Musk, Nadella, and Jassy all pushing India headlines within 24 hours…*very unusual*.
But can be very bullish for $Vertiv Holdings LLC(VRT)$ .
Vertiv is the “picks & shovels” guy for AI/data centers.
Already used by the big boys like $Microsoft(MSFT)$ $Amazon.com(AMZN)$.
Recent partnerships with $NVIDIA(NVDA)$ and $Caterpillar(CAT)$ , developing integrated power + cooling systems for AI infrastructure.
Multiple acquisitions in the last 2 quarters (Waylay, Great Lakes Data Racks) tell me they’re in full expansion mode.
And India? It’s becoming a core part of their global AI engine.
- opened a major manufacturing & test lab in Pune
- opened a training academy & “excellence lab” in Nov ’25
Meaning India isn’t just another market...it’s now a production & talent hub for Vertiv’s global AI pipeline.
So VRT is a major AI infrastructure player, expanding globally, acquiring aggressively, and already partnered with the biggest names?
That’ll play.
Chart’s been VERY strong, $180 looks like a great initial entry area.
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