VRT Buying opportunity. "It took just four months for Amazon Web Services to go from a whiteboard design to a prototype, and then 11 months to deliver the first unit in production of its liquid cooling system." OK AMZN... so you build out of thin air a liquid cooling system that's gonna storm the market. I don't think so. Just like everytime AMZN tries to sneak into any market, companies that have the expertise and knowledge built on years and years of spent R&D will keep winning. Just my 2 cents. We'll get further news in the ER for sureVertiv Holdings, LLC stock forum
VRT Buying opportunity. "It took just four months for Amazon Web Services to go from a whiteboard design to a prototype, and then 11 months to deliver the first unit in production of its liquid cooling system." OK AMZN... so you build out of thin air a liquid cooling system that's gonna storm the market. I don't think so. Just like everytime AMZN tries to sneak into any market, companies that have the expertise and knowledge built on years and years of spent R&D will keep winning. Just my 2 cents. We'll get further news in the ER for sureVRT still not certain what hapenned. Hope it was just an insider dump. We'll find out tomorrow if the trend is to continue.
VRT seems multiple factors forming a perfect storm for our hero...:U.S. Technology Export Ban: The U.S. government announced a ban on 80 companies, many of which are Chinese, from acquiring U.S. technology. This move impacted the AI and data center sectors, including Vertiv,
Analyst Downgrades: Barclays reduced Vertiv's price target from $111 to $100
Hyperscaler Design Changes: Analysts from TD Cowen indicated that major cloud service providers (hyperscalers) might be redesigning their data centers to handle increased AI workloads. This could delay short-term orders for Vertiv's power and thermal management solutions.
Valuation Concerns: Vertiv's stock was considered significantly overvalued, trading at a price-to-earnings (P/E) ratio of 63.77 and a price-to-book (P/B) ratio of 12.77, both higher than industry averages.
VRT Any news? don't know what happenned. Someone just dropped a big dump on this one XDVRT Vertiv Holdings Price Target Raised to $165.00/Share From $134.00 by Melius ResearchVRT love this pump. Here we go...VRT keep on flying. Might reach 140 before a meaningful pullbackVRT Deutsche Bank Raises Price Target on Vertiv Holdings to $145 From $119, Keeps Buy RatingVRT Q1 GDP revision from -0.2 to -0.5 not good. Consumer spending was down in the first three months of this year.VRT crew is still quiet, but this one is a sneaky AI play. Hold and watch it grow. Trust me