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Jul 8 at 09:17 AM
$Vertiv(VRT.US)
Vertiv’s pullback is not surprising. Expectations around AI infrastructure stocks have been high, so any shift in market sentiment can trigger a sharper move.
Data center growth still needs power and cooling, and Vertiv remains well positioned in that cycle.
Share prices will move around, but the bigger question is whether Vertiv can keep benefiting from long-term capital spending. That is the main point I’m watching.
@Captain's Treasure
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