$Vertiv(VRT.US)

I hold Vertiv not because of any one-day move, but because AI compute cannot scale without power, cooling, and data center infrastructure.

The market often focuses on chips and software, but servers still need to run in the physical world. Thermal management and power systems may not be exciting, but they are essential.

What I own here is not short-term hype. Vertiv is positioned in a part of AI infrastructure that is hard to avoid. Price action is always nice, but the real reason I hold it is that the demand behind it still looks durable.

@Bridge Buzz SG