
NVIDIA$Vertiv(VRT.US)
The board declared a quarterly dividend of $0.0625 per share, while the stock moved around $323. From a value-investing view, short-term swings are just market noise. What matters more is cash flow, capital allocation, and long-term business quality.
Vertiv’s liquid cooling and power management systems sit at the core of AI data center expansion. As compute demand grows, its role in critical infrastructure remains important.
My focus is on whether intrinsic value continues to grow, not daily price movement. Patience means watching long-term value creation, not chasing short-term signals.
@Bridge Buzz SG
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