Vertiv Holdings. Every tracked FinTwit mention of $VRT, newest first. 78 mentions since the first on Aug 26, 2025. See the price chart.
June 2026 · 5 mentions
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…↗
May 2026 · 39 mentions
May 31
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
Michael | Hypermarkets — $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…↗
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…↗
Apr 25
TheValueist — 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.…↗
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 26
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 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…↗
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 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…↗
November 2025 · 1 mention
Nov 9
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.↗
— 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…
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 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…↗
— 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…
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…↗
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
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…↗
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…↗
Apr 10
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↗
— 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 👇
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 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
TheValueist — 4 for 4 baby!!! First time ever!
$VRT $COHR $SATS $LITE↗
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,…↗
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:…↗