Vertiv Holdings Co (VRT): A Bull Case Theory 

We came across a bullish thesis on Vertiv Holdings Co on The AI Architect’s Substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co's share was trading at $177.75 as of February 5th. VRT’s trailing and forward P/E were 68.89 and 34.48, respectively according to Yahoo Finance.

Vertiv (VRT) is emerging as a pure-play beneficiary of the AI infrastructure supercycle, providing critical “grid-to-chip” power and thermal solutions for modern data centers. The company designs, builds, and services uninterruptible power supplies, busways, racks,...