Stockchase Insights Vertiv Holdings VRT-N BUY ON WEAKNESS Feb 12, 2025

Excellent company, however other options like NVIDIA. 5 year business case is very strong. If company is able to hold on to unique position in the market - could be a good buy. Would recommend selling on strength. Outlook for viability of technology is difficult to determine. 

A name you could look at, with the upcoming secondary and tertiary impact of explosive AI buildout of data centres.

It sold nearly 30% today on the DeepSeek news. When a stock falls this sharply, it means the sellers aren't done, and will sell more tomorrow.

He bought it back today on a dip. The quarter was excellent, growing 13-15% in various metrics. Everything is in place for growth. Quarters and reactions to them are fickle.

We don't know how much they source from China, so we don't know the impact of tariffs. They can pass on prices to customers. Growth is above the market, but sustainable.

This will probably go down 10-15% after today's tariff news. Many feel it's a broken stock, though is doing well, but that doesn't matter now becayse the market is highly emotional.

Today they reported a clean top and bottom line beat, and raised their full-year sales forecast. Shares soared 8.6% today

Bounced off support level, so that's good news. He's looking at a near-term (1-year) chart, so take that into account. Consolidating around the neckline, and then broke out. Make sure that neckline is not broken. Might retrace, but generally looks OK. Next resistance ~$140. Decent-looking picture.

Still likes it. It's tied to data centre buildout and AI. As the tech sector moves up, so will this. He sees upside.