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![FIREDUpWealth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1129416537411137541.png) FIRED Up Wealth [@FIREDUpWealth](/creator/twitter/FIREDUpWealth) on x 34.6K followers
Created: 2025-07-14 01:49:31 UTC

Vertiv Holdings $VRT shares dropped XX% last week after reports of Amazon $AMZN launching a competing AI server cooling solution. UBS analyst Amit Mehrotra calls the selloff an overreaction, maintaining a Buy rating. He argues Amazon is likely partnering with Vertiv, not competing, as liquid cooling is key to Vertiv’s growth. UBS sees Amazon’s move as part of a shift to integrated rack solutions, positioning Vertiv as a strategic partner with strong upside potential.


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