NVDA - Vertiv: Riding The Nvidia AI Growth Wave And Outperforming

2024-05-28 11:50:22 ET

Summary

• Vertiv Holdings' stock has outperformed with an incredible 1Y total return of more than 550%.
• Vertiv has benefited from the surge in AI data center buildout and the potential increase in liquid cooling demand.
• Vertiv's ability to scale rapidly is expected to help it maintain market leadership.
• VRT isn't cheap when assessing its forward earnings multiples. However, its growth potential could justify VRT's current optimism.
• I argue why there's still gas in the tank for investors who missed VRT's surge.

Vertiv Stock's Incredible Outperformance

Vertiv Holdings ( VRT ) is a leading provider of data center infrastructure solutions. VRT stock stunned even the most bullish AI investors with a 1Y total return exceeding 550%. As a result, it has outperformed even the King of AI, Nvidia ( NVDA ), as astute AI investors capitalized on its market leadership in " critical infrastructure technologies and rapidly deployable customized solutions."...

For further details see: