Reddit Posts
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
Noticed unusual bearish volume on VRT even though its been on a solid upward trend?
Mentions
Same thoughts here but they're small positions for me so not bad. MU RKLB AMD VRT have saved the day for me and I'm up on VOO by bout 10%
It’s the Ohio AI powerhouse team. VRT and ETN happen to both be operationally headquartered in Ohio.
VRT and ETN get mentioned a lot for power/cooling. CEG too because of the energy side.
I'm trying to decide if VRT is just taking a breath or beginning its descent into long-term investing. DD goes both ways.
I think the companies that have near monopolies in the semi industry & are also booked out on orders for years will inevitably trade well for the next 2 years, if not longer: TSM, ASML, MU, ASX, GEV, VRT
Genuine question - why would I buy this over something like GNRC, FIX, CARR, VRT, etc.? Seems like there is no momentum in this ticker at all, which given the state of the AI trade is "data center go up 10% every day" is hard to do.
Agreed! Buy VRT and ETN.
Yeah I’m wondering how to play that. I’ve been rotating into energy (bloom) and cooling (VRT) for the last month or so, as well as optics (AAOI, OPTX).
Cooling is the current big rotation. Thanks for letting me know about this one. I’m already deep in VRT though, not sure how I’d play this
I also think the S&P kicking out boring and underperforming stocks in favor of newer ones probably skews the valuation. For example the recent rebalancing added VRT and LITE. I dont think P/E ratio shouldnt be the way a stock is judged. It is a snapshot of that past.
Off the top of my head over the last 3 years my biggest winners have been ASTS, rocket lab, LUNR (although their botched sat launch last year brutally fucked me and I sold at a massive loss), IREN, NBIS, QBITS, RGTI, GOOG, VRT, AAOI, WYFI, RDW, massive win with MU recently I’m firmly in space stocks right now, but I’ve started rotating into energy, had some amazing luck already with Bloom and a penny stock American fusion There have been others
NVDA for GPU's. IBM, Google, Microsoft, Amazon for AI and cloud infrastructure Quantum computers also depend on a ridiculous amount of cooling to protect the quantum state of qubits. I'm sure there's others but $VRT and $FORM are on my radar.
What’s going on with VRT?
my VRT, LITE, and ANET bags are getting lighter today
Tomorrow, NVDA and VRT will take off.
VRT calls if NVDA is bottlenecked by physical demands?
Did we find a way to cool data centers with the tears of orphans now or why is VRT digging trenches?
Am I the only fking tard who decided to dump my coq into VRT instead of MU yesterday?!?
APG/APi is an industrial roll-up focused largely on safety/security (fire detection/supression is the primary focus.) So you get something that has exposure to data centers in a more conservative/regulatory manner. It's not going to be an exciting stock, but probably a fairly consistent performer over time. There is an excellent visual presentation of what they offer in a space on page 26 of this investor presentation (pdf; https://s201.q4cdn.com/155847588/files/doc_presentations/2025/Feb/27/v2/APG-Investor-Presentation-vFINAL-2-27-Update.pdf) FPS/Fogent is prefabricated energy solutions, transformers, panels/switchgear and connectors. The CEO is formerly of VRT.
Hope I won’t regret buying VRT today. Already missed out on MU since I thought it will go down much further
I totally understand the vibe of this dd and respect the hell out of the thourough analysis. I had one thought reading your dd that kept popping into my head and thats 'pick axes and shovels'. I would not short the people that are providing the pick axes and shovels. I would short whatever the people buying the pick axes and shovels are trying to mine. Now to contradict myself and to align with your thesis, I asked my terminals ai to give a breakdown based from the companies 10k filings. \-- **AI Infrastructure Buildout Risks (10-K)** The company's 10-K filings highlight several risks directly tied to the rapid development and deployment of AI and associated infrastructure. * **Demand and Spending Shifts:** A material risk is that customer investment priorities may shift. The company notes that a change in customers' focus on **artificial intelligence** or cloud projects may result in reduced demand or increased pricing pressure on VRT's offerings. * **Cyber and Technology Risk:** Increased integration of AI and Internet of Things (IoT) subjects VRT to elevated security risks. The company is exposed to increased cyber and technology risks related to the secure operation of its IT systems and networks that interface with **AI applications**. * **Implementation Costs and Disruption:** Implementing new IT, information security systems, and enhancements, including those relating to **AI**, can be costly and disruptive to VRT's operations. * **Infrastructure Demand Dependency:** A significant portion of VRT's business relies on the continued growth of customers' data centers and communication infrastructure demand. A slowdown in growth, potentially due to shifts in spending on **artificial intelligence**, could decrease overall demand for VRT's products. \-- So I think your understanding of their risk is spot on. What I would consider is their exposure. VRT operates globally, as data center demand hypothetically slows down in the USA, does it possibly pick up in other parts of the world that would require the same physical infrastructure and equipment VRT provides? Just food for thought. Thank you for your dd.
The infrastructure construction companies will do well because they will build whatever is built, whether renewable, natural gas, whatever. TCAI and AIRR are ETFs that give you companies like VRT, GEV, MYRG, STRL, FIX, etc. Take a look inside those ETFs for individual ideas.
I had to double check cause I had remembered VRT reported back in April.
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
My dumbass bought calls on VRT from this chart and realized it’s a fucking error.
Am I a tard for buying VRT at current prices?
Mu, RDW, VRT all down by 10% for me. Should i panic and sell everything
Hmm do I finally just gobble up all my MU, VRT, and SMTC gains?
This just shows that even if we believed VRT earnings was today, we didnt make much impact by buying calls/shares
VRT esrnings already happened in April. WSB got it wrong
WSB got the VRT earnings week wrong. It already happoned in April
Why does Robinhood say VRT isn’t reporting until 7/29?
VRT and MU a good buy at these prices? Or shall I wait more?
VRT and NVDA ER better do some heavy lifting this week, bers out the woods again
VRT and NVDA better do some heavy lifting this week, bers out the woods again
Vertiv VRT. AI chips have rallied, they go in data centres which have rallied. They need power and cooling infrastructure. Vertiv provides this and plenty more
Vertiv VRT AI chips have rallied, they go in data centres which have rallied. They need power and cooling infrastructure. Vertiv provides this and plenty more
Contemplating about selling my NET to free cash for VRT and MU. Anybody who recommends it at current prices?
VRT drop seems excessive for no major news?
Im assuming VRT is going to aky rocket after earnings since its incredibly down today
VRT doesn't report on Tuesday
btw VRT doesn't have earnings tomorrow. But it's on earnings calendar [https://www.reddit.com/r/wallstreetbets/comments/1te6a1g/weekly\_earnings\_thread\_superbowl\_518\_522/#lightbox](https://www.reddit.com/r/wallstreetbets/comments/1te6a1g/weekly_earnings_thread_superbowl_518_522/#lightbox)
NBIS is worthy. APLD is too dependent on Coreweave so a bit too risky for this list. I think Coreweave will be fine so APLD should be too. Just can’t recommend it as Top 10 or maybe even 20. Like we also have VRT and even CRWV to throw on the list first.
Google, AVGO, TSM, AMZN, NVIDIA, VRT, ASML, IBIT.
bro take VRT of this list. they aren't reporting earnings on Tuesday. They are just having an investor day on that day.
didnt VRT report already
Pretty sure VRT already reported bruv
Open a stock trading account with Interactive Brokers. Buy shares in Micron(MU) ,Vertiv(VRT), Seagate(STX), Argan(AGX) and Sandisk(SNDK) ASAP. You will get rich quick. 10k in each will multiply 20 times over by the time you retire( Consertative estimate). If you don't believe me check the prices on yahoo finance every so often. Check them in 20 years. You will see that if you don't buy them now you will miss out on a fortune. Check the MU discussion groups on reddit. Trust me on this.
VRT already run up mad, will it still pump after earnings? stocks unstoppable
Wow Google - search, ads, cloud, subscriptions and devices Apple - Devices, app store, subscriptions Microsoft - Cloud, Microsoft 365, Games, LinkedIn, Windows Amazon - Ecommerce, AWS, Ads, subscriptions Meta - Ads All these businesses make them lots of money. Some of that profit then goes to Nvidia, private AI companies, and other chip companies. Like Micron, TSMC, AVGO and data center infrastructure like VRT Does that work better for you? I assumed you would understand how it was first written.
Agreed. Are the companies with valuations that have gone too far in the room with us right now? Micron 8x Forward PE Nvidia 26 Google 28 TSMC 26 AVGO 38 VRT 55 Stick to the big guys and you’re not paying for any overvaluation.
I don't get FOMO about missing option plays as those are very hard to execute perfectly and there is a hug element of luck. But I do get FOMO about missing out on 10 bagger stock shares plays that retailers piled on during the last 5 years and made millions. I am talking about stocks like PLTR, RKLB, ASTS, MU, SNDK, OKLO, VRT, AVGO etc that have made retail life-changing money with just buying and holding shares. I am sure there is an element of luck there as well with these high growth stocks but I think the chances of losing it all are not as bad as compared to options.
VRT, NBIS, MXL, BOTZ ETF. For storage WDC, Sandisk, Micron
Next week: ADI, VRT, KEYS
Let me give you an example. Back at the end of last year (2025) I was chatting with AI agents, was reading in the subreddits about trading/stocks and was convinced at some point that VRT and MU will run up. Simply because of the "AI and data center bottleneck theory". I was watching VRT since 190-ish level and MU since 340+ level and this theory proved right. That's it - just one example how to scout for such moves.
i’m still more interested in the “second order” AI plays than the obvious chip names tbh 😭 been watching power/infrastructure stuff like ETN, VRT, PWR, and even some utilities because the AI buildout is turning into an energy + grid story now, not just a semiconductor story. a lot of analysts have been talking lately about how data centers are driving huge demand for electricity/cooling infrastructure too. outside of that, i still like boring compounders like BRK.B, MA, JPM, and WM for longer-term holds since they’re easier to sleep with during volatility. also been seeing a lot of people posting their daily buys/setups in a 60,000+ member investing/trading community i’m in, lots of market breakdowns, sector discussions, and long-term ideas daily: https://discord.gg/tV47E6F8bn
Not sure where I read it.. but some guy tracked private jets flying to/from VRT HQ with unusual frequency. Flights were made to MSFT HQ and the silicon valley. Regardless of the deals materializing or not, the market loves "guidance" and forward prospects for a company. So.. cut your losses early on 😉
Next is fiber optics and photonics. We have the Chips, Memory, and Speed. What else is needed? Something to transfer that speed and to something to keep the machine cooled to prevent it from overheating to complete the cycle. In on COHR, VRT, and CRDO!
Whoa, this is a seriously thorough breakdown on VRT, man. I totally get that macro overlay and how tempting it is to short when multiples get so stretched, even on good businesses. That price vs. business distinction is key, and it sounds like you've really dug deep. Really appreciate you sharing the detailed thesis and the spread mechanics. Wishing you the best on this one!
Also VRT been in that for 2 months and boy oh boy.
The DD is solid and the multiple compression framing is the right one. Pushback is on the structure, not the thesis. A long dated debit put spread on a beta 2.1 name is more a vega trade than a directional trade. At 32.83 debit on Jan 2027, you are more sensitive to where IV ranks land than to spot path. VRT just printed a beat and raise, so IV is sitting high coming out of that. Buying vega at the top of an IV regime on a name you expect to drop is a structural mismatch. If direction works but vol compresses on the way down, which often happens once the AI infra basket calms, the spread underperforms what your scenario table shows. The other piece is duration. If your bear case lands in 4 to 6 months instead of 12 to 18, you paid for time you did not need. The Jan 2027 expiry was a liquidity decision but it pulls the trade into vega territory whether you want it to or not. A cleaner expression for the same thesis would be a shorter dated put spread closer to the money, rolled if it works, or a calendar that sells front month vol against back. Same multiple compression story without paying the full vega tax of a 20 month structure.
Homie. Did you look at how VRT is providing 800V components for NVIDIAs Feynman racks along with the liquid cooling? Did you also know they're the only company that will service them? Did you know Google is also on board with 800V? Did you also know that they let using 800V to lower TCO due to less loss to the racks. You're counting the beans but not looking at the actual technicals of the business.
Added more SNDK.TO, VRT.TO and MU.TO from the Canadian listings today
The problem is that VRT is going to continue climbing as long as the AI powers keep spitting lies. Just look at all of the AI stocks. I’m sure it’ll drop but your timing is only going to happen if something big breaks.
This is a low probability play and you'll probably lose money. They just blew out Q1 earnings and raised guidance. Note - I'm long VRT.
I’m work in network engineering and I’m investing in ANET and CSCO. Arista network devices are the gold standard for datacenter networking. Cisco was in my city a few months ago and put on some presentations about how they’re trying to make their offerings more attractive to datacenters as well. I’m also investing in VRT as they are the top dog in datacenter cooling.
VRT for datacenter cooling and power LITE/COHR for fiber optic networking that will replace existing copper networking ANET for the network switches that connect the servers together inside the datacenter
I sold 490c August calls at 660 😂 still made mid 5 digits but it would have been well into the 6 digits by now just holding 5 more trading days So depressing! Anyway onto the next, ASTS and VRT leaps from last week both up 20-40% already
Why does nobody in this thread talk about VRT, NVTS, and NBIS. Three stocks that have been going nuclear for some time
Everything I own pumping: AMD VRT WULF LUNR HIMX
You are correct. Buying at highs means they're going even higher in a bull market. I bought VRT after earnings when it gapped to a new high. At $200. It's $370 now.
Old time stocks are infrastructure stocks! I get all my stock advice from WSB and Zacks investment research And Zacks have been preaching STRL since the AI started I got into VRT instead based off their recommendations, but not STRL!
Also long on VRT. they’re the top dog in server/datacenter cooling.
VRT is forward PE of 52, but if you look out to future earnings estimates, By FY28 the current price is closer to 30 PE. So it seems that the market is simply already pricing in expected earnings. I see this in a lot of AI "picks and shovels" stocks--share prices ran up faster than earnings so they're at high PE today, but forward PE a year or two out is reasonable as the market is pricing in future expected earnings. For TSLA, I can't help you. It's pretty much a meme stock to me. The valuation seems to be completely untethered from any realistic fundamentals. I'd call it irrational, but as they say, the market can remain irrational longer than I can remain solvent. So I neither invest in TSLA, nor do I short it.
I used to have VRT at $70+ but chickened out and sold at $80’ish lol
P/E is really high across all tech though, but has stayed high and kept going higher... 40 would have made investors nervous a decade ago, wouldn't it have? But I have some VRT at 85, and TSLA is at 391! I don't see how someone can really know when a stock is overvalued anymore.
Hah!! 1000 shared VRT $75, 1000 shares POWL $100 😂 Shit happens! Keep your investment account picks and trading account picks separate and live with it!
I mean these subs have been all over stuff like AAOI and Poet for a while, VRT before that etc. I got a number of AI plays early. To me it’s all gambling and guesswork though. MRVL and CRDO seem to be catching a tailwind now? And maybe CAT is undervalued compared to backlog? Who knows though.
Wow, someone else with VRT in their portfolio. Hello brother! 💰
The week overall was good! Made a lot of NVDA weeklies that I bought Monday and sold Wednesday. I made 300%. Could have made 900% if I held until today, but I was very busy at work this week which prevented me from paying attention to the market Today was not! I thought there would be a two day correction so puts on spy and VRT failedi also had calls overnight on MNDY and that went down! So made money, but non chip stock money
My new price targets: NVDA: 400 MU: 2500 SNDK: 4000 VRT: 700 AAPL: 450 GOOG: 600 MSFT: 410
It was easy to get that the last year. That's pretty much what the S&P index did. But if you like the situation and him, that's all that matters. I'm in the biz too, so I get it. We also try to make people worry less about this stuff, but also provide a lot of other stuff to help make their lives easier. My accounts did almost 60% the past year, and honestly aren't crazy aggressive. Just concentrated some money in some ai/chip makers, NVDA, AMD, MU, APLD, VRT, NBIS, IREN, ASML, QCOM, TSM
Was a buy after that offering when it went into the $20's, but after ramping in a straight line to the $40's, was time to trim some (like a lot of other AI-related names after the last month or so post late March low.) Also, the CEO was formerly at VRT.
I did overnight ORCL calls and SPY and VRT puts so don't listen to me All three trades will expire worthless
I have calls on MNDY for tomorrow PUTS on VRT and SPY I think either way I am drinking tomorrow! Either on credit or cash, it don't matter!
VRT down today, bought more GEV and SMEGF are good as well