Reddit Posts
$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?
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)
Mentions
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
I questioned myself as well… background was company research, any industry any company so this I was good at. Decided to start trading in March 2023, put $330k down and that the plan was to never add which I haven’t. So played the Ai trade, VRT, PLTR etc when inexpensive and the usual suspects NVDA, AMZN… were performing. December 2024 hit $1M and questioned luck or smarts or opportunity…. It was opportunity in my books. I looked at my portfolio, sold a lot off and only have 5 stocks today, $1.75M and looking forward to next year. You got lucky but you called a few things well. Why not just invest? Choose 2 industries that you believe in and get the best performing ETF’s of these, make this 40% of your portfolio, by some stocks you don’t need to think about, NVDA, AMZN etc and have 30% here and then allocate 30% into some massive growth stocks, NBIS, IREN etc. That’s how you get your 40% etc and just go a little more conservative every 12 months.
I bought nearly $70k in VRT shares at close today before seeing this. I hope your 9/11 price holds up lmao
Wild lol, might ride with you on the VRT calls
Of course! I made my mistake! Now time to move on! I posted another YOLO on VRT! Check it out
After VRT got pumped couple days by fake news… the thing crashed
I mean, I usually don't go this aggressive that often, but I am trying to get into VRT expiring this Friday since it dropped almost 10% today, I have an open order for that and if I get it I will post it
VRT is allergic to gains, ever since I’ve bought I’ve been negative
I held VRT from 130 to 330 last year selling CC's and options. Made quite a bit but think they're too overvalued now. Sold my shares at 329 and haven't regretted it once.
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)
Holding ABB and VRT. Might add BE
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)
Anybody have any insight into the weakness on VRT stock?
$VST $VRT will go up as ELON made a energy bottleneck comment !
MOD, NVT, VRT puts
VRT really screwed me today, in a bad bad way
I predict NVDA earnings will reinforce that the AI rally is still valid so all the picks and shovels (e.g. MU, SNDK, MRVL, VRT) will rally over the next few weeks.
Can we get a real pump on VRT please?
The rate that GPUs are being purchased is faster than the GWs coming online. Electrical infrastructure has the largest backlog in the AI stack. ETN GEV VRT NVT
Anybody have any insights into what's driving VRT downwards?
COHR, LITE, BE, AMD, AVGO, VRT, MU, SNDK to name but a few
I think I'm gonna buy a put option for VRT. Baby investor here, thoughts?
I'm going to need VRT to go back where it was a week ago please
Gonna continue dca of QQQM, VRT, SMH and ROBO until the robots win.
Are you still bullish on this stock? I use to hold VRT but I sold back in 2024 now I want to find a replacement and I do like NVT as a replacement. Plus it’s market cap is only $27 billion and if it grows to $100 billion that’s about $600-700 per share
Thoughts on VRT at its current valuation? The recent rebound has got me to about where I bought in 4-5 months ago, and am wondering if it’s time to get off the ship while I can
I am doing a combination of both. I have many blue chip dividend stocks that are on your list but also have some dividend growth stocks that are growing right now and hopefully picks up on dividends as their growths slow down. Those include: VRT, GOOG, and Cardinal Health.
That is the approach at this time. Little while back went with a little more tech/ai build out thesis with things like AVGO, ASML, MRV, VRT, GEV and some others. Did okay with that but learned the volatility with of ups and downs was too much for me. The dividend blue chip route seems my speed. What are you holding as I am not fully set on a couple of these (mainly DE)
If you saw what VRT did today, and didn't buy it, I got nothin for you.
I got into VRT, but I was supposed to buy VRTX. Happy accident.
VRT looking bullish af and at a discount here
Not selling VRT at 360 was my blind greed moment. Their financials do not support such high prices.
Actually there is. You can predict that VRT would have a large move the next day based on the daily candle which was an inside daily. For a stock like VRT, the way it moves, it’s rare for that to happen. There was 2 catalyst really. 1. Inside daily (technical) 2. AMZN Er helper data center story (fundamental)
Distribution, market ripped on Thursday, it got sold. It gapped up with other AI stocks on Friday, VRT alongside entire basket sold off meanwhile index stayed bid
That’s exactly what I do but I have more cash in a given time than you, I guess. I had about 10% only at tariff dip as far as I remember. I do degen stuff here and there too, but I mostly buy great companies when people start hating on them. Despite this, including my cash positions, I’m still beating my index investments. If I were to invest full portfolio in indices, I would be less up then I’m, and guess what, if I was full portfolio in indices, most of the money would be taxable which is for me basically 50% loss. However, my cash taxes are fully paid off thanks to loss harvesting each year. So yeah, it’s simple as that if you can go against sentiment. The problem is everyone loves to say buy low sell high, but when times come, it’s not easy to buy the dip because whatever sentiment it was to draw it dip down, it was real! It’s real you too feel it, understand it, but still buy it. For me the hardest thing is not buying dip it’s trimming at the top. I trimmed AMD too early. Now I’m up 500% but position is too small. I did not trim VRT on a generational run for the fear of taxes and now it’s down 30+% from ATH, still 3X my money in it. It’s funny that I feel exactly the same about Meta. I cannot just believe the long term of good in social media companies. I feel like we could totally hit a wall as a society as far as social media goes. I bought the TGT dip too. 5% dividend, boring as hell but still up 60+% from when I bought. I remember when I told my friend I’m buying TGT he is working in a reputable hedge fund, he told me TGT is not going anywhere, I’d not buy. Well, guess what, it actually did go a lot.
the worse part is i gave up day trading because i cant keep track of the market that close and have a job, and i fucking sucked at it. I decided I would just buy some shit and sit on it. •So here is mostly: NLR, VRT, SPY, VXUS, IWM, •with some under 300$ plays in: IE, IBIT, Himx, sldp, nbis, sqqq. and after a year to be in the negative is great. so i sold everything except SPY, VXUS, IWM put most my money in SPY going to wait for my 6k to give me 60$ in a year and buy some shotgun rounds and repaint my ceiling fuck this bs.
BE and VRT are buys here, I've sold DELL to buy. But then again I've been watching my MU position tick down day after day without doing anything so maybe don't listen to me.nyway I've sold DELL to buy
I dipped into VRT. Such a good stock unfairly beaten down 18%. I’ll DCA more if it keeps dropping.
Industrials are doing twice as badly as tech today, I guess VRT, CAT, Eaton, Deer, GEV
fk it, borrowed 50k more from my brother to buy more dips in NBIS, SNDK, MU, VRT, META, COHR, MRVL
I don’t understand what happened to VRT with those crazy earnings
45% of my annual salary swing in 2 hours 📈📈 go SNDK NBIS MU VRT SKHY Samsung
VRT MF Market run, it didn’t run
Now a good time for VRT leaps 🧐
Lol record VRT earnings and it dumps. Why don’t these funds just sell the day before if it’s guaranteed to selloff? None of this adds up
Lost money on VRT calls, trying to make it back with ETN calls. Second times the charm? 🤡
what to be accumulating for next 6-12-18 months right now imho SNDK, VRT, MU, SMHY, Samsung, FIX, LITE, NBIS, NFLX, META, MRVL
My averages: SNDK 1203 MU 855 SMSN (samsung on LSE) 3750 VRT 229 NBIS 176 NFLX 69 Need patience ⏳⏳⏳⏳
VRT should be free money at these levels. Maybe 208 gap fill worst case scenario
glad i sold my VRT at 330....
So regarded. Didn’t buy SOXS at 63 premarket because I sold off VRT and that cash didn’t settle and kept getting error not knowing why. I’m regarded
Surely SOFI and VRT are an entry at this level? and what we thinking for MSFT going into earnings? Could this be the stand out moment for its cloud computing business?
i am all in now SNDK Samsung SKHY NBIS and VRT
send VRT back to 255 today
added more NBIS and VRT
SOFI and VRT are killing me per usual
So VRT just completely cooked huh
already cashed out on VRT 232 dip buy at 246. Lovely. Now time for SNDK samsung SKHY to recover
panic bought some VRT 232 aswell
Enjoy your bags VRT holders. LMFAO!!
Oooof VRT and KLAC. Think I’ll add to both today
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