Reddit Posts
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?
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
Mentions
Lel, VRT investors should’ve sold @ $330 & went all in on a phone manufacturer trading @ 12x sales & 41x p/e with declining global sales 🤌
$VRT will be a good buy once the dust settles
VRT probably buyable at 230
How the fuck is VRT dropping this hard on good earnings lol
wtf just happened to VRT?
Absolutely insane day for my port earnings. Playing VRT and APH calls this morning, Msft Hood calls and Meta puts
If you have to yolo in one of these, which would you pick? CRWV CBRS MRVL MU CDNS SNPS MAAS VRT
Took some profit on VRT. Now I’m sure it will rocket, however plan is to renter after earnings beat sell off same day as fed meeting Wednesday.
I’m heavily invested in AI and diversified like you . Got to some of them like MU, VRT a year ago but in ARM. SANDK, LITE, MRVLE a couple months ago. I’m underwater on those recent investments. What else did you invest in other than those stocks ?
Right now? Most of that is down so it depends what your price point is for each of the stocks The stocks depending on AI buildout will eventually go down so keep an eye on VRT and MU and the like. SpaceX is way down and likely will go up. The hyperscalers will likely go sideways for some time because of spending issues. Oracle is red flag and I got rid of mine but right now it is undervalued relatively so will likely go up sooner or later. NBIS is way down too and I would keep it because it has long term contracts and performance. I did get rid of all my oracle when it had a runup last time near earnings, I did sell my VRT too. You just want to cut down on cyclical stuff that will likely drop more when demand actually does drop. We just had a scare and semiconductors dropped a lot; imagine when the demand actually does slow
Selling options on these PLTR HOOD VRT GE
Bought APLD, MU, SPCX, NFLX, VRT today. Those are my moves!
Feels like the AI energy trade is dead or at least dead until that part of the sector starts seeing real returns. Obviously some plays were more speculative and those are tanking hardest (BE), but more solid names like VRT, ETN, PWR, have started to fizzle. What do you think?
Server stocks are up big today due to IBM’s poor guidance but i was too late to react. So i just bought lots of VRT just now
AI energy plays seem fully dead. VRT completely red today VRT, GEV, ETN all straight red today and been getting their lunch eaten over the last month.
I am 80% AI and semi plays. I do want to cut some stuffs out, but not the top semi companies. I have entered into several small positions that were all companies with no P/E. Should have known better. Sticking with my $MU $LRCX $VRT $ALAB which are big payback positions. Can't do it today, though. Need to wait for recovery of some sort.
Does it make sense to sell PLTR to buy more MU NBIS VRT?
There are so many players in the industy, that an eventual "nationalization" would bring along a massive reduction in capex, leaving many high-flyers of today in the doldrums. Think ANET, JBL, VRT, CWV, etc.
Happy with my recent MU VRT NBIS additions
As much crap as CNBC gets I remember Josh brown saying to buy GLW when it was like 40. Same thing with weiss and VRT, it was his final trade when it was like 70.
So many better names. GLW, VRT, GEV, FLEX
What's up with the energy/infrastructure side of hyperscaling? It's been all chop since late April, but VRT down is really killing me. One of my biggest positions.
This is soooo me. Whatever I buy, it soon falls and stays below water forever, so when it finally gets back to break even or a little above, I get nervous and dump it. Then they run like crazy. Have done this with AMD, Palantir, Marvell, VRT, and many others.
OP asked: "Why do solar companies have falling stocks if PV solar is the future?" I responded that it is "impractical and cost ineffective to provide most power in most situations on a day-to-day basis." Deployment speed is irrelevant to my statement. Solar is quick to deploy. It is why, when I'm camping, I use a solar panel rather than construct an onsite nuclear reactor. I'm power generation agnostic. I think solar has a place in the mix, but there is a reason they burn coal in Wyoming and use nuclear on submarines. I spent last weekend in a place where they heat entirely with water from a hot spring. Since this is an investing subreddit and not a physics club or political forum, I was attempting to answer OP's question from a financial position. Based on my thesis, I'm long in GEV, CEG, CAT, FLNC, VRT, and NEE. I'm short FSLR, CSIQ and ARRY.
Fresh water needs WILL increase, but more and more data centres are going to be closed loop, water / glycol Might want to include: * **Vertiv (VRT):** The undisputed heavyweight in data centre liquid cooling and thermal management. * **nVent (NVT) OR Modine Manufacturing (MOD):** Companies heavily involved in the enclosures, chillers, and sub-systems required to make waterless or closed-loop cooling work at scale.
I’m surprised no one ever talks about VRT on here.
VRT quietly avoiding the fade 👀
Thanks so much! Bluntly, I think I'm not sharp enough for AI-sector investment. I'm not close enough to that industry to spot when one of those sectors is under/overvalued, and I have a very hard time understanding value propositions for products more complicated than "this thing produces electrons which keep your dishwasher running." Will definitely check out VRT / ON / LBRT though.
GLW is a well-established company makes glass for fiber optic (they needs hundreds of thousands of miles of this stuff) STM largest European semi manufacturer. LRCX makes machines for making semis. Also gotta pump my pick and shovel boys: BE, VRT, NVT, POWL, ETN, and PWR
VRT down 10% today and I will happily add here
Sell it and buy DRAM, ALAB , VRT work your way back to break even with the data center.. yes.. yes you are fucked
Does anybody care about making money on VRT or just me? Up 30% today
I own a lot of VRT, great shout!
Im up 20% on my VRT $440 2027 Jan calls Hold or sell? I only got them Friday
Based on my port - energy and picks and shovels are holding strong and on the rise. Memory and semis have some steam left in pockets, but mag7 is sucking it. GEV and VRT crushed it all day while others were influenced by the dips and news.
Bro, this is just terrible news. My advice is try non leveraged positions in AI based products such as $VRT $NBIS $LRCX etc. There is no reason for you to be losing money right now.
Nothing related to AI in there. MSFT is on the wrong side of the AI trade. All you had to do was buy anything AI related from CAT, VRT, FIX, to chips and memory like INTC, AMD, ARM, MRVL, MU, SNDK, and even WDC.
have GEV AVGO VRT all at losses is it a good day to sell i dont have trust in this deal
Whats your thesis on GEV, PWR, VRT AND VICR
Ooh…I like GEV and VRT here.
IREN, VRT, BBAI, and INFQ have all fucked me so hard
US government to invest directly into Vertiv (VRT)
Going to let it pump and dump and buy all these quality stocks on sale (e.g., NVDA, GEV, AVGO, VRT).
Micron for sure. Domestic DRAM manufacturer. This is my clear #1. Fabs are expensive, critical for national security, and create jobs. Probably the top labs next, plus Palantir. OpenAI/Palantir/xAI/Anthropic. xAI will def get some money, perfectly timed right after the SpaceX IPO. Then maybe some grid/power stuff like VRT or GEV. Could also swing at AVGO, MRVL, and LITE.
PL and VRT slightly oversold, your welcome
Alright looks like my VRT call got rugged
VRT calls starting to heat up. Bring out the springboard into EOD boys lets pump.
Bought a VRT $320 call for July.
I already brought calls in AVGX, MRVL, VRT, GEV…. Just didn’t buy calls in AVGO cus of earnings but now I’m more then tempted to due to this pull back
This is not investment advice but these are the stocks that I am looking at. The price per share listed is today's closing price. AI Infrastructure & Cooling Vertiv Holdings (VRT): $331.44 per share [1.3:1] Modine Manufacturing (MOD): $302.03 per share [1.4:1] Ecolab (ECL): $255.67 per share [1.5:1] Semiconductors & Hardware Taiwan Semiconductor Mfg. (TSM): $436.69 per share [1.6:1] Micron Technology (MU): $1,079.57 per share [2.2:1] STMicroelectronics (STM): $79.71 per share [2.3:1] SpaceX Supply Chain & Aerospace Filtronic (FLTCF): $3.99 per share [2.4:1] Redwire (RDW): $18.62 per share [2.5:1] Materion Corp (MTRN): $228.52 per share [3.2:1] High-risk, high-reward "pure speculative" play POET Technologies (POET): $15.38 per share
I’ve been holding a small amount of VRT since $55, obviously they don’t make chips but they make the power systems that run the data centers so yes many of those have already caught on For physical labor I doubt many of the “builders” are publicly traded and we wouldn’t know those contracts in advance
yes and VRT, which no one buys here
The real hidden tier is power infrastructure — $VRT, $ETN, $HUBB. Data centers can't run without power delivery, and there's a 3-5 year backlog on transformers. Less hype, stickier revenue.
Chips, cloud, data centers, power, networking. NVDA, MSFT, EQIX, VRT, ANET.
My ai exposure is pretty boring. My model in my head is to be roughly: > 30% in mostly compute and mostly in NVDA, SMH, AMD > 30% in what I call infrastructure (VRT, EQIX, VST) > 10% in the scalers (Google, Amazon, Microsoft) because that’s where I started parking when I started the ai investing schtick. > I target 30% in early stage (through syndicates, some direct; but it’s in three sleeves and I don’t like to overcommit) The actual numbers usually drift from the target because of market moves and deployment pacing, but that’s the radar screen I'm aiming for.
IMHO we are at year 2/15 for this whole AI industry revolution, we are fortunate to be early , NVDA was the leader (I missed it). $MU, $AMD, $AAOI, $MRVL, $VRT, $LITE are all leaders on their own niche! We ar not late , NFA. DYOR! Add more if you are really into AI and Tech and have some logic to back it up. Good luck all!
MU UI VRT NVDA STRL. Buy them all in equal amounts, wake up in 3 years rich.
MOD — cooling / thermal management — **A-**. This is probably one of the better adds in the thread. Smaller than VRT, but the $4B Airedale data-center cooling agreement and 158% quarterly data-center growth make it a real AI factory shovel, not just generic HVAC.
MAIR — commercial cooling / data-center air systems — **B / B+**. Interesting new public cooling shovel. I’d keep it below VRT/MOD until there’s more public operating history, but it belongs on the map.
A company no one is talking about is MOD a huge player in the cooling bottlenck . 15 billion market cap and is executing faster then VRT whom has a 115 billion market cap. MOD is going to be a minimum 5x
I think the most overlooked "shovels" are the boring bottlenecks. Everyone knows NVDA, TSM, MU, and VRT now. Fewer people pay attention to things like substrates, power distribution, transformers, switchgear, specialty chemicals, and cooling components. My only caution is that a lot of these second- and third-order plays have much weaker links to AI demand than the market assumes. Sometimes a "hidden AI play" is just a cyclical industrial company with a nice AI narrative attached to it.
ASPN — thermal materials / insulation — **C+ / B-**. Interesting thermal-management angle, but I’d need a cleaner data-center link before grading it with VRT or liquid-cooling names.
VRT. Your AI responses are also annoying to read. “Good add.”
Exactly. Cooling is one of the best shovel layers because it’s not optional. Once rack density gets high enough, the bottleneck stops being just chips and starts being heat removal. That’s why VRT and the liquid-cooling / thermal-management names belong near the top of the shovel map.
ARM ETN VRT MRVL CEG My DD lead me to that list. But all of them too price for options. (LEAPS)
some of you didn't even buy the $VRT dip
I am not getting burned by SMCI again, VRT seems safer despite a higher valuation
Schneider Electric is the better OEM, and has more footprint in data center one lines with transfer switches, UPS, switch gear, cooling, transformers, power distribution, and controls software. Their recent motivair acquisition is further step toward a larger portfolio in the cooling segment. That being said, SE, VRT and ETN should all continue to do well during the Datacenter build out mania we’re seeing.
BE, VRT, CEG (this one especially), VST
I have ETN. Compared to GEV and VRT it is slower. But the current spot light is on semi. I believe these data center energy plays will get their day.
Thoughts on VRT/ Vertiv? You cannot get around this company if you want to build data centers but the market is not liking it
I've been doing really good on renewable energy stocks and industrials around data center construction. VRT is on my short list to grab more of. Absolutely solid balance sheet. TE and ENPH. I think the boats left on that one. I'm deciding if I want to sell or hold.
Well they call it rebalancing but the part I'm aiming at is what stocks they add to SPY in exchange for the ones they kick out of the SPY 500. VRT and LITE were a couple from the March rebalancing that got added to SPY.
VRT and CRDO. Water cooling and high-speed copper and optical connectivity solutions such as Active Electrical Cables (AECs) and optical transceivers for data centers.
I started investing by putting money each week into a mutual fund through my bank, I did this for 10 years until I had about $100,000. I don’t even know what it was, it was safe but it didn’t grow very much. After reading a bunch of books and going to a seminar I decided to open a self directed account and started putting a few hundred dollars per week into it. After about 4 years I had invested around $30,000 which grew to $55,000. I started with BRK-B and MSFT and I had some SPY and AAPL. In January of 2025 I received a small inheritance and then I decided to consolidate everything in my self directed account and manage it myself. So in January of 2025 I started with $225,000 which took me about 15 years to save up. Today my portfolio is worth $455,000 meaning that it has doubled in a year and 5 months. In the first year it returned 43% which surprised me, I was hoping for maybe 20%. So far this year it’s up 41%, I am surprised and delighted. Now that I have it where I like it in terms of position size and stocks, I just just keep putting about $500 a month in and I buy whatever is down and cheap out of my chosen stocks. My plan is to hold long term and just keep chipping away. I might start building positions in VRT and ARM over the next year, I also want to add more CAT I wish I had bought more. [Here](https://imgur.com/Wx6JQdp) is what my portfolio looks like today, here is more detail about [ASTS](https://imgur.com/y4Q1xeS) and here is more about [SMH](https://imgur.com/SwtwRMh). I heard about SMH in a youtube video, I learned about ASTS in a reddit post. I learned everything I know from watching youtube videos.
Sure, there are absolutely mid-cap stocks that rocket. VRT was a mid-cap stock for a good while before going parabolic as an example. But imo it's just not worth the risk/reward ratio generally.
I like VRT as a business, but at $310 I would be pretty careful about separating "great AI infra exposure" from "already priced for a lot of execution." The setup is still strong: data center power/cooling demand, backlog visibility, margin expansion, and the market rewarding anything tied to AI capex. The risk is that VRT is no longer an overlooked picks-and-shovels play. If orders or guidance merely come in good instead of absurdly good, the multiple can compress fast. I would probably compare it against other AI infra buckets too: power generation like VST/GEV, semis, networking, and data center landlords, because they are not all the same trade. [https://catsofws.com/](https://catsofws.com/)
$MU was the memory wall play, but the 2026 bottleneck is thermal and connectivity. Air cooling is effectively dead at 40kW+ racks and copper is hitting physical limits. The next obvious-in-hindsight moves are $VRT for the liquid cooling monopoly and $ALAB because you can’t scale next-gen clusters without their CXL/PCIe retimers. If the chips can't talk to each other or stay cool, they're just expensive paperweights.
VRT Vertiv looks attractive with its recent pullback
MOD 15 billion market cap and revenue recently shot up close to 100% compared to q1 last year. It’s seen as really the main competitor to VRT and VRT hasn’t been executing very well and has a market cap 10x more. MOD is going to pick up the slack
could you sell more VRT Then? and buy into PLTR
Got into VRT today! Wish me luck!
I did a deep dive on this with Gemini. Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC) This takes market share away from Nvidia training and inference chips. On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side. So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META. Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.
I am 25 years old and have several brokerages. A couple retirement accounts and a couple more near term focused accounts. Near Term Accounts: My Schwab account where I have about $16k in is my more speculative account where I do my own research and make investments in mostly individual companies rather than ETFs. I buy/sell more often in here. My Robinhood account I started to be able to automate my investing and gain exposure to more dividends. Have about $2.5k. Most of SCHD and cash to use for my automated investments. My other positions are VOO, NVDA, VRT, DIA, and JPM. I don’t touch these, basically just let the automation do its thing to stay in the market and let the ebbs and flows level out. Do you all have any recommendations for how I should change this up or optimize my investments? I am trying to avoid jumping all over the place with my strategy as I know that is where you can get burnt in the market but am open to suggestions, whether it be new stocks to look into, tax strategies, alternative investments, etc.
one of the top suppliers for cooling in AI data centers. Recently got a 4 billion deal with already having 3 plus billion in revenue. Cooling is a huge bottleneck right now and MOD is only 14 billion market cap compared to its competitor VRT at 120 billion market cap