Vertiv Holdings Co (VRT)
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Vertiv Holdings: The Unsung Infrastructure Giant Cooling The Massive AI Data Center
AI data centers need power and cooling before they need another software demo.
OpenVertiv: the data-center power boom still has to prove cycle discipline
Vertiv reported 2025 revenue of $10.2 billion and Q1 2026 revenue of $2.6 billion. The thesis depends on data-center demand, backlog conversion, margin durability, supply-chain execution, capital discipline and whether AI infrastructure demand stays profitable
OpenMicron's HBM cycle: can AI memory change the boom-bust math?
A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenMicron: AI memory scarcity is rewriting the cycle
A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
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