Great article - have you looked into Vertiv Holdings also in this space. Dave Cote had a amazing track record as CEO of Honeywell and has been the chairman of the board at Vertiv since it went public.
Hi Leandro great article, Vertiv is providing lot more services in digital infrastructure but I wanted you to look at that company please.
The reason I am saying is because this is the post Michael Dell shared on X look at the bottom of the image. Vertiv cooling. I highlighted and attached the image here. I hope that will convince you to consider to spend some time on the company.
Great article - have you looked into Vertiv Holdings also in this space. Dave Cote had a amazing track record as CEO of Honeywell and has been the chairman of the board at Vertiv since it went public.
I know it's one of the largest data center infra providers, but I do believe they provide much more than cooling. Might be wrong!
You are 100% correct Leandro was just wondering whether you maybe have looked at it
Excellent article. Great overview of data center construction directly applicable to stock selection. Thanks!
Hi Leandro great article, Vertiv is providing lot more services in digital infrastructure but I wanted you to look at that company please.
The reason I am saying is because this is the post Michael Dell shared on X look at the bottom of the image. Vertiv cooling. I highlighted and attached the image here. I hope that will convince you to consider to spend some time on the company.
https://x.com/michaeldell/status/1940829201055330489?s=46&t=v7sKwI0V5mE9O0kyDnmxDw
Thanks for sharing this!
Awesome write up!
Thank you very much!