Keith Richards Vertiv Holdings VRT-N BUY ON WEAKNESS May 22, 2025

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

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

They just delivered a top and bottom line beat and raised their full-year guidance.

Geared specifically for data centres. Cooling for computers and for the rooms themselves. Already posted fantastic results.

Liquid cooling systems. Capitalizing on data centre buildout. Sells the picks and shovels into the long-term secular trend (he's a huge fan of this type of strategy). Inning 4-5 of the infrastructure buildout, with capex numbers moving up. 

Massive opportunity. Trades at lower multiples because margins are a bit smaller and growth is less than NVDA's. Exposure to revenue from data centre systems is higher than peers. Best pure play in manufacturing components within the data centre space.

Reported a great quarter and has rallied 20%. The data centre crazy isn't dying anytime soon.