[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@xbthinking](/creator/twitter/xbthinking) "Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.๐" [X Link](https://x.com/xbthinking/status/1977734561967534443) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:53Z XXX followers, XXX engagements "Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of" [X Link](https://x.com/xbthinking/status/1976108885753868579) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, 4218 engagements "1/7 $NVIDIA just dropped a 50-page technical white paper on #800V power systems. Most investors ignored it. They saw a boring engineering document. We read every word. Its not a paper; it's a treasure map. It lays out the next multi-billion dollar infrastructure rotation in AI. Heres the alpha simplified. ๐งต๐" [X Link](https://x.com/xbthinking/status/1979206900454691114) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XXX engagements "2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical" [X Link](https://x.com/xbthinking/status/1976108889419702428) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, XXX engagements "5/7 This shift won't happen overnight. It's a multi-year roadmap creating distinct waves of opportunity. ๐น Wave X (Now-2026): The Retrofit Wave. Upgrading existing facilities. The first contracts are being signed now. ๐น Wave X (2026-2030): The Greenfield Wave. 800V becomes the mandatory standard for all new AI data centers. Hyper-growth. ๐น Wave X (2030+): The Efficiency Wave. The ultimate technology Solid-State Transformers changes the game again. Positioning depends on your timeframe" [X Link](https://x.com/xbthinking/status/1979206932612420031) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX engagements "6/7 So how do you get exposure to this theme My research points to two core strategies: X. Own The Backbone: Invest in the market leaders building the standardized power systems. ( $VRT $ETN) X. Own The Building Blocks: Invest in the producers of the essential SiC components. ( $WOLF $ON) These are the companies poised to translate this technical shift into shareholder value. (This is my research always do your own)" [X Link](https://x.com/xbthinking/status/1979206937477812593) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@xbthinking
"Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.๐"
X Link @xbthinking 2025-10-13T13:53Z XXX followers, XXX engagements
"Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, 4218 engagements
"1/7 $NVIDIA just dropped a 50-page technical white paper on #800V power systems. Most investors ignored it. They saw a boring engineering document. We read every word. Its not a paper; it's a treasure map. It lays out the next multi-billion dollar infrastructure rotation in AI. Heres the alpha simplified. ๐งต๐"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XXX engagements
"2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, XXX engagements
"5/7 This shift won't happen overnight. It's a multi-year roadmap creating distinct waves of opportunity. ๐น Wave X (Now-2026): The Retrofit Wave. Upgrading existing facilities. The first contracts are being signed now. ๐น Wave X (2026-2030): The Greenfield Wave. 800V becomes the mandatory standard for all new AI data centers. Hyper-growth. ๐น Wave X (2030+): The Efficiency Wave. The ultimate technology Solid-State Transformers changes the game again. Positioning depends on your timeframe"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XX engagements
"6/7 So how do you get exposure to this theme My research points to two core strategies: X. Own The Backbone: Invest in the market leaders building the standardized power systems. ( $VRT $ETN) X. Own The Building Blocks: Invest in the producers of the essential SiC components. ( $WOLF $ON) These are the companies poised to translate this technical shift into shareholder value. (This is my research always do your own)"
X Link @xbthinking 2025-10-17T15:24Z XXX followers, XX engagements
/creator/twitter::1516412166542434329/posts