I’ve been looking for a way to invest in the AI boom beyond just the chip companies, and VRT caught my attention. AI data centres need a lot of power, cooling and infrastructure, and Vertiv is right in the middle of that. My thesis: • Growing AI/data centre buildout • Increasing demand for power + cooling • Direct exposure to the AI infrastructure trend • Long-term growth potential beyond the current AI hype I’m starting a position with a long-term mindset. I know there’ll be volatility along the way, but I like the bigger picture here. 🚀
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1 Comments
Kyle @kylel · 4h
Nice buy! Great rationale as well.
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