Obviously standard disclaimer - not investment advice. I like Vertiv (VRT) due to their 16% market share in power distribution units and 24% market share in thermal equipment for data centers. Risk is that stock has already rallied, so not sure how much upside it has from current levels.
Others have told me about AVGO for custom silica, but I haven’t looked into it as closely.
Good post Rishabh, of all the AI/Infrastructure names you mention do you have a favorite?
Obviously standard disclaimer - not investment advice. I like Vertiv (VRT) due to their 16% market share in power distribution units and 24% market share in thermal equipment for data centers. Risk is that stock has already rallied, so not sure how much upside it has from current levels.
Others have told me about AVGO for custom silica, but I haven’t looked into it as closely.
Do you have any you are following?
AVGO is one I've been in.
I like ANET, although it has run a lot. Looks like VRT has too. No cheap opportunities in the space.