---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39315765.md"
description: "The GTC conference gave a huge boost to liquid cooling. Unfortunately, I've never dared to go into this sector with a large position, mainly because I can't figure out the numbers and don't know how to value it. Can only congratulate the brave ones who have held until now 👍"
datetime: "2026-03-17T15:07:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39315765.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39315765.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39315765.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# The GTC conference gave a huge boost to liquid coo…


### Related Stocks

- [002837.CN](https://longbridge.com/en/quote/002837.CN.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [02837.HK](https://longbridge.com/en/quote/02837.HK.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)

## Comments (15)

- **大盗贼霍臻普洛兹 · 2026-04-21T07:01:50.000Z**: Fortunately I didn't buy Envicool, this financial statement is absolutely amazing👍
- **DearHilda · 2026-03-17T16:59:12.000Z**: Caught a real expert alive hhh
- **人送外号川渝美食家 · 2026-03-17T16:39:32.000Z**: I mentioned to my husband that liquid cooling might outperform optical modules this year.
  - **京城Z先生** (2026-03-18T00:59:34.000Z): I've roughly figured out its accounts, can only say I'm cautiously optimistic.
  - **人送外号川渝美食家** (2026-03-18T09:34:50.000Z): Yes, in the end, it seems like every aspect is quite good, chips, foundry, power, liquid cooling, optical modules, copper... ended up creating my own ETF 🤣
- **Freemason · 2026-03-17T16:16:35.000Z**: Humble opinion: Copper has a higher risk-reward ratio than liquid cooling.
- **纪律严格交易员KKKK · 2026-03-17T15:23:48.000Z**: Our factory produces this equipment, but it's just a small fry.😂
  - **京城Z先生** (2026-03-17T15:27:08.000Z): The demand is huge, there's definitely meat for everyone to eat. You just focus on your work. 😄
- **FSTSR · 2026-03-17T15:16:30.000Z**: Hold Envicor firmly, target 160!
  - **京城Z先生** (2026-03-17T15:17:24.000Z): How was this number calculated?
  - **FSTSR** (2026-03-17T15:21:58.000Z): It seems to be the target price given by UBS, but their valuation for the liquid cooling business is very high (60-80 times), which might be overly optimistic😂
  - **ian-914** (2026-03-17T16:02:42.000Z): I heard the gross margin of liquid cooling is not high.
- **买好股做好人不被割 · 2026-03-17T15:12:06.000Z**: Chuanrun Co., Ltd.
  - **京城Z先生** (2026-03-17T15:12:53.000Z): I only looked at VRT and Envicool before.