| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 4 | $268.91 | $1,076 | 0.04% | $256.50 | $50 | +4.8% | — |
In short: Same JOET AI-power holding, same verdict. Named in the AI power & infrastructure ETF Santoli puts up ("it's got the Vertivs and GE Vernovas and Eatons") and in Terranova's held list — momentum broken, held only until the rules-based rebalance, exposed to any slowdown in debt-funded AI spend.
In short: Named by Weiss as one of the tape's exhibits that data-center politics is already in the price: the backlash is "one of the reasons why GE Vernova is down… why Vertiv hasn't done really much of anything. It's really hitting those stocks that power the data centers or sell into the data centers." Identification caveat: the auto-transcript renders the name "Verdict," and a third name in the same breath ("FDA I") is not recoverable at all — no ticker was created for it. Vertiv is read here on the strength of the prior session's page, where Terranova named "the Vertiv, the GE Vernova" as his two positions facing 60 days of intense data-center headlines; treat the reading as probable, not certain.
Vertiv makes the power and cooling equipment inside data centres. Weiss names it as evidence that the political backlash is already showing up in prices — it "hasn't done really much of anything" while the build-out story it depends on stays intact.
One caveat should travel with this row: the automatic transcript renders the name as "Verdict," and a third name in the same sentence is unrecoverable garble. The reading rests on the prior session's page, where Terranova named Vertiv and GE Vernova as his two positions facing a stretch of intense data-centre headlines. Treat the identification as probable rather than certain.
In short: The other half of the position Terranova flags into the data-center political cycle — "the positions that I have, the Vertiv, the GE Vernova" — held through an expected 60 days of intense headlines and slightly bearish sentiment around the industrial trade. He is not selling; he is telling viewers what to expect from the price. Link supplies the offsetting fundamental frame for the whole group: hyperscaler CapEx of $1.1 trillion this year, $1.6 trillion next, $2 trillion after, with "enormous visibility from the companies that are building out all these data centers in terms of the backlogs… that is the thing that I want to pay now for."
Vertiv makes the power and cooling systems inside data centres — the equipment that keeps racks of chips running without overheating. Terranova holds it and groups it with GE Vernova as a position facing two months of political noise.
The framing is a useful one to borrow: he is not changing the position, he is setting an expectation. Knowing in advance that you are likely to see a stretch of bad headlines and soft sentiment is what stops you selling into it and calling it a decision.
In short: The third electrification name in Brown's roll call, at roughly "100 billion" — data-centre power and thermal infrastructure, listed as one of the dozens of hundred-billion-dollar businesses whose share prices key off what the "AI Fed chair" says about the next two years of demand. Context only.
In short: Link data-center infrastructure name — better visibility, "maybe not as popular," hasn't run as far as the leaders.
In short: Power & cooling — great today on data-center demand, but "I'm very convinced these are more cyclical sellers… I don't believe they'll be great companies in 3 to 5 years."
4:16We have networking, Broadcom, Arista, Credo, a stereotype connectivity. All these companies massive winners into this selling into the AI demand. The number seventh level beneficiary here are the powering and cooling companies. Vertiv electric equipment, liquid cooling. Any company that specializes in cooling down these large data centers of course is incredibly powerful today.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.