Vertiv: Further Upside Possible, Driven By Generative AI

RonFullHD/iStock via Getty Images When you have a stock that has already rallied by over 250% this year alone as is the case with Vertiv Holdings (NYSE:VRT) and is trading at a forward price-to-sales of nearly 90% above the median for the industrial sector, you better have some strong justification for any future upside. This is precisely the aim of this thesis, and for this purpose, I consider additional sales opportunities related to the increasing proliferation of AI workloads in data centers. Data by YC ...