aismartmoney

VRTVertiv Holdings

1Bull0Bear0Mention
$223$266$309$352$39503/2704/2005/1206/0306/25
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

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  1. BullConviction: 4/10View on X →
    $NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology" Source: Commercial Times The power semi trade should be happy to hear this.