$VST (-3,49 %) 10x at 126.81

$VRT (+11,74 %) 10x at 178.36

and see below

Let’s see how it goes. All three are new positions. Maybe the price will correct a bit further, in which case we’ll add to the position at a lower price; maybe it will rebound, in which case we’ll gradually buy more.

$VRT (+11,74 %)

My dear friends, I remain invested in Vertiv.

Vertiv announced on September 24, 2026 announced the acquisition of King Environmental Services Ltd. . The company specializes in fluid management, commissioning, and thermal and electrical load testing for high-density, liquid-cooled data centers. With this acquisition, Vertiv aims to expand its service capabilities for AI and high-density data centers in Europe, the Middle East, and Africa .

ttps://www.vertiv.com/en-us/about/news-and-events/corporate-news/2026/vertiv-announces-agreement-to-acquire-king-environmental-services-ltd.-expanding-global-fluid-management-services/?utm_source=chatgpt.com

With this move, Vertiv is not only expanding its hardware business but also its recurring service and integration offerings related to liquid cooling. This strengthens its position in the AI infrastructure market but also entails integration and execution risks in the short term. The press release did not disclose the purchase price or provide a specific upward revision to the forecast.

The acquisition of King Environmental Services aligns directly with the structural trend toward higher computing densities and liquid cooling in AI data centers. The geographic synergy is particularly positive: Vertiv gains additional operational capabilities in Europe and can more effectively support customers throughout the entire lifecycle of their cooling infrastructure.

I’m 18, taking my high school graduation exams, have a long-term investment horizon, and am willing to take on a higher level of risk. With Claude’s help, I’ve put together a potential portfolio where I’d like to invest my money, since I’ve saved about 4,500€ through my job and other sources.

Component 1: The ETF Savings Plan as a Foundation

For some time now, I’ve been contributing €120 per month to a FTSE All World ETF and have already built up a base of €720 in it.

• Existing positions:

Microsoft (€515, +28%)

Amazon (€260, +30%) -> considering selling

Sofi Technologies (€245, -2.5%)

HubSpot (€188, -6.4%)

Lemonade (€170, -16%)

Building Block 2: The New Growth Portfolio (€4,500)

For my growth portfolio, I’m deliberately **not** investing €4,500 in other well-known mega-caps that haven’t yet been fully priced in by everyone:

$MPWR (-1,63 %)

$PODD (-0,85 %)

$HUBS (-7,76 %)

$AVAV (-1,98 %)

$VRT (+11,74 %)

$SOFI (+2,54 %)

$LMND (-1,43 %)

I’m always open to suggestions for improvement and feedback😄

The ETF savings plan remains the actual foundation of my wealth-building strategy—everything else is a deliberately riskier supplement on top of that, not the other way around.

Hello, everyone,

Every now and then, I send my portfolio in for a checkup.

I wanted to share today’s review with you.

I’m mainly focusing on the core—that is, the larger positions.

Of course, my main concern here is quality and growth are important to me.

The Traderfox Stock Terminal with its scoring system works well for this “TÜV” check. (no advertising)

If the valuation is too high, as a long-term investor I certainly won’t hit the sell button right away.

Feel free to let me know in the comments:

Whether you’re interested in this review at all and what you think of it.

How do you check your portfolio?

Which company do you like, or what would you like to learn more about?

Micron $MU (+3,34 %)

GFT Technologies $GFT (+0,26 %)

Nvidia $NVDA (-1,96 %)

Corcept $CORT (-1,65 %)

Vertiv $VRT (+11,74 %)

Alphabet $GOOGL (-10,18 %)

I can understand very well that this isn’t for everyone, because heaven and hell are often very close together.

Example: As I posted here, I entered a leveraged derivative yesterday at noon at $VRT (+11,74 %) at €1.60, as I posted here.

The stop-loss at €1.00 was triggered (about -40%), and the sell-off continued. Then, shortly before the market closed, I re-entered the same security at €0.59. The current price is €1.37, which is a gain of over 120% and more than makes up for the losses from the first trade.

Of course, this doesn’t always work out this way, and it was highly risky. So it’s better not to try this yourself—especially if you’re new to derivatives.

I just bought some shares in the U.S. right before the market opened, and the sell-off prices were at $LMND (-1,43 %) and $VRT (+11,74 %) to add to my position. At $VRT (+11,74 %) it’s already paid off so far, up 5% in an hour.

Here's the hot stuff from Vertiv Holdings $VRT (+11,74 %) Q2 2026 Earnings Release, hot off the press.

🚀 Top-Line Performance & Hyper-Growth

Vertiv $VRT (+11,74 %) surpassed the $3.27 billion . This represents extremely strong growth of +24.0% year-over-year (or +18.0% organic growth). The company has thus clearly outperformed Wall Street’s expectations, which stood at around 3.18 billion USD. Fueling this acceleration is the unrelenting global demand for AI cooling and high-performance power supply systems.

🔮 Balance Sheet Sensation & Cash Explosion

The fact that the engine is not only running but scaling extremely profitably is demonstrated by the operating cash metrics and the strength of the balance sheet:

The free cash flow (FCF) exploded in Q2 to $925 million —a breathtaking increase of +234% compared to the same quarter last year.

Financials at record levels: Vertiv officially reached the milestone of a net cash position (cash now exceeds financial liabilities). This effectively eliminates interest rate risk.

❄️ AI Infrastructure & Liquid Cooling

While traditional hardware manufacturers struggle with cyclical demand, Vertiv is fully benefiting from the construction of the next generation of data centers:

Liquid Cooling Dominance: Demand for liquid cooling and specialized thermal management systems for high-density chips (such as the latest NVIDIA architectures) is at an all-time high.

Pricing Power: The adjusted EBIT margin climbed by +410 basis points to a rock-solid 22.6%, underscoring the enormous pricing power in critical AI infrastructure.

Adjusted earnings per share (Adj. EPS) soared by +60% to $1.52 (analyst estimate: $1.38).

📈 Full-Year Outlook Raised

Based on excellent operational performance in the first half of the year, management is once again raising its forecast for FY2026:

Revenue guidance: Raised to $13.80 to $14.20 billion (previously $13.75B).

EPS guidance: Raised to $6.65 to $6.75 per share (on average, a massive increase of nearly +60% compared to FY2025).

⚡ 💡 Jack’s take

No sign of AI fatigue in the infrastructure sector. Vertiv proves that power and cooling remain the ultimate bottleneck for AI data centers. Whoever supplies the hardware—without which no supercomputer can run—has enormous pricing power. An operating cash jump of over 200%, paired with a spotless net cash balance sheet, is absolutely top-notch.

The AI boom is usually discussed in terms of chips and software, but the market that’s actually larger lies beneath: data centers, power grids, and cooling systems. According to Gartner, AI infrastructure is expected to grow to over 1.4 trillion U.S. dollars by 2026, accounting for a good 45% of all AI spending. McKinsey even estimates that up to 7 trillion U.S. dollars in investment will be needed by 2030.

And it’s not just the big-name tech companies that are benefiting from this.$ANET (-1,73 %) And $CSCO (-1,36 %) supply the high-performance networks, $VRT (+11,74 %) and the cooling technology for data centers. What’s particularly exciting is that “traditional industry” is also playing a major role.

$ABBN (+2,15 %) and $SIE (+0,71 %) are seeing double-digit growth in the data center business; $SiemensEnergy provides the power connection, and $HOT (-2,37 %) has more than doubled its data center orders within twelve months—result: promotion to the DAX.

Anyone looking for the AI story only among chip manufacturers is overlooking the more exciting part of the physical infrastructure behind it.

👉 The full analysis with all the numbers and charts is available in verlinkten Artikel.

#KI
#Rechenzentren
#Infrastruktur
#Marktausblick

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