$Vertiv(VRT.US) is insane. This is a company that generates more annual revenue than $Powell Industries(POWL.US), $Fluence Energy(FLNC.US) & $Modine Manufacturing(MOD.US) combined.
Do you know why market loves it? 1/ A massive, multi billion dollar backlog.2/ The Moat. You literally cannot run AI server racks without their liquid cooling and power infra. Identify the companies that has similar moat. Like $Micron Tech(MU.US), Like $GE Vernova(GEV.US), Like the father of AI nation, $NVIDIA(NVDA.US).
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