Vertiv beat December expectations and guided March revenue 6% above the Street. Investors’ central question remains: how long can this better-than-expected growth last?
I believe it can continue for multiple years, as the inference build is just beginning and the required infrastructure appears many times larger than the current AI training buildout. $Vertiv(VRT.US) is a holding in our $Innovator Deepwater Frontier Tech ETF(LOUP.US) Frontier Tech ETF.To view LOUP’s current holdings, visitSource: Gene Munster
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