Vertiv Holdings. Every tracked FinTwit mention of $VRT, newest first. 220 mentions since the first on Aug 26, 2025. See the price chart.
July 2026 · 8 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 9
Midas — Here are the top stocks I found using @asymmetrix_xyz which tracks insiders like Trump, Leopold Aschenbrenner, Serenity, etc:
$PLTR
$SMCI
$VRT
$SNDK
$MU
Save this post and follo…↗
Serenity — Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AM…↗
Midas — Here are the top stocks I found by using @asymmetrix_xyz which can spot AI bottlenecks in seconds:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
June 2026 · 37 mentions
Jun 30
TheValueist — I'm long $VRT calendar -1/15/27 c540 || +1/21/28 c540. I have supremely high conviction that the stock will reclaim all-time highs and then some.
Club Valueist - get involved. It…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Serenity — The “You’re So Rich Now” $NVDA ETF.
These were just some of the supply chain partners Jensen made a toast to with that comment:
TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T
Mi…↗
May 30
Alphatica — @altcap The nuclear parallel is the right one to draw but the lesson cuts both ways.
Nuclear didn't lose because of a "small group." It lost because the industry couldn't answer b…↗
The Future Investors — $VRT Vertiv acquired Strategic Thermal Labs to strengthen its liquid-cooling capabilities for AI and high-density data centers 💧🤖
The deal adds expertise in chip-level and serve…↗
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…↗
Alphatica — ALPHATICA GEX-VOLUME RELATIVE STRENGTH SCANNER
Look at the Chg% column on the losers list. Every single name is green:
$SNDK +11%. $VRT +7%. $CRCL +8%. $LRCX +7%. $APP +7%. $PLT…↗
Mar 31
Trade Whisperer — @facefked You mean $VRT liquid cooled fan? Nice addition to the portfolio↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…
February 2026 · 22 mentions
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
TheValueist — https://t.co/Ol6kr4sZPE
$NVDA $VRT $GEV $ETN EXECUTIVE OVERVIEW
The core physical rationale in the SemiAnalysis post is directionally correct: as rack power rises, low-voltage di…↗
Shay Boloor — 10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS
1. $MU memory for long-context agents
2. $NVDA sets the price of inference itself
3. $PLTR governs what agents are allowed to do
4.…↗
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 24
TheValueist — $MU $SNDK $LITE $VRT NVIDIA and Groq: 2nd and 3rd Order Strategic Infrastructure Effects and Market Implications
Public reporting indicates NVIDIA has agreed to acquire Groq for a…↗
Dec 22
Gaetano — @thgstar2 Haha yeah true😂 Yeah I bought some $VST and it's not doing too much but I like it longer term, lower beta. $VRT is solid.
There will be no shortage of volatility thats…↗
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
October 2025 · 2 mentions
Oct 14
Ray Wang — 2) $VRT and Delta are, in some ways, competitors—but their businesses don’t fully overlap, given the distinct “white space” and “gray space” each occupies in the market. However, t…↗
Oct 14
Ray Wang — 1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol) https://t.co/BO2Y5nNCwA↗
September 2025 · 2 mentions
Sep 23
Daave “3 and 30” Tepper — Vertiv down 6% on this news. AI hardware has so much margin to pursue, the tech risk is higher than a typical hardware company. Careful out there.
$vrt↗
Sep 15
Daave “3 and 30” Tepper — We’re at the AI goes exponential phase
In Covid spread terms, Italy is hitting down and the US stock markets haven’t moved
Humans can’t get arms around what’s coming
Buckle up…↗
August 2025 · 2 mentions
Aug 28
Daave “3 and 30” Tepper — Nvidia might be overvalued, maybe not. No position $NVDA
But AI DC spend beneficiaries are telling you the spend goes on.
$vrt $nbis $mu $anet $gev $crwv https://t.co/7slLb9WW1…↗
Aug 26
Daave “3 and 30” Tepper — $stx $nbis $vrt $cenx
looking for some pullback in these compute plays. Not seeing it yet.↗
— BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…
Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast.
$VRT — Every AI rack needs liquid cooling; demand outpacing supply.
$SNDK — NAND squeeze just starting; same su…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 23
TheValueist — $VRT Vertiv: Engineering the AI Infrastructure Lifecycle. Investment Thesis. New: 6/23/26.
Vertiv has earned its position as one of the most direct beneficiaries of the AI infrast…↗
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Midas — Using @asymmetrix_xyz, the platfrm to find 10x stocks early, here are the 5 AI stocks they could possibly choose:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for…↗
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 15
Serenity — $NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan…↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 10
InvestmentGuru — CPO & 800V DC SELLOFF — DELAYED, NOT DEAD
➡️ A SemiAnalysis report flagged potential timeline slippage on two of the hottest AI infrastructure trades
➡️ $NVDA’s native 800V DC pow…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 8
Jason Luongo — 5. $VRT - Vertiv
Q1 revenue $2.65B, up 30% YoY. Backlog more than doubled to roughly $15B. Americas organic growth was 44%. Every GPU rack needs power distribution and cooling inf…↗
Jun 7
Midas — $PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jun 7
KawzInvests 🦑 — @MoMoMacro Completely fair point. $VRT and $PWR are the picks and shovels of the picks and shovels. 😭↗
Jun 7
rubicon59 — Well, $PSIX fell flat on its face, but most notable is $VRT’s high return even from a very high multiple.↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
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…↗
— $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…
Jason Luongo — 4. $VRT - Vertiv Holdings
Every AI server Dell ships needs power and cooling. Vertiv's organic orders grew 252% YoY - strongest quarter in company history. $15B backlog with a 2.9…↗
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…↗
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
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…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 18
Jason Luongo — 10. $VRT - Vertiv
Thermal management and power distribution for data centers. Q1 revenue $2.65B, up 30%, with 23% organic growth. Adjusted EPS grew 83%. Backlog over $15B. Raised…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 17
InvestmentGuru — $CORZ $NBIS $VRT - AI infrastructure
$CORZ — Bitcoin Miner Turned AI Data Center Operator
Core Scientific made one of the boldest pivots in the market — from crypto mining to hi…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 15
Dillon Valdez — @StockMKTNewz The interesting part is not just that $VRT is a big position.
It is what Vertiv represents in the AI trade: power, cooling, and deployable data-center capacity.
Chi…↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Serenity — @Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged.
But I wanted to do more DD today, just in case the $NVDA architecture chan…↗
InvestmentGuru — COOLING / WATER: The Hidden Bottleneck in AI
AI scaling isn’t just a chip problem.
It’s a heat problem. The more compute you run, the more heat you generate — and heat kills perfo…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
Wayne Liang — Talking about bottlenecks a bit more...
This whole thesis is pretty straight forward. GPUs are available. Power to run them isn't. Data center occupancy rates should exceed ~95% b…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
Jason Luongo — 8. $VRT - Vertiv Holdings (Cooling Infrastructure)
AI racks run hot and Vertiv keeps them running. Q1 revenue $2.65B, up 30%. Adjusted EPS surged 83%. Operating margins expanded 4…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Alphatica — Q1 2026 earnings season. Here's what the actual 10-Q filings are showing.
238 S&P 500 companies have filed with the SEC. Not press release numbers. Filed accounting.
Revenue grow…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 1
Tigris 会讲课教授是好老师 — Show me the money。审判日
在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布
云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。
特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC…↗
— If you are looking for 800 VDC power and power semi names, someone I know already did a bunch of diligence for you. I hear they do good work.
$NVDA 800 VDC Architecture
https://t.…
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
Apr 23
TheValueist — $VRT KEY READ-THROUGHS FROM VERTIV HOLDINGS Q1 2026 EARNINGS CALL
Vertiv’s Q1 2026 earnings call was a strong cross-sector confirmation that AI data center infrastructure demand r…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 22
Serenity — $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explo…↗
Ophir Gottlieb — $VRT
FCF +140%+ YoY. also rerating the stock
3/↗
Apr 22
Ophir Gottlieb — $VRT
EMEA will return to growth in 2H 2026
EPS up 50%+ YoY in Q1 and organic sales growth +30% for 2026, both driving a rerating on the stock valuation
2/↗
Apr 22
TheValueist — Power semis continuing to rip. $GEV $VRT both with robust revenue growth guidance today (VRT down because short of wisper). Power semis definitely look like a strong candidate for…↗
Apr 22
Ophir Gottlieb — $VRT @Vertiv
Incredible that they raised full year again after last quarter's "shock and awe" quarter and guidance
1/ https://t.co/Z4dhPhRZ5W↗
Apr 22
Shay Boloor — $VRT Q1 EARNINGS
• Revenue $2.65B vs Est. $2.64B
• EPS $1.17 vs Est. $1.01
• Operating Margin 21% vs. Est. 19%
Q2 Guidance
• Revenue $3.35B vs Est. $3.41B
• EPS $1.40 vs Est. $1.…↗
Apr 22
TheValueist — $VRT (Bloomberg) -- Vertiv Holdings boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees adjusted…↗
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 18
The Future Investors — Next week, earnings season picks up pace 📈
Tuesday: $ISRG, $UNH
Wednesday: $VRT, $TSLA, $NOW, $GEV
Thursday: $INTC
Which one are you watching most closely? 🤩 https://t.co/3BWZN…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
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…↗
Apr 1
TheValueist — $VRT $ETN $SU $NVNT EXECUTIVE OVERVIEW
The post is directionally correct on its central technical point and directionally useful as a warning against simplistic TAM math, but it i…↗
Apr 1
KaizenInvestor — @BlackPantherCap would add SK Hynix on memory, thermal management like $VRT, Packaging like $AMKR, and testing like $AEHR↗
TheValueist — $ECL $VRT $SU DESK NOTE - Ecolab Acquires CoolIT for $4.75B: Liquid Cooling Enters the AI Infrastructure Control Layer
https://t.co/ENbit7yRn5
Bottom Line: The Ecolab/CoolIT acqu…↗
Mar 26
PhotonBull — The traditional data center is dead; the era of the AI Factory has arrived.
AI factories are a new class of extreme-scale, GPU-driven facilities designed specifically for generati…↗
Mar 24
Dillon Valdez — The market keeps doing the same thing:
It overpays for "safe" and underpays for growth that's actually executing.
People pay up for 3-5% organic growers with zero upside surprise…↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
Mar 23
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
Mar 22
Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade:
Space: $RKLB $PL
AI Utility: $NBIS
Inference: $NET
AI Power: $VRT
Hardware: $NVDA $ALAB
Software: $…↗
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Mar 17
InvestmentGuru — NEXT WAVE:
Power • Cooling • Infrastructure
The market is starting to realize something critical—AI growth is no longer just about chips and software. The next bottleneck is pow…↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 15
Black Panther Capital — 6/ WHERE THE REAL MONEY IS
Here's the trade. Oracle's $553B backlog is real even if the concentration risk is real too. Which means the picks and shovels upstream of Oracle are the…↗
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 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 13
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$RDDT
$LWLG
$LPTH
$INFQ
$OKLO
$VRT
Here is my method 👇↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 12
Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake:
• Layer 1 Energy (The Fuel): $CEG, $VST
• Layer 2 Chips (The Engine): $TSM, $MU
• Layer 3 Infrastruc…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
The Future Investors — 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…↗
Mar 11
InvestmentGuru — The AI boom is entering the -infrastructure bottleneck phase.
The winners are not just the GPU makers — they are the companies solving the scaling problems of AI data centers: powe…↗
Mar 9
Chris — People ask how we find these moves before the news.
$VRT +61%
$COHR +79%
Both called using Dealer Edge positioning before the S&P announcement. https://t.co/oBBebyOavP↗
Mar 7
Michael Sikand 🦑 — This is crazy.
$SATS just became the FIRST pure play space stock added to the S&P 500.
$ASTS $RKLB $PL holders pay close attention.
Yesterday the committee looked past a $14B GA…↗
Mar 6
Serenity — @InFoTheLongTerm I expected $VRT today given prediction market odds.
$LITE and $COHR together came in as a surprise.↗
Mar 6
InvestmentGuru — These stocks are being added to the S&P 500
Vertiv $VRT
Lumentum $LITE
Coherent $COHR
Echostar $SATS↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
amit — S&P 500 NEW INCLUSIONS:
$VRT $LITE $COHR $SATS https://t.co/YQcz9WzBmH↗
Mar 6
Chris — Called it hours ago. $LITE $VRT $COHR - all added to the S&P 500 tonight
Bought $VRT 260 calls at 3:53 PM - before the 5:15 announcement
Why? Dealer Edge showed:
- GEX Rating: 5/…↗
Mar 6
TheValueist — 4 for 4 baby!!! First time ever!
$VRT $COHR $SATS $LITE↗
Mar 6
Shay Boloor — $VRT IS NOW OFFICIALLY INCLUDED IN THE S&P 500 https://t.co/uMTNSJ0OOL↗
Mar 6
Chris — S&P 500 rebalance announced tonight at 5:15 PM ET.
Estimated odds of inclusion:
$LITE - Lumentum - 70% (Nvidia invested $2B)
$VRT - Vertiv - 65% ($95B cap, AI data centers)
$COHR…↗
Mar 6
amit — okay so…do we think $SOFI gets into the S&P today after hours?
usually the committee tends to make companies wait a while after they get eligible so maybe this will require a long…↗
Mar 6
InvestmentGuru — $VRT and $SOFI on top https://t.co/T3RWFusXfJ↗
Mar 6
Shay Boloor — @JayWoods3 Wow $VRT has a 70% chance 👀↗
Mar 6
Shay Boloor — 8 MOST LIKELY CANDIDATES FOR S&P 500 INCLUSION TODAY AFTER THE BELL
1. $SOFI | SoFi
2. $MRVL | Marvell
3. $VEEV | Veeva
4. $LITE | Lumentum
5. $COHR | Coherent
6. $RDDT | Reddit
7…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
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,…↗
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Gaetano — 🚨Let's talk about the state of AI Infrastructure
There were lot's of recent earnings + updates that give us insight into the AI trade
In this post I will specifically reference…↗
Gaetano — There is alot to cover in the AI trade today:
$VRT - up 22% after earnings
$META - 1GW data center in Indiana
$ALAB - down 20% after earnings
$ALMU - earnings after market
$GFS -…↗
Feb 11
TheValueist — $VRT EXECUTIVE CALL SUMMARY: (Vertiv Holdings Co, 02/11/26)
Fourth quarter 2025 results reinforced a sharp re-acceleration in demand indicators, led by a step-change in orders and…↗
Feb 11
Ophir Gottlieb — $VRT @Vertiv
In general, this was a sort of “shock and awe” quarter. I don’t think anybody on Wall Street saw this kind of outperformance coming and this one felt different.
But…↗
Feb 11
Shay Boloor — $VRT UP OVER 20% https://t.co/q1YyPLmPz2↗
Feb 11
TheValueist — My Power & Utes tracker sorted by YTD
$POWL $BE $PSIX $VRT https://t.co/WwT3sztdol↗
Feb 11
Ophir Gottlieb — $VRT @Vertiv
Full year guidance qualifies as an OMG; stock re-rating
Full Year 2026 Guidance
• Revenue: $13.5B vs 12.5B est
• Revenue Growth: 31.9% vs 21.7% est
• Organic Reven…↗
Feb 11
Shay Boloor — $VRT Q4 EARNINGS
• Revenue $2.88B vs Est. $2.89B
• EPS $1.14 vs Est. $1.30
• Backlog $15B (+109% YoY)
FY26 Guidance
• Revenue $13.5B vs Est. $12.4B
• EPS $6.02 vs Est. $5.33 http…↗
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 4
Serenity — $GOOGL reported earnings and their CapEX spend was enormous.
$175-$185 Billion vs. $120 Billion.
This is bullish for AI buildout.
Follow the money flow down to:
- $AVGO, Media…↗
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
mon — > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…↗
Jan 11
Shay Boloor — 15 STOCKS THAT SCALE WITH $NVDA AI ENGINE
1. $IREN builds low-cost, energy-backed compute at industrial scale
2. $ALAB removes GPU-to-memory bottlenecks so inference doesn’t stall…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 8
Shay Boloor — Another trend I didn’t mention was how every new AI data center is a power plant disguised as compute & the grid is becoming the permanent bottleneck in AI scale.
10 names to watc…↗
Jan 7
Shay Boloor — $NVDA CEO Jensen Huang said AI’s biggest bottleneck is energy where compute, cooling & networking can be sourced in months but power takes years.
That gap forces massive investmen…↗
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — Every layer of the AI trade is now financially linked where each dollar of AI revenue ultimately flows back into power, chips & data centers.
• Upstream are the chipmakers like $N…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
Jan 2
Jose Najarro Stocks — Can 2026 be like this for the rest of the year, asking as a fellow semiconductor investor? Thank You
What are some of your biggest gainers today?
$NVDA
$AMD
$NVDG
$CRWV
$NBIS
$A…↗
— FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…