Vertiv: AI Factory Construction Is Accelerating Top-Line Growth

Group 1 - Michael Del Monte is a buy-side equity analyst with over 5 years of experience in the investment management industry, previously spending over a decade in professional services across various sectors including O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - The analyst employs a macro-value-oriented approach to investment analysis, focusing on cross-industry analysis to make investment recommendations [1] Group 2 - There is a disclosure indicating a beneficial long position in the shares of DELL and HPE, either through stock ownership, options, or other derivatives [2] - The article expresses the author's own opinions and does not involve compensation from any company mentioned [2]