We came across a bullish thesis on Vertiv Holdings Co (VRT) on Twitter by Radnor Capital. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co’s share was trading at $111.84 as of Oct 11th. VRT’s trailing and forward P/E were 87.38 and 36.50 according to Yahoo Finance.
An exterior view of a busy data centre, showing the scale and workflows of the company.
Vertiv ($VRT) is a global leader in providing critical digital infrastructure solutions, specializing in...
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
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Put another way, that’s roughly equal to:
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