Top AI Data Center Cooling Stock - the “Next Super Micro Computer" to Buy Now? Vertiv (VRT) Stock
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- Опубликовано: 31 май 2024
- Data center AI servers, like the powerful systems Nvidia (NVDA) is developing, are creating some new engineering problems that need to be solved. Two of them are higher power delivery, and keeping computing systems cool so they perform at optimum levels. Nvidia has called out Vertiv (VRT) by name as a key engineering and supply chain partner. The stock has soared in 2024, but is it a buy? Chip Stock Investor runs the business through its framework and explains why Vertiv is worth watching closely as the data center AI race heats up.
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Chapters:
00:00 Introduction to Semiconductor Cooling Technologies
00:22 Deep Dive into Vertiv Holdings: A Cooling Giant in the Semiconductor Space
01:20 The Evolution of Vertiv: From Emerson Electric to a Market Leader
02:50 Understanding Vertiv's Role in the Semiconductor Industry
04:25 The Engineering Challenge of Cooling in Data Centers
09:37 Exploring Vertiv's Solutions: Power and Cooling Efficiency
15:06 Financial Analysis: Vertiv's Market Position and Future Prospects
23:32 Conclusion: Valuation Concerns and Investment Considerations
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Nvidia
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Your radiator question is pretty accurate. It’s like switching from the air-cooled VWs and cars of long ago to the liquid cooled radiator systems that are common in ICE vehicles and hybrids. I was thinking the same thing!
Over 500% in 1 year is crazy but yeah it feels like a missed opportunity, for at least short term.
It was a penny stock a few months ago that was in many lists that recommended buying it. I didn't do it because I was new to investing but I had it in my favourites. Now that I am a bit more advanced at investing I am a bit sad I didn't buy it a few months ago but today I bought two stocks from them just for the sake of it. I usually only invest in top 10 companies so this one is a gamble. I don't do enough research for these complex ETFs.
Your guys' videos are so topical to what I'm researching!
I have Vertiv. Up 34%!
will set an alert and revisit this around $70-85 range.
I was happy to buy $VRT in Q4 2023 because Nvidia had classified them as a partner and somebody has to cool down these power hungry GPUs!
I stumbled into SMCI on a foolish but fruitful impulse buy right before earnings in January ….2x and sold, then recently bought on the dip at $777…..this never happens to me. Usually, I buy something and it immediately goes down.
Congrats on getting the call right though!
Just wait, it will go down! 😆. Dont get me wrong, Im bullish on SCMI, but the sucker is volatile. Don’t get shaken out! Or maybe do-who knows? But you’re in good I think.
Im dyslexic. And it shows occasionally. I’ve actually bot the wrong stock before under pressure!
@@bradsmith1165 I am probably going to sell out of it well before it reports second quarter earnings ….preferably above 1000….
Cooling chips would fall into the engineering topic of Heat Transfer.
Not to get too technical. Fluid can be air, water, other liquid. The goal is to get fluid to absorb heat from chip, transfer the fluid away from the chip, then dump the heat into the environment.
I got 15 share with a 31.26 average.... its something 😂
Been on my watchlist-thanks to your analysis, I'll sit tight for now. Thanks for all you do.
Had this on my watchlist since 3/22! It’s up 26% since then sheesh! I was waiting for a better price or pullback!
Sorry to hear you missed it! The thing just kept going up up and away!
I think it will continue to rise for as long as ai continue to balloon internationally?
It goes like that with all stocks... Never wait. History proves that good stocks always go up, and up, and AI is the future. Vertiv is a partner now of the largest company in the world, Nvidia, and Nvidia had good results and announced a stock split on June 10. So you are gonna see a higher demand, meaning and even higher stock price, meaning also more work for Vertiv, meaning, the stock is gonna blow. I would still invest in Vertiv.
In conclusion, the rate of heat transfer between materials is a complex function of the thermal properties of the materials, the nature of the contact between them, and the modes of heat transfer involved. Understanding and optimizing these factors is key to efficient thermal management in engineering applications.
Quantum Computers should change the game all together.
Alphabet model is super cooling below into negative territory. IBM & Rigevetti are using room temperature model. Alphabet claim they had achieved highest qbits. So jury is still out.
Short this stock !
could you please review POET and SealSQ (Laes), the former is on optics to replace copper wires in GPUs and the latter builds chips to quantum computer proof encryption.
i think modine of racine and many ac/hvac cooling like carrier etc are manufacturing data centers.
Dang, I needed to find out about this a year ago
We missed it too!
It was in the penny stock lists that you can Google. I was new to investing, otherwise I would have bought some penny stocks in Vertic months ago. It was on my watch list. But I bought some today! 2 stocks for a bit more than 200 dollars. This is the only complex product i invest in. As soon as there are red flags, I am selling.
Interesting perspective on a competitor of Super Micro. I've considered investing in Vertiv and will keep this one on my radar. A closer look at the Vertiv balance sheet is next.
Applied Digital is 1 of my data center plays.
Awesome video guys. Thanks for giving me the skinny on VRT!!!
What will make the stock drop? What catalyst gets it back to a value play? Maybe a drop would indicate the company isn't run efficiently or other companies are better. There does seem to be a tailwind bc of the growth of data centers. Yesterday stock was up, volume pretty strong. What is the market seeing? If you want to participate with your own money, put on a collar to play next quarter earnings. Buy the August 105 call, buy the 105 put and sell 120 call to help fund the price of the Put. If stock drops you have the protective Put in place to get your money back. If stock kindly rises. adjust short call and sell some short puts below 105. Picking stocks is near IMPOSSIBLE, most fail at it most of the time. I like the story but all stocks are bad so play it safe until you know she's the marrying kind, lol. Thx for the high quality video and info.
Great, informative video. I actually didn't do much of a deep dive on financials when I first bought a small amount of this stock (around $20 a share), I just knew they had some AI torque. I haven't added to the position, but at these prices I think I'll just let that initial investment ride. Also did NOT know spin-offs were a vehicle to dump debt - the more you know!
If you've got a great cost basis, you have the luxury of being patient! Good stuff!
One more best podcast
Thanks you!💯
Excellent analysis! I missed VRT also 😢
Yes, the cooling skemes you discussed are similar to automotive radiators which mostly use water cooling. This technology is 100 years old but always a challenge to implement due to the amount of parts involved (heat exchangers, cooling fans, piping, etc) as well as making them leakproof. Also, the cooling systems you discussed are very similar to the allin1 cooling system I have on my gaming PC which is relatively inexpensive.
AAON - my Data Center play
BROOOOOOOOOOOOOOOOOOOO!!! I just looked at this one and what a banger! Thanks for the recommendation. I LOVE these kind of building product stocks.
There is no point to look for this kind of Ai collaterals. They depend upon nvidia earnings so is better to invest directly into nvidia. After the water-water Heat Exchangers you can have different solutions depending on the environment , water sources, demand of heating
Thanks, great info.
love you guys
I Guys from France 🇫🇷
Howdy Elodie!
Great overview !
Thanks!
You rock, thank you!!!
Interesting. I have positions on $MU and $AMAT for the same reasons, without those companies, there’s no Nvidia.
I am of the opinion that it has to be a yes or very close to a yes to put your money, i.e., your time (if you live from your salary) in any asset. It is better to miss and f*ck fomo.
Thanks for sharing!
I liked your assessment on QCOM but looks like TXN raced the other way compared to your expectations??
We did TXN over 6 months ago, it's underperformed. We aren't perfect, no one is, and that's not the point. But we're happy with this particular call.
@@chipstockinvestor didn't mean to criticize but refining my own mental models based on analysis out there.. what's working in favor of TXN stock? The recovery cycle lifting TXN ?
@@titan-0016 got it, it's no problem, was just pointing out the date. We actually have a video planned on this next week. Not sure TXN is completely out of the woods yet, not the stock at least anyways.
It’s only like quadrupled
dell
Loosing even more money in 2024! LOL!😆
Who's losing money this year? Lol
Risky
Water cooling or using toxic/flammable coolants are not something you'd want in a Datacenter. This is a horrible investment and almost a scam.
💎 Cognizant Technology Solutions (CTSH) 💎
I love this company. Nice sober analysis, minus the noise. I think the entire energy efficiency & power/cooling space is going to be far more important than most realize. I'm not surprised Nvida is invested in this space, they have to be. I'm excited to see who will solve the energy problem, or perhaps we will get incremental gains all around,and that will be enough to offset some of the problems. It's an exciting time to be alive. You'll never get around EROEI.
EROEI, now that's one you hear few talk about. Nice one Shannon! You're right, it's like a forever battle trying to squeeze more energy out of less and less. For logic chips, the gold standard is the human brain. We've got a video planned!