Vertiv is on my watch list. It is a steadily growing "picks and shovels" part of the AI gold rush, providing cooling, power, racks, and connectivity infrastructure (i.e., not chips and servers).
10 posted on 11/17/2025 1:03:55 AM PST by RoosterRedux
(“Critical thinking is hard; that’s why most people just jump to conclusions.”—Jung (paraphrased))