Vertiv Holdings Co VRT

$VRT ?Close to a Breakout…..?

$VRT ? With recent projections for Nvidia’s $NVDA GB200 server volumes rising, liquid cooling adoption comes to the forefront, with liquid cooling penetration estimated to reach 10% by the end of the year.

$SMCI $DELL $HPE $VRT

$VRT ? Microsoft's $MSFT capex rose nearly 36% QoQ and 78% YoY to $19B in fiscal Q4.

The AI arms race continues.

$GOOG $AMZN $META $NVDA $AMD $AVGO

$VRT ? Interesting perspective on liquid cooling from Vertiv $VRT: “The ramp-up of liquid cooling production capacity globally continues, and it is quite encouraging.

This technology is in three of our plants today, and we are on track to finish in 2024 with a 45x capacity increase compared to baseline at the end of 2023.”

$VRT ?Total Steal

we will have a big move to 110 with VRT

$VRT Gotta love prognosticators laying it all out there writing posts with something like “should pull back before Rally resumes”. Wish I had that prediction ability

SMCI has cooling too. Do they overlap?

Nice discount for me today

Enough enough good company pay dividend growing 80 percent