Vertiv Holdings Stock Discussion

• Bully Bill 100 : so buy dip or what?lol

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• Bully Bill 100 : yeah right

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• Aaron Invests (AI) : Let's hope so. Fingers crossed. Today just steady pom pipi and just watch it hit uptrend without trading

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• 10baggerbamm : sit back don't trade this one everything is about data centers there's very little competition there's only a few companies doing cooling they're a market leader they beat the street don't listen to the bullshit Yahoo story that's being circulated around they beat earnings they beat revenue and they up guidance.

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• Bully Bill 100 OP 10baggerbamm : I sold at 80.51 this morning because I thought it would dip again.Do you think since it stabilized I can buy again?

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• 10baggerbamm Bully Bill 100 OP : I've been looking at 10,000 share block trades and larger on about a half dozen of the largest chip companies I don't need to say who they are it's pretty obvious and I'm not seeing down ticking when these blocks are placed for sale
  so that people this morning that were short I think most have covered they made a lot the individuals that dumped weeks ago I think are buying back institutions that sold weeks ago I think they're buying back and I think then after they build their positions back up that they blew out of I think they're probably going to initiate coverage on many of these companies. so the large blocks that are placed for sale are being bought relatively quickly I think we could have after a day like today we can have a down. morning tomorrow on the open or Friday afternoon going into the close it certainly possible one or 2% could come off
  the two x factors now is you have the Biden cabinet that's going to be mandating in the very near future the limitations on sales of Chip and related technology to China I heard that on the news earlier this morning and they're ready to formalize their laws and have them sign it any day so today it did not even cause a down tick when they made this announcement but I think that could be a catalyst on the US largest chip companies that export to China

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• InfiltradeR : We're on a upwards trajectory from here. Do pay attention to Energy sector too. Take a look at this YouTube video by CNBC. A.I data center energy crisis.
  https://youtu.be/MJQIQJYxey4?si=h0LZ71qjrxy_oWsp

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• 10baggerbamm : Nvidia is already working on the next generation above Reuben so most of these articles that are written assume Nvidia will be static that there's no evolution and they assume that Amazon's chip or any other company that's working on it is going to have a serious dent in their revenue stream. the reality is maybe in a year and a half to two years they're marginal rate of revenue acceleration may show some type of decline but it will still be growing and extremely rapid rate. the evolution of artificial intelligence most will agree and I've said it it's 9:00 and the party goes to 4:00 a.m. and others have said we're in the first inning that this is 1995 not 1999. and once you get outside of Microsoft spending and Amazon and meta you have every other company in the world you have every other country in the world that's going to be spending countless amounts of money that's going to drive continued growth for NVIDIA for years and years to come. and if one thinks about it Apple was only growing at 2% and they set an all-time high this year and what was Apple doing 10 years ago 15 years ago their revenue growth slowed and yet their stock at an all-time high. Nvidia is not Cisco not from evaluation standpoint not from an industry standpoint not from a competition standpoint

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• Aaron Invests (AI) : Uncertainty in politics and fed

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• Timtan85 : Earnings out good guidance good then dip. Let the institutions buy

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• 10baggerbamm : you can chalk it up to what's called a tech wreck. the company beat top line revenue earnings guided higher and the stock was trading $95 pre-market and then the rug pull started with all of texts you had Biden come out and make his asinine statement about limiting technology sales across the board to China and then two days later you at Taiwan semi come out with earnings and they beat the street as well but Trump came out and made a statement that if Taiwan wants protection they're going to have to pay and that started this cascading effect straight down and it hasn't stopped. so now you have hedge funds that are short in the shit out of every tech stock every basket of tech stocks and retail is selling, combine that with the fact that they believe that small caps represent value because 70% of the Russell is losing money and their revenues are down for the past 4 years and then the other 20% of the Russell are regional banks that hold commercial loans that haven't been marked to Market in 4 years and most are sitting at 30 40 50% vacant which means the value of these properties are down 60 70 80%, it doesn't matter at this point because the market's not rational they're just going to destroy technology stocks until they find the bottom and I have no idea where the fuck that is but I'm getting killed

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• Bully Bill 100 OP 10baggerbamm : me too that's why I was asking

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• Bully Bill 100 OP : looks like in post market it may be going back up unless it's a trap

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• Aaron Invests (AI) OP : Apologies for the early post. It was unedited and it was sent out by accident. This is the final update about my take in the market. Let me know which company you would like me to review next? Would love to read and study your findings.

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• rawrrrbucks : Thanks for an informative post. NASDAQ was the leader in this bearish condition. So arguably it should be the first to lead us out. Spx has to get above 5488 since we rejected hard today. Yet earlier in the week we haven’t really retraced to oversold. Wait and see. Prepared to go either way with some options :-)

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• Aaron Invests (AI) OP rawrrrbucks : It could go either way. I am convicted with both $Celsius Holdings (CELH.US)$ and $Vertiv Holdings (VRT.US)$. Fingers crossed for a reversal. We still need retailers to have confident in the market. Else the market may suffer if it is only institution at play. It is a necessary evil to have both institution and retailer to bring the balance in the market.

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• rawrrrbucks 福贵吉祥 知足常乐 : I wouldn’t be surprised if they cut rates once this year. But I don’t think the market will like that

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• Laine Ford : no more

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