Do you know that for those frantically built AI data centers, what's in the shortest supply isn't chips, it's electricity and cooling? $Vertiv(VRT.US) is exactly the company that solves this problem—providing the full suite of power supply systems, UPS, and liquid cooling equipment. NVIDIA makes the guns, and it sells the bullets.

The Q4 earnings report was a bombshell: single-quarter orders surged 252% year-over-year, the order backlog skyrocketed to $15 billion, doubling from last year, with delivery schedules stretching 12-18 months out. The CEO famously said on the earnings call: "We ain't done yet," meaning it's not over.

The full-year 2026 revenue guidance is $13.25–$13.75 billion, representing 28% organic growth, with adjusted EPS expected at $6.02, a 43% year-over-year increase.

Then, good news kept coming: On March 9, it was announced to be included in the S&P 500 index, effective March 23. The stock price jumped 9.3% that day, subsequently reaching a historical high of $276.78. Inclusion in the index means global passive funds must buy, representing real capital inflow. The next earnings date is April 29; if orders continue to exceed expectations, the target price will be revised upward again.

This is a solid core player in the AI infrastructure track.