Vertiv Holdings: Paying The Premium Still Makes Sense

Core Insights - Vertiv Holdings (VRT) reported a solid quarter with double-digit growth in its topline, driven by continued expansion in AI infrastructure [1] Company Performance - The company is recognized as a mission-critical player in the expansion of AI infrastructure [1] - The growth in revenue is attributed to strong performance across various sectors [1] Industry Context - The technology and industrial sectors are highlighted as areas of interest for investment, particularly companies with strong foundations [1]