60,000
Where would you put surprise inheritance money
Vertiv (VRT): the full file — the numbers, the owners, and what the filings actually show
Vertiv (VRT): the full file — the numbers, the owners, and what the filings actually show
Pre-Market Gainers and Losers for Today (July 29, 2026) 📈 📉
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
June CPI missed big but I'm not buying the full rally yet
After a good gain should I cash out and buy dips? Or hold and compound gains?
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
AI infrastructure is turning the whole market into one giant NVDA side quest
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
CRWV feels like one of the purest AI infrastructure bets now, but is the runway already priced in?
VRT: Buying Puts On AI Infrastructure (Jan'27 340/260 Put Debit Spread)
$QS has 10% intraday swing to continue ramp up
Eugene's back in the game with a high conviction bet: KEEL
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Tech AND Energy BOTH Up Today. Bears Are Cooked
A $337K Bet on the Future: The AI Stack + Space Thesis
19yo Law student, investing for 2 years. My portfolio is up 40% and focused on AI Infrastructure and Energy. Thoughts
Best energy stock to buy and hold for next 2 decades
AI Demand Is Forcing The Grid To Behave Like Software
AI Demand Is Forcing The Grid To Behave Like Software
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
Why smart cities are actually energy projects
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
Updated consideration for VRT at the current price
AI Data Centers Just Became Grid Assets… Cities Are Next
Smart Cities Aren’t About Apps… They’re About Power
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
stopped overanalyzing charts and just started following volume. way better results
Volume spikes have become my #1 filter for finding which names to even look at
Started tracking sector breadth before entering trades.
Changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices are out.
$LITE, $COHR, and $VRT added to S&P 500
How do you evaluate infrastructure stocks beyond surface level AI hype?
$BWA - The next AI infrastructure play? From Tier 1 Auto Supplier to Data Center Powerhouse
$BWA - The next AI infrastructure play? From Tier 1 Auto Supplier to Data Center Powerhouse
The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks
where to deploy capital in case there's a correction/crash?
The Top AI Stocks – Based on AI and Alternative Data
Any stocks to watch that will take off in 2026?
2026 Investment Strategy: Stop chasing AI shell companies. Invest in bottleneck industries.
AVGO’s Massive Decline…a buying opportunity?
Sharing my research - quality stocks to trade options on
I'm bad at handling winners; when to add more or take profit
Why Dell might partner with Nvidia's Open A.I project
After-Hours Gainers and Losers for Today (September 9, 2025) 📈 📉
Vertiv (VRT): my detailed thesis, scenario math, and why I weighted the outcomes the way I did. Looking for pushback
My Roth is Fully Invested for the Year, but need more stocks...
It ain't much but it's honest work $VRT puts
Do you guys think I might get rekt on the PMCC strategies
Anyone else looking at Vertiv (VRT) as a long-term Al infrastructure play?
Anyone else looking at Vertiv (VRT) as a long-term AI infrastructure play?
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?
Mentions
Lmao need VRT to open 5% down please goe
Lmao need a 7% drop on VRT just to breakeven so fucking retarded was range bound then broke out as soon as I buy puts
ETN, HPS.A (Hammond power supply), and VRT.....should cover some of the energy shortage stuff. Neoclouds because they actually have the contracted power. All these chips are going to be sitting in warehouses collecting dust, waiting for power hookups FOR YEARS!!!! FRMI is also kind of a bit of a long shot, but that fucker could 10x in short order
Fuck Sakes should’ve sold my VRT puts didn’t even move down after announcement
Didn’t think VRT reported until market closed
VRT was a nice surprise this morning. Had in my head earnings were tomorrow.
my VRT bounce giving me the tingles
damn, top up right before the jump must feel great. i've been watching VRT from the sidelines for months and never pulled the trigger, classic move on my part. that order growth is pretty ridiculous though, makes me wonder if the whole "AI spending slowdown" narrative was overblown
[Vertiv Reports Strong Third Quarter 2026 with Net Sales Growth of 61%, Organic Orders Growth over 100% and Diluted EPS Growth of 91% (Adjusted Diluted EPS Growth of 78%); Raises Full Year 2026 Guidance Across All Key Metrics](https://www.prnewswire.com/news-releases/vertiv-reports-strong-third-quarter-2026-with-net-sales-growth-of-61-organic-orders-growth-over-100-and-diluted-eps-growth-of-91-adjusted-diluted-eps-growth-of-78-raises-full-year-2026-guidance-across-all-key-metrics-302921936.html) \- VRT VRT still the best performing deSPAC, about $249 premarket, 24x the SPAC price, [OneSpaWorld Reports Record Third Quarter Fiscal 2026 Results](https://www.businesswire.com/news/home/20261028384783/en/OneSpaWorld-Reports-Record-Third-Quarter-Fiscal-2026-Results) \- OSW DeSPAC OSW is about $25 premarket. OSW is a COVID bargain; went to $17 after deSPAC in 2019, only to drop to $2.50 in April 2020 due to COVID wiping out the cruise business for the year. 10x since.
VRT gives a preview for VST. After all, if you need cooling, you need double the energy. Once to power the hardware, and again to cool down the heated up hardware 😉
Glad I put $3k in VRT shares last night to swing trade. Easiest $400 of my life
Wanted to jump back into VRT the other morning at $190. 50% from it's ATH. Very high beta name, but great growth
the electricity angle is way underappreciated. everyone's chasing chips while ignoring that data centers need more power than some small countries VRT has been quietly crushing it but nobody talks about it because "cooling systems" doesn't make for good memes the real play might be copper. every server rack, every transformer, every mile of transmission line. physical stuff takes years to permit and build while software doubles every six months
Just look at VRT the buildout is insane
Why did VRT rip so much while I was in bed? Earnings aren't till close
VRT beat, raise, margin growth, and statement release that AI building accelerating. +17% pre.
knew i should have bought more VRT fuck
VRT got dumped too severely for the past few months
$VRT beat and raise EPS $2.21 vs. $1.83 est. Revenues $4.313B vs. $3.760B est. Raises EPS Guidance from $6.65-$6.75 to $7.15 vs $6.74 est. Raises FY2026 revenue guidance from $14.000B to $14.650B vs $14.016B est.
That VRT beat is disgusting AI trade may still be alive
Can someone tell me what time $VRT and $GEV are reporting earnings
Worried about VRT tomorrow
At this rate, wouldn't be surprised if VRT opens at -10% tomorrow
My bad wrong chart, I like $VRT
Ahahaha my VRT puts! Finallllyyyy
GLW, VRT, and GEV all just straight down
I used to work at VRT we just sit around and don’t anything
All of these started as $10 SPACs: Vertiv Holding, VRT, currently $205 RocketLab, RKLB, currently $51 ASTS, currently $41 Symbotic, SYM, currently $40 MP Materials, MP, currently $40 Roivant Sciences, ROIV, currently $35 ( Founded by Vivek Ramaswamy, the Republican nominee for Governor of Ohio in 2026, who cashed out about $260 million worth, per wiki ) Those are the top performers.
Using Friday, Oct. 16 closes, VRT | Vertiv Holdings - Current Price: $206.42 - Market Cap: $79.5B - Bull Target (12–18m): $285–$320 - Bear Target: $165–$180 - Upside: +38% to +55% - Downside: -13% to -20% - Reward-to-Risk: ~2.6:1 🟢 - Success Probability: 70% - Forward P/E: ~26x - Debt-to-Equity: 0.70 - Debt/EBITDA: 1.19x 🟢 - Total Debt: $3.34B - TTM Revenue: $11.48B, +26% 🟢 - TTM Net Income: $1.73B, +113% 🟢 - 2026 Revenue Estimate: ~$14B - 2026 FCF Estimate: ~$2.55B - Price Trend: Strong multi-year uptrend, but ~46% below 52-week high 🟡 - Bull-Case Market Cap: ~$110B–$123B - Risk: Moderate-High - Conviction: 8/10 - Grade: A- Vertiv provides power and cooling infrastructure for data centers, making it one of the cleaner infrastructure beneficiaries of AI expansion. The combination of strong historical shareholder performance, profitability, accelerating earnings, manageable leverage and >2:1 reward-to-risk is enough for me to keep VRT in A-range at $206.42. BE | Bloom Energy - Current Price: $221.31 - Market Cap: $65.2B - Bull Target: $285–$320 - Bear Target: $150–$175 - Upside: +29% to +45% - Downside: -21% to -32% - Reward-to-Risk: ~1.4:1 🔴 - Success Probability: 55% - Forward P/E: ~62x 🔴 - Debt-to-Equity: 1.72 - Debt/EBITDA: 6.23x 🔴 - TTM Revenue: $3.11B, +91% 🟢 - TTM Net Income: $245M 🟢 - 2026 Revenue Estimate: ~$4.1B - Share Dilution: +24.7% YoY 🔴 - Price Trend: Massive long-term appreciation, but extremely volatile - 52-Week Range: $75.70–$351.28 - Risk: Very High - Conviction: 5/10 - Grade: B- Bloom's growth has become spectacular as AI data centers demand more power, but 62x forward earnings, 20x sales, heavy dilution and sub-2:1 reward-to-risk make the current valuation difficult to justify. The business is finally delivering, but at $221 I'm not chasing it. CBRS | Cerebras Systems - Current Price: $127.21 - Market Cap: $30.2B - Bull Target: $200–$250 - Bear Target: $80–$95 - Upside: +57% to +97% - Downside: -25% to -37% - Reward-to-Risk: ~2.4:1 - Success Probability: 40% - Forward P/E: N/M - Debt-to-Equity: 0.16 🟢 - Cash: $7.92B 🟢 - Total Debt: $1.49B - Net Cash: $6.43B 🟢 - TTM Revenue: $681M, +112% 🟢 - TTM Net Loss: -$487M 🔴 - Free Cash Flow: -$680M 🔴 - Price/Sales: ~44x 🔴 - Share Dilution: +61% YoY 🔴 - IPO Price: $185 - Price Trend: Severe post-IPO collapse 🔴 - Risk: Extreme - Conviction: 3/10 - Grade: C Cerebras builds wafer-scale AI processors designed to compete with GPU-based AI infrastructure, and its 112% revenue growth and $6.4B net-cash position are impressive. But at $30B it trades around 44x sales while losing nearly $500M annually, burning $680M of FCF and sitting roughly 59% below its first-day high, so the fundamentals haven't caught up with the valuation yet. Ranking: VRT A- > BE B- > CBRS C.
Its kind of wild right now, there has been some opportunities the last few days. I still think GOOGL is a good value to start a small position in. Companies like FPS or VRT are pretty beaten up for no real reason, I still think Uber is a good value. Best of luck and stay disciplined
WDC, AMAT, VRT, GLW, NBIS to name a few
VRT | Vertiv Holdings - Current Price: $242.91 - Current Market Cap: $93.52B - Bull Target (12–18m): $300–$330 - Bear Target: $175–$190 - Upside: +24% to +36% - Downside: -22% to -28% - Reward-to-Risk: ~1.5:1 - Success Probability: 65% - Expected ROI: +14% (estimated) - Forward P/E: 30.75 - 1-Year Return: +43.65% 🟢 - 5-Year Return: +990.73% 🟢 - Profitability: Strongly Profitable 🟢 - Revenue Growth: +26.2% YoY 🟢 - Free Cash Flow: Positive 🟢 - Bull-Case Market Cap: $115B–$127B - Comparable Company: Eaton - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ Vertiv manufactures power and cooling infrastructure for AI data centers. Exceptional growth and long-term shareholder returns are attractive, but its substantial valuation limits my reward-to-risk. --- VST | Vistra Corp. - Current Price: $161.48 - Current Market Cap: $54.20B - Bull Target (12–18m): $205–$230 - Bear Target: $115–$130 - Upside: +27% to +42% - Downside: -20% to -29% - Reward-to-Risk: ~1.6:1 - Success Probability: 65% - Expected ROI: +15% (estimated) - Forward P/E: 15.79 - 1-Year Return: Negative 🔴 - 5-Year Return: Strongly Positive 🟢 - Profitability: Profitable 🟢 - Revenue Growth: +3.8% YoY 🟡 - Free Cash Flow: Positive 🟢 - Bull-Case Market Cap: $69B–$77B - Comparable Company: Constellation Energy - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ Vistra generates electricity through nuclear, natural gas, and other power assets. Growing AI electricity demand and strong long-term shareholder returns are attractive, but leverage and limited reward-to-risk prevent an A grade. --- XYL | Xylem Inc. - Current Price: $102.71 - Current Market Cap: $23.98B - Bull Target (12–18m): $135–$150 - Bear Target: $80–$85 - Upside: +31% to +46% - Downside: -17% to -22% - Reward-to-Risk: ~2.1:1 - Success Probability: 60% - Expected ROI: +15% (estimated) - Forward P/E: 17.53 - 1-Year Return: -29.06% 🔴 - 5-Year Return: -8.01% 🔴 - Profitability: Profitable 🟢 - Revenue Growth: Moderate 🟡 - Free Cash Flow: Positive 🟢 - Price Trend: Significant Correction 🔴 - Bull-Case Market Cap: $31.5B–$35B - Comparable Companies: Pentair, Dover - Risk: Moderate - Conviction: 6/10 - Grade: B Xylem provides water treatment, pumping, and infrastructure technology. Attractive recovery potential and positive cash flow are encouraging, but negative one-year and five-year shareholder returns prevent a higher grade despite favorable projected reward-to-risk.
I bought VRT at around $90 and sold it at $140. Way too soon!!!
I like VRT more, ride that to $300. Has some good catalysts; OCP Global Summit next week.
What are your top picks? I’m holding the usual suspects - NVDA, PLTR, CRDO, VRT, ALAB, AAOI, NBIS and other data centers, BE and other energy plays, etc. I’m also hoping for this plus 5-10 years equals rich
Sold VRT right before the rip lmfao
I’m balls deep in STX, VRT, and IREN… all shitters today…
Tfw cought VRT at 240$ and missed WDC at 397$ by 11c
Got in VRT and STX yesterday. Already regret it
Isn't VRT beaten down like crazy from its top? As long as you don't have calls, you might be ok
I’m balls deep in VRT and STX am I cooked?
I went balls deep in VRT and STX today was it regarded?
Nothing too exciting, PLTR, S&P, INFQ, VRT. 35% gain is meager to you but the market says otherwise. Horrible play, hopefully you learn from how regarded this is.
I was debating buying VRT but then I'm like, why not just buy more AMZN
Any Vertiv VRT bros in the chat?
VRT wedge pop? bouncing off that 21ema
Massive gains on VRT though
If you don't really understand the company, sell and kiss the dice you rolled, for they have treated you very well. I'll admit to doing the same. There are a few things I own that I could say I don't understand. As an example, I bought some materials stocks a couple weeks ago... and promptly lost \~15%. No specific news, no obvious macro pressures, no nothin, just down. I decided it was better to consider it a teaching moment and go on. after a quick glance at VICR... I'd sell too. Way too pricy. VRT looks cheap in comparison.
Data centers build out: 30% for 70% against Argument: Similar percentages during the cell tower build out. The cell towers were built and everyone is happy. Energy: Quaise Energy (QUIS.PVT) Water: Vertiv (VRT) https://youtu.be/cbUO2N2Stpo
I’m hoping he says some shit about building more cuz I got calls on VRT
BUYING VRT, what do regards think ? Hasn't recovered from July to the same extent of other datacenter related stocks. :hmmm:
Meaning things like VRT, VIST, VST, CEG, CAT, GEV. PAVE and GRID have high expense ratios but get the job done for my portfolio
Well, I have been investing in the market for the last 23 yrs. I have been aggressive the last 3 yrs. I got in early on tech giants like Amd, Alab, Anet, Arm, Avgo, Apld, NVDA, Mrvl, MU, Docn, Intc, Pltr, Smci, Spcx, Rklb, TSM, STX, VRT, GLW. Today, I crossed over 1.1 million and decided to sell everything but 200 shares of Nvda. The rest is sitting in SGOV earning me 3,100 monthly in divvys until my retirement in 2 yrs. It has been one hell of a roller coaster ride with all the big ups/ downs. I am going to leave my other brokerage portfolio to ride with 148k in it. Good luck to all navigating thru the Wall Street casino! Don’t fall in love with any particular stock, take profits, re invest in something wks with upside potential. Good luck all, I’m just chilling from here to retirement!
If you are looking for good entries, AMAT, ALAB, WDC, VRT, and GLW
Ok I’m eying: -MTZ -STRL -VRT -RH (thanks Jeremy) -KTOS -AVAV Any thoughts on those? With the last two I’m pretty convinced rn.
Mostly on META, NFLX and VRT calls, but yeah I did Yeah I did
Did u sell ur VRT calls? And if so at what price?
neoclouds weak af. VRT going flaccid and getting stage fright. fuck
Vertiv: Thermal management and liquid cooling are mandatory for next-gen high-density GPU racks. VRT secures structural demand upstream; it gets paid before data centers can even turn on. GE Vernova: Utilities and governments cannot delay grid reliability or power generation CapEx due to high interest rates. Power delivery is an inelastic public utility. Demand remains rigid even when monetary policy is tight. I don't care as much about valuation as you. Sorry, man, you're not in r/ValueInvesting. When I stock-pick, which is a minor part of my portfolio, I want to engage in macroeconomic trends. It's that part of my portfolio that's up for risk. I don't want to invest in bitcoin or gold to hedge anything. What I try to do is leave some room for the AI bear thesis, but not go full port on this "AI bubble" stuff. But overall, extremely rude comment. Congrats. >'Don’t develop a mental relation to a company' Who do you think you're talking to, man? Imputing some weird parasocial relationship between me and two companies I'm not even invested in? I just said I'm watching from the sidelines. Do you behave like this in real life, constantly provoking and belittling the other person, or just behind a screen? I was trying to have a normal conversation on Reddit without getting belittled. I know, too much to expect. You clearly don't want to. So, bye.
I already have oil producers in my country, so that's why I'm not really expanding that too much And yes, VRT is really tied with AI (Data center stuff). What about GEV? I'm really interested in energy sector despite the AI cycle, because in my country at least, it's one of the most solid investments in high interest/inflationary scenarios. What do you think?
VRT is extremely tied with semiconductor stocks and sensitive to the 10yr. MPC and refineries are completely different “energy” stocks. Do you see the ww3 conflicts getting better anytime soon? If your answer is no, MPC will continue to grow day over day over day. Look at the charts of its history - and relation to geopolitical announcements for major dips and rally’s As long as war occurs, russias oil exports offline, Middle East exports offline, MPC will pump. Probably up until midterms is my projection.
I don't care what anybody says VRT is a buy here
I'm watching GEV: Energy equipment manufacturing and VRT: Electrical Equipment & Parts (Data center stuff) Not sure about it though, just watching
I'm watching GEV: Energy equipment manufacturing and VRT: Electrical Equipment & Parts (Data center stuff)
I didn't forget, but the way VRT is moving today I will probably sell these for a loss tomorrow morning
My average on VRT is $288. How big and stinky of a bag am I holding?
Last chance to buy VRT this low
VRT looks like a great buy here, no?
I was debating weeklies in VRT or NFLX and my limit order for NFLX never hit, so here we are!
Does anyone believe that VRT will hit $251 today? Asking for a friend
I got into VRT last year a bit, a dozen or so shares back around 70. Really wishing I wouldn't have paperhanded when it went to 140s then back down to 117.
Is VRT bankrupt? Tf is happening
I think I’m going to focus on VRT until further notice That seems like a great risk:reward now that it has fallen NFA
CRDO VRT and my entire nuclear portfolio have decided to fuck me over this past month
AMD target 363 gap fill INTC target 70 gap fill VRT target 208 gap fill then we BTFD
NGL an entry on 1M calls on VRT this week look kinda promising
Am buying BE MRVL CBRS VRT on next dip
I hold SMR, OKLO and VRT. What is my luck honestly
**DO NOT READ THIS POST** Data centers build out: 30% for 70% against Argument: Similar percentages during the cell tower build out. The cell towers were built and everyone is happy. Energy: Quaise Energy (QUIS.PVT) Water: Vertiv (VRT)
MUST READ Data centers build out: 30% for 70% against Argument: Similar percentages during the cell tower build out. The cell towers were built and everyone is happy. Energy: Quaise Energy (QUIS.PVT) Water: Vertiv (VRT)
yeah i need 2 things for this bet to work: 1) Bullish on ORCL earnings (check) 2) CPI not shitting the bed. (waiting) Need both CRWV and VRT to run 10%+ though
Praying for my CRWV and VRT 1DTE calls if CPI is not hot af
Loadrd up on VRT, 251 avg
Did VRT declare bankruptcy or something?
The guy who bought $15k worth of VRT 2dte yesterday is so beyond fucked
VRT drop 10% today. I went all in at the bottom . 263. Yall think it dropping more tommorow?
Share in VRT is never a bad decision I am waiting if it hits $220 to buy leaps. Not expecting it to fall that much, but I am prepared just in case. Bought shares at $60 and sold at $280