nVent Electric. Every tracked FinTwit mention of $NVT, newest first. 8 mentions since the first on Mar 4, 2026. See the price chart.
June 2026 · 2 mentions
Jun 3
Dillon Valdez — One company I’m studying: $NVT.
Why I like it: data centers need connection, protection, and liquid-cooling hardware.
What worries me: AI-infra stocks can outrun fundamentals fast…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 2 mentions
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
April 2026 · 2 mentions
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
March 2026 · 2 mentions
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗