2Mes·

And with that, the IBKR chapter is over for me…

I only had one share there, and for everything else, it’s not worth it for me from a tax perspective 😇

Hmm, half of this post got cut off 🙃 So it’s more of a niche stock that I can’t hold on TR. Maybe there’s still room for growth—but I’m pretty happy with the return

14.08

nVent Electric

Venduto x30 a 172,05 USD

5161,50 USD

229,85%

1 Commento

Fallon@Carrington

2Mes

For those interested, here’s what the AI has to say about the company:

1. Key player in the AI boom (liquid cooling)
Modern AI servers (e.g., from NVIDIA) generate extremely high amounts of heat that can hardly be managed with conventional air cooling. nVent specializes in liquid cooling for data centers. This sector is experiencing above-average growth due to the massive expansion of hyperscalers and AI infrastructure.

2. Megatrend: Electrification & Grid Modernization
In addition to data centers, the company is benefiting globally from the modernization of power grids, the integration of renewable energy, and the protection of critical industrial infrastructure.

3. Strong Order and Revenue Momentum
Thanks to long-term contracts with operators of large data centers, nVent has a substantial order backlog, which provides good visibility into future revenue and profit growth.

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