The AI investment cycle has now entered a more selective phase. Investors are no longer chasing the bigger AI names with lofty valuations, especially when earnings growth is struggling to justify these premium valuations. The focus is now shifting to high-quality infrastructure players like Vertiv Holdings (VRT), which are powering the AI revolution behind the scenes. VRT stock has returned 1,502% over the last three years and is up 52% so far this year, while the Magnificent Seven have slumped. Vertiv m ...