Reddit Posts
If I were to DCA for 2 years into two large cap value plays for long term hold, what would you recommend?
I recommend taking a look at (VRT) - Vertiv
(VRT) Vertiv Holdings - To the Moon
Top 5 companies by insider *selling* activity over the past month
VRT - strong momentum and bullish options flow. Thoughts?
VRT - To call this B!+(#, or not to call? Calls are are cheep and easy, just like your mom. I’m tempted to yolo this s#!+…
Looking at VRT and BA for some quality options and decent turn around
Looking into some sustainable growth with VRT (short-term wins on BA are nice too)
VRT - what the hell is going on here! Just when I thought I did something right…
The stock that keeps on going. $VRT is barely getting started, 2021 is their turning point to profitability.
$VRT is the best shit that nobody is talking about
Noticed unusual bearish volume on VRT even though its been on a solid upward trend?
Mentions
Am holding so many companies some new additions LIN, CI URNJ, ANET, VRT, KNSL, even NVDY is up it's nice
Yep. VRT, DELL, CLS. very nice way to diversify that. thanks
this guy gets it. Every single of the hyper scalers (largest purchasers of AI chips) increased capex and blackwells dont even come online until September of this year at the earliest!!! Remember blackwells require liquid cooling, something the IT world is scrambling to compete on. VRT SMCI DELL even CLS are all racing to win the liquid cooling race. SMCI wouldnt be raising capital to invest to heavily right now if biz was about to slow
I was following candle stick of AMD, Tesla, meta, nvida, Apple, spy, VRT, and couple other stocks - almost fucking identical during that time
Here's an alternative 1. SMCI = Actually came in flat and reguided on full year outlook. People need to understand that SMCI is a fraction of Nvidia's business. VRT is a great company and also a great partner in this exact same space so diversify that holding. Next, ASML guided the exact same way. More to come towards the back half of the year. Buy the dip. The reason for this is that their business model is completely different and cyclical to to Nvidia's. 1 is pre-sale nvidia and the other is post sale installation to nvidia. To put in in perspective, Jensen just delivered the 1st H200 to OpenAI. That took me by surprise. The 1st? I thought they had a million of those things out by now. 2. Supply chain constraints are the lifeblood of Nvidia business. This is simply supply and demand microeconomics. While it may hurt an SMCI it does nothing but drive Nvidia's prices up. Also, this has a smoothing effect that I think will play out with Nvidia just posting strong earnings because it's not even fathomable how many chips are needed and what is even actually out there. 3. Everyone that is directly relating to Nvidia is actually posting good news that nobody is paying attention to. Samsung just had record earnings from selling phones and HBM memory. TSM reported strong demand for AI chips over their other chips that have nothing to do with Nvidia. Qualcomm just posted AH good earnings. 4. Bonus. Nobody caught this zinger on the Microsoft call and this directly relates to Nvidia. The throughput you can obtain from Microsoft is being crushed downwards because they don't have "enough" capacity. They posted a +7% AI spend for their Azure revenues. An analyst asked Microsoft why wasn't it higher (effectively) and the response was because they just don't have the capacity to meet the demand. I can verify 1st hand this is true. They even went further to say that for Copilot they have dedicated capacity so that the demand doesn't affect Copilot usage. 5. I think Apple is a sleeper here. What better time, unless they drop after earnings, to buy Apple. If there is a time to get in it's now. The Rabbit and Pin are stupid and people will do all of those things on the IPhone and Galaxy phones. No need for another device. It's coming. QCOM Just reported strong growth on strong demand for the newest and latest AI phones. How will that AI work? From GPT on the Iphone. Your calls may be fucked
Uh, based off earnings whisper on Apple and what we've been hearing during calls involving AI, you very much have it backwards here. If right, it has Apple missing on EPS. I've said it already multiple times and will again, it's just so freaking dumb that SMCI is dragging around multiple AI stocks. You had VRT blow out earnings and everything we're hearing on calls is still bullish NVDA. I will say though that while Apple may miss, I sort of think it won't move negatively, similar to TSLA.
SMCI taking a lot of AI related stuff for a nice round 2 lower with it off its earnings, like that Friday a couple weeks ago. Just ridiculous given what we've heard this earnings season. Still very bullish NVDA and VRT blew out earnings.
VRT that stock is on a tear right now. Up 500% on the year. Guess what they do? 😉
VRT is only good if you held for 4 years it did nothing until we started AI boom this year but you were better off just putting money into total market during those 4 years instead
Hell yeah. I bought more vertiv at the dip. Take a look at the charts it looks like it dips a week or two before earnings. I am still holding my original position but I bought some at 75 and below and sold at 94. I will keep holding VRT, but I have to remember to jump in and take profit from dips.
Also, I have a prediction formula I made that I use which on Thursday was off by a factor of close to -1 on all of the earnings except for GOOG where it was -2x and CDNS, VRT, APH, and ASX where it was spot on.
Fk TSM, I missed VRT & ALAB bc of this SHIT!
It wasn't really all pennystocks, and it took like 2 weeks, really. I just finally sold for profit. VRT, CLSK, CORZ, ALCC, AGEN, AGRI, CZOO. I wish I was awesome. I am just being a lot more cautious to stay in the green. VRT I have had since last year, so I noticed an unnatural dip quickly and bought more at $75 last week and sold today at 92. I knew the earning date was coming up, but that's no guarantee. Sometimes, there is a sell off after the earnings call. Technically, it hit over 94 on earning, but I wasn't smart enough to sell it then. With CLSK I hold low-cost shares and buy more to sell during dips. (It has yet to dip as low as I bought it) I noticed a crazy dip and bought in more at 14.67 on 4/17 and sold before it was 20 I was scared of dilution, so I sold quicker than I should have. I ended up moving my winnings to CORZ for a 6% increase and sold them this morning because of a stop loss. ALCC is a SPAC that hit 17 last week. I heard someone talk about and FOMO bought on 4/23 and sold for $60 profit cause I am chicken. Honestly, a lot of picks are from here, but the most money I made was from things I actually knew about. I will make a post if I have a theory on price movements on one of my stocks. VRT hit a low was 72.58 on 4/22, so a better trader could have made a lot more money. There will definitely be regular dips with CLSK, and VRT will see dips a few weeks before its next earnings call. You definitely want to get CLSK if it dips. That was definitely my biggest winner.
How is VRT not trending
How did you do on VRT?
Meta said yesterday it expects to spend billions more than anticipated this year and next year and probably for years to come. The places that they are spending that money are up. Some utilities (CEG, VST) up w/more data center spend = more power needs, more data center spend = VRT up 5%, more spend = more money to NVDA, AMD, etc. If Meta is any indication, mega cap tech is going to be spending a fortune for a number of years down the road. Eventually these names will see demand cool, but Zuckerberg yesterday talking about "several years" of spending - which is more than I previously imagined.
Nice VRT gains this morning
My brain tells me that VRT's great results and META spending a shit ton more on new data center hardware has to be good for SMCI and therefore I should buy more SMCI. However, I am very concerned I should not trust my brain...
IMO, 1) The market has become increasingly short-term in nature in recent years. People want what is working *right now* and the moment that someone says something like "several years" of spending, people flee - you can see the initial reaction to Meta earnings, then the stock took another leg lower once Zuckerberg started talking more about investing. People absolutely are more than willing to buy into a growth story, but they want a growth story that's working today and honestly, yesterday feels like a boost for all the spending beneficiaries more than Meta. Meta may eventually do well with AI, but NVDA, VRT and others will make money either way during what will apparently be "several years" of spending. 2) The stock was up 42% YTD. Stock was priced for great earnings and delivered an earnings beat but a surprise on spending and so-so guidance. Is a correction that surprising? The stock wasn't going to sustain this year's move for the remainder of the year.
Zuck apparently talking about multi-year investment cycle; that's more money for longer to NVDA, VRT, etc.
"Invest in the transformation of how we source and use energy at scale." https://etf.tcw.com/netz/ NETZ is an ETF focused on various aspects of that sentence. It has also been doing terrific. Also check out inside NETZ (as well as PAVE, AIRR and PRN) for stocks like VRT, VST, NVT, etc.
Welp, shouldn't have panicked about the VRT gap up. I do still believe that this is a decent readthrough to NVDA, but this is awful price action by it.
VRT fade is such a letdown
VRT's earnings for me are probably a bigger story than the pump fest Elon pulled yesterday. The readthrough says that NVDA should post great earnings again. Yet, thanks to me feeling a little negative Nancy, I didn't take full advantage. Probably deserved the hit on the CC I closed. Re opened one well out there as a bit of a hedge, and probably won't mind if it hits $120 and my shares are called.
30B market cap for VRT now. Crazy.
Had more.. at 3:55pm sold half and bought VRT calls... thank God because I got like 30% return on my V calls... And 130% on my VRT calls.
Sold tons of VRT yesterday. Why i am so stupid. Feel like stock market isn’t for me.
Yall thinkn VRT gon get bought more or sold
$VRT Vertiv Reports 60% Organic Orders Growth, 8% Net Sales Growth in First Quarter; Updates Full Year 2024 Outlook First quarter 2024 organic orders up 60% compared to first quarter 2023, book-to-bill ratio 1.5x in first quarter 2024 and record high $6.3 billion backlog at the end of first quarter 2024 First quarter 2024 net sales of $1,639 million, 8% higher than first quarter 2023 First quarter 2024 operating profit of $203 million and adjusted operating profit(1) of $249 million, up 42% from first quarter 2023 Accelerated capital deployment with $600 million in share repurchases (~9.1 million shares at $66/share weighted average price) in first quarter 2024 Raising full year 2024 guidance, expect net sales growth of 12% at the midpoint, operating profit of $1,150 to $1,200 million and adjusted operating profit of $1,325 to $1,375 million, a 28% increase at the midpoint compared to full year 2023
i only had enough settled funds for 120 shares of VRT yesterday 
The parasite stock is pumping off VRT results Also pumps off nvda, AMD, dell, whatever Parasite stock, best stock
VRT 
Why didn’t I buy those VRT 90 calls when I was thinking about it?! … was too busy playing SPY 0DTEs
Unless someone here explains what VRT is I don’t have the curiosity to bother looking and chasing those gains
Glad I’m holding VRT shares for real
Well, that move was on what SMCI didn't do (pre announce) for some reason along with options pressure. VRT's earnings is making Friday look silly since it's an AI proxy.
VRT earnings were leaked, it already rose by 5% yesterday after market close
VRT mooning on earnings. Wish I had bought more.
Were $VRT earnings good?
why is VRT rising, it hasn´t even released earnings yet
VRT earnings in the AM!
so tempted to all in VRT shares. whos with me?
In for Tesla C, VRT P, Boeing P, JPM C. We shall see if investing works
How's the casino feeling about VRT earnings this quarter? I got burned last quarter and I kinda feel like getting burnt again
got a good feel about VRT earnings 
$VRT earnings 
Yep, shares of GE have really retained their value since 2000, right? People who held on to shares GM until the government bailed them out were rewarded, right? What are you talking about? You should always move your money as the market shifts and times change. Just because things you have lost value doesn't mean all things have lost value. The only thing that indicates is that you made a mistake. I have plenty of investments that have steady growth. Last year, VRT traded at $12 and its near 80 now. And it didn't shoot up overnight. It has been a slow steady growth. I am sorry that you haven't learned more about technology and you don't really know what businesses are growing. But company's fall all the time and new one's take their place at the top. GE, GM. Sears, and US Steel couldn't stay on top. Why would you think your investments would always retain their value? Why would your picks be different? Stagflation, nope, just a bear market. And new players will emerge on top.
Good AH buying opp for VRT. I don't think this stock is going to stay under a hundred bucks much longer..
VRT down, MOD down That wasn't a good idea to buy them at the high of the weave
VRT's been pretty profitable both eps and revenue. Yet why do I have a feeling it'll fuck me regardless come wednesday?
I set up a stop loss Friday morning premarket,so I made out a with a bit of profit. The only reason I did that was because the ex dividend date was the day before, so if people were in it just for the dividends, they would sell off. I think the continued sell off is because we won't see the dividends until May. It's all good. We can get more at a lower rate. We will get .15 per share on dividend, so that should help. I plan to get back either on Friday of this week or sometime the week after. I hope it goes below 4 before I buy in again. (RBRK, SMFL, VRT earning is coming up, so money is tight) I didn't make much since I got in at 4.5ish. Maybe it will squeeze soon, but I definitely am getting in much lower than 4.5
I have Fidelity. I am sure it will be on all platforms, and we will get more info prior to 4/25. It won't be available to purchase until then. Just keep a look out for news on it as the week starts. Everyone has given me a lot to think about, but I am doing some other trades, and I am waiting for an earnings call on 4/24 for VRT to decide if I want to spend money on this stock. I may not have money to spend 
Damn it. Now I know why VRT was dropping. He freaking brought it up as a buy.
VRT puts for September locked and loaded. Sink this bitch down.
Loaded up on VRT puts! Got fucked by calls last earnings which means I’ll prob get fucked this time around too.
$VRT is the short for the day, double top on resistance and all volume is showing down mvmt. ‼️DONT MISS ‼️💰💰💰🤑🤑💲💲 https://preview.redd.it/23xytook7hvc1.jpeg?width=1284&format=pjpg&auto=webp&s=77fb13f9994b24ca47f750e979c0711717bd59b3
$VRT is the short for the afternoon , double top on resistance and all volume is pointing down. ‼️DONT MISS ‼️💰💰💰🤑🤑💲💲 https://preview.redd.it/z885p9eg7hvc1.jpeg?width=1284&format=pjpg&auto=webp&s=efa7a835c8be1a85e2b61398afa04d5b54b7ec6d
$VRT is the short for the day, double top on resistance and all volume is pointing down. ‼️DONT MISS ‼️💰💰💰🤑🤑💲💲 https://preview.redd.it/7vzheg177hvc1.jpeg?width=1284&format=pjpg&auto=webp&s=71c6c349a96c1e55d2f7b8860fd8ffa6dba30e9c
Ever hear of DKNG, VRT, SYM…? Admittedly few and far between but they are out there. And the Sam Altman angle alone makes this a much different kind of bet
Go all in on $VRT earnings calls. $100 4/26 calls
My all time fav. VRT is printing me like crazy. Slow since two months and that’s just coz the market is slow. Awesome script
Anyone saying all spacs are garbage better take a cold hard look at Vertiv (VRT) and then reevaluate.
Meaning just stop checking at all and not reacting either way whether good or bad (1-2 years)... As in exactly what, again only 5k but a quick rundown: AAPL, GOOGL, MU, DKING, DELL, INTC, VRT, ALAB, PLTR in that order of % so all tech minus DKING. Not diversified obviously but at this point not looking to expand. My main question is: amid a correction or pullback, is it ok to just hold and not sell? In fact I really want to just forget it all, not check in ever, and only sell if a confirmed recession/ world war is confirmed...sorry for the rambling, just looking for any advice from someone with experience. Thanks
Bought 120 shares of VRT at $81.37 during todays dip. Earnings are next Wednesday. $90 PT by end of week.
I was kind of hoping for a red Monday then a surge so I could get in..also goog sub 160, VRT sub 85
Someone talk me down from VRT. 90 per entire run in a year..surely the top is in right?
Just curious, are you still holding these plays after VRT got to 86 range just the past week, expecting that VRT might go even crazier for earnings; or did you shave some for profits?
VST for inexpensive exposure to AI and VRT is a utility that will power these data centers around the country.
VRT has been good to me this whole month. Weekly gains are nice. Earnings are coming up though, unsure if I'll keep options through earnings 👀🤡
aparently selling smci during open and buying VRT was not a good idea
Would you buy VRT today or wait for a pullback?
VRT follow NVDA wtf man
VRT wheres the V
VRT lets see 90 
Ummmm puts in VRT boutta print
Whoever recommended VRT like 2 or 3 years ago heavily on here…I blindly took your advice. Thank you. (Inb4 100 people say “you’re welcome)
Is VRT gonna pullback ever? Or it just gonna go up and to the right from 10 dollars to a thousand?
Whoever posted the VRT DD a couple of weeks ago thank you, am up over 50% on my 110 4/26 calls so far.
I own 90% of the open interest on VRT 125c. Shout out to the other regard holding with me, I know you’re in here
Lots of stonks are up: VRT, CRWD, SMCI, PANW, ARM, COIN But yeah, all semis really
Damn, VRT is almost +3% on a day like this..That stonk does not go down. I keep wanting to buy it, but it's been a 'buying the top" sitch for like a month now lol