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@NotesontheNoise ""But what about the valuation" Yes $VRT trades at a premium to its historical levels and direct peers like Schneider or Eaton. This is the main bear case. A simple look at trailing P/E would make you wince. But PEG is only 1.2"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-23 09:38:21 UTC XXX followers, XX engagements

"Its about $3m for a XX GPU rack of GB200. 550k GB200s is $XX billion $NVDA is cooking. But who is cooling the racks Follow for the reveal #AI #Grok"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-22 23:43:14 UTC XXX followers, XXX engagements

"@Rocket77799 @The_AI_Investor CUDA is highly relevant for inference. Thats like saying inference doesnt require software. I too own both but weighted more to $NVDA $AMD will likely do ok but in my opinion will remain firmly second best for years to come"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-21 01:38:55 UTC XXX followers, XX engagements

"@The_AI_Investor The compute announcements are insanely bullish. About $XXX billion worth of chips for $NVDA Who is the lesser known supplier than will benefit from every rack sold Follow for the reveal"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-22 23:59:06 UTC XXX followers, XXX engagements

"This $NVDA partnership creates a powerful flywheel. When NVIDIA releases a new platform its blueprints and reference designs feature $VRT power and cooling solutions. This becomes the industry standard. This effectively pulls through massive demand for $VRT's entire portfolio"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-23 09:38:20 UTC XXX followers, XXX engagements

"@Rocket77799 @The_AI_Investor You should look into CUDA"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-21 00:43:15 UTC XXX followers, XXX engagements

"This isn't just a story; it's showing up in the numbers. $VRT is at a clear financial inflection point: ✅ Accelerating revenue growth (up XX% in Q1'25) ✅ Expanding operating margins ✅ Record backlog of $XXX billion ✅Forecast upgrades"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-23 09:38:21 UTC XXX followers, XX engagements

"No one is bullish enough on AI infrastructure stocks. $NVDA is the obvious one but there are so many more. Will be dropping some analysis on some lesser known opportunities soon follow so you dont miss them #AI"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-22 22:29:02 UTC XXX followers, XXX engagements

"This is where $VRT comes in. They provide the two things these new "AI Factories" desperately need: X High-density power management. X Advanced liquid cooling solutions. As AI compute scales demand for their critical infrastructure becomes a structural necessity"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-23 09:38:19 UTC XXX followers, XX engagements

"Their deepest competitive moat The NVIDIA Alliance. $VRT isn't just a supplier to $NVDA; they are a co-development partner. They help design the reference architecture for platforms like the GB200 superchip"
@NotesontheNoise Avatar @NotesontheNoise on X 2025-07-23 09:38:20 UTC XXX followers, XX engagements