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[@OphirGottlieb](/creator/twitter/OphirGottlieb)
"$VRT UBS: PT to $XXX From $XXX Maintains Buy Rating Oppenheimer PT to $XXX From $XXX Keeps Outperform Rating RBC PT to $XXX From $XXX Keeps Outperform Rating Morgan Stanley PT to $XXX From $XXX Keeps Overweight Rating"  
[X Link](https://x.com/OphirGottlieb/status/1981389781209935987) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-23T15:58Z 146.9K followers, 3840 engagements


"$ORCL has $11B in cash $105B in debt generates $20B in cash from operations and is now FCF negative. How is this all going to work exactly ORCL has to buy the chips take on more debt while OpenAI has $10B in revenue but will spend $60B/yr in CapEx for five years. What"  
[X Link](https://x.com/OphirGottlieb/status/1965920938266141063) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-09-10T23:30Z 146.9K followers, 428.8K engagements


"$ALAB $ARM Astera Labs Joins Arm Total Design to Accelerate Custom AI Infrastructure Solutions -- accelerate custom AI SoC development by integrating connectivity stack with Arms compute fabric"  
[X Link](https://x.com/OphirGottlieb/status/1978443788612747352) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-15T12:52Z 146.9K followers, 7718 engagements


"$VRT announced it has partnered with Nvidia over AI factories to design maturity for XXX VDC power architectures"  
[X Link](https://x.com/OphirGottlieb/status/1977803286616174887) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-13T18:27Z 146.9K followers, 6950 engagements


"$TSM Earnings comments: 1/2 Robust artificial intelligence demand to continue as it raised its 2025 revenue guidance to mid-30% growth from around XX% CEO: "AI demand actually continues to be very strong - more strong than we thought three months ago" /1"  
[X Link](https://x.com/OphirGottlieb/status/1979189427848241368) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-17T14:15Z 146.9K followers, 4576 engagements


"$VRT global orders pipeline growth in third quarter across all product technologies primarily fueled by continued expansion in AI and data center infrastructure investments. 5/"  
[X Link](https://x.com/OphirGottlieb/status/1980988399403348074) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-22T13:23Z 146.9K followers, 1354 engagements


"$VRT backlog +30% YoY and up XX% vs. end of second quarter 2025. 6/"  
[X Link](https://x.com/OphirGottlieb/status/1980988658988810530) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-22T13:24Z 146.9K followers, 3226 engagements


"$VRT + $NVDA Vertiv collaborates with NVIDIA to advance XXX VDC platform designs to power / cool gigawatt-scale AI factories Planned to release in 2H 2026 to support 2027 rollout of NVIDIA Vera Rubin Ultra Kyber platforms 7/"  
[X Link](https://x.com/OphirGottlieb/status/1980989341116797104) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-22T13:27Z 146.9K followers, 3396 engagements


"$VRT Excellent 1/"  
[X Link](https://x.com/OphirGottlieb/status/1980986877047148612) [@OphirGottlieb](/creator/x/OphirGottlieb) 2025-10-22T13:17Z 146.9K followers, 7871 engagements