$Vertiv Holdings (VRT.US)$ I'm very disappointed in the pin ...
$Vertiv Holdings (VRT.US)$ I'm very disappointed in the pin action this morning. we're faced with the downward tech Market had we had a beat on a few of the other stocks a little bit more between Google and Tesla we would have a rally and I think that vertiv would be at a hundred bucks. we literally went from being up $2 to down 60 cents in a minute pre-market.
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35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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smoothshoe : not what you would expect after a beat and raise. both Google and Tesla got a few PT upgrades
10baggerbamm OP smoothshoe : and the only thing I can think is you've got some short-term profit takers coming in because it was in the low 80s within a week rallied up pre-market 95 for a blink of an eye and now you have the overall negative sentiment bringing it back down I think this is going to be short-lived. I suspect that you'll see accumulation taking place probably within a half hour the market open you'll see the bottom and begin to see people accumulating this is a pure data center play as you're aware data centers generate a tremendous amount of heat this is liquid cooling it is in the early stages. for me and I know there's no direct correlation from product but it appears to be very similar to how arm holdings traded. audience for Hunter and friends and even though there's a vast difference from major shareholders and companies that wanted to acquire I think this is a very clean quarter for vertiv and I think when calmer heads prevail we're going to push back to over 100 and I would suspect that would be within the next week and a half maximum time frame
smoothshoe : agree, I bought it in 2020, so it's a long position for me anyway
MomentumPython1337 : I'm just going to add on dips the earnings is solid and i just went back to look at the slides from the april earnings they were superb as well
MomentumPython1337 : this and SMCI both are doing similar things though it seems from the slides at least and the interviews Charles (smci) has been doing, SMCI looks like it wants to really focus on direct liquid cooling for the coming years, while VRT seems more balanced across providing power to server racks alongside cooling solutions. in any case if charles is not lying the market share of liquid cooling is 1% compared to conventional air-conditioned cooling so there's a lot of room to grow into and there's space for multiple companies to take market share