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henri conradie du toit's avatar

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.

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Best Anchor Stocks's avatar

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!

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henri conradie du toit's avatar

You are 100% correct Leandro was just wondering whether you maybe have looked at it

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Michael Hostetler's avatar

Excellent article. Great overview of data center construction directly applicable to stock selection. Thanks!

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Stockscurrent's avatar

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

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Best Anchor Stocks's avatar

Thanks for sharing this!

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Nimesh Shah's avatar

Awesome write up!

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Best Anchor Stocks's avatar

Thank you very much!

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