$Vertiv(VRT.US)

Vertiv is still moving sideways after a big guidance upgrade and strong quarterly results. The market seems more worried about short term delivery timing than the bigger demand picture.

I’m not too concerned. AI needs enormous amounts of power and cooling, and traditional air cooling simply won’t be enough for high density compute. Vertiv is already deeply embedded in this infrastructure, with a strong position in liquid cooling and close relationships across the hyperscale ecosystem, including Nvidia.

To me, this is not a story that changes because one quarter moves around a little. Rebuilding this kind of power and thermal infrastructure is extremely difficult, and that’s what gives Vertiv its moat.

I’d rather sit through the short term noise and stay focused on where high density compute is going over the next few years.

@Captain's Treasure