Vertiv: Ride the AI Cooling Cycle — Tactical Long with Room to Run
Vertiv (VRT) sits at the intersection of rising AI rack densities and an under-supplied cooling market. Strong free cash flow, a large order backlog and category leadership in liquid cooling give the stock room to re-test its 52-week highs. This trade idea outlines a mid-term long with a clear entry, stop and target and explains the drivers and ris…