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BREAKING: Iran's Ghalibaf fully rejects Pakistani Army Chief claims of a "final understanding" toward an agreement and a "60-day ceasefire extension," telling him directly "Iran will not compromise on the rights of the nation in any maximalist US agreement," with the US being "not an honest party." The entire Pakistani delegation and Army Chief have left Tehran without any agreement, as the IRGC says it is now ready for a "decisive confrontation" with the US this weekend. An informed source to Tasnim also denied today's Al Arabiya report claiming Iran proposed a 10-year enrichment suspension and wants to discuss nuclear, calling it "completely fabricated" and exposing the Pakistani-Arabic media channel as manipulation architecture once again.

$VRT is Vertiv Holdings — they make CDU. Vertiv is the single-source CDU supplier for NVIDIA GB200 NVL72 racks This is the next VRT / Vertiv. Timeline: 12-24 months [via analyst_price_target 2026-05-20]

$VRT is Vertiv Holdings — they make single-source CDU supplier for NVIDIA GB200 NVL72 racks. Vertiv is the single-source CDU supplier for NVIDIA GB200 NVL72 racks This is the next VRT / Vertiv. Timeline: 12-24 months [via analyst_price_target 2026-05-20]

$VRT is Vertiv Holdings — they make Nvidia GB200 NVL72 supply constraints persist 'for several q. Vertiv is the single-source CDU supplier for NVIDIA GB200 NVL72 racks. NVIDIA's GB200 reference design uses cold plates This is the next VRT / Vertiv. Timeline: 12-24 months [via analyst_price_target 2026-05-20]

Replying to @aleabitoreddit's post on European quantum/optical/glass chokepoints go BRRR... The AI infrastructure buildout has a structural constraint problem that most models don't account for. The supply chain for AI clusters has multiple chokepoints: - Thermal management (li

Entry $260 → Target $316 (+21%) / Stop $240 (-8%). Catalysts coming: — Q2 2026 earnings (NVL72 backlog confirmation) — Ironton Ohio expansion milestones — Any hyperscaler AI infrastructure announcement referencing thermal management = VRT confirmation HIGH conviction. The constraint is real. Source: VRT investor events calendar

$VRT — Vertiv is the single-source CDU supplier for NVIDIA GB200 NVL72 racks. Every NVL72 rack needs liquid cooling or the GPUs overheat and the rack shuts down. VRT is the only supplier qualified for this design. No second source. No substitute. Source: NVIDIA GB200 design specification, VRT earnings calls

$VRT at ~$260. FY2026 guidance: $13.25–$13.75B (+27–29% from FY2025). FCF conversion ~90% of net income. Backlog/revenue ratio: ~1.5x annual revenue. Market treating this as cyclical infrastructure. It is not. Source: VRT Q4 2025 earnings, analyst estimates

Shorts are betting VRT because: NVL72 volumes could disappoint, hyperscalers slow AI builds. But the order book says something different. $15B+ backlog. 2.9x book-to-bill. +252% YoY orders. Shorts are betting on normalization. Management is guiding for continued backlog growth. Source: VRT Q4 2025 earnings

GB200 NVL72 supply constraints persist 'for several quarters' of fiscal 2026. That's Nvidia's own CFO (Colette Kress) saying it. GB200 production is ramping — the CDU shortage is the bottleneck on the bottleneck. Ironton, Ohio expansion (+45% liquid cooling capacity) operational Q2 2027. Until then: tight. Source: CRN, Nvidia earnings

$VRT's backlog grew from $8.5B (mid-2025) to $15B+ by year-end 2025. Q4 2025 orders: +252% YoY. Book-to-bill ratio: 2.9x — meaning $2.90 of orders for every $1 of revenue recognized. The shortage is not easing. It's accelerating. Source: VRT Q4 2025 earnings, February 2026 investor deck

Entry $260 → Target $316 (+21%) / Stop $240 (-8%). Catalysts coming: — Q2 2026 earnings (NVL72 backlog confirmation) — Ironton Ohio expansion milestones — Any hyperscaler AI infrastructure announcement referencing thermal management = VRT confirmation HIGH conviction. The constraint is real. Source: VRT investor events calendar

$VRT — Vertiv is the single-source CDU supplier for NVIDIA GB200 NVL72 racks. Every NVL72 rack needs liquid cooling or the GPUs overheat and the rack shuts down. VRT is the only supplier qualified for this design. No second source. No substitute. Source: NVIDIA GB200 design specification, VRT earnings calls

$VRT at ~$260. FY2026 guidance: $13.25–$13.75B (+27–29% from FY2025). FCF conversion ~90% of net income. Backlog/revenue ratio: ~1.5x annual revenue. Market treating this as cyclical infrastructure. It is not. Source: VRT Q4 2025 earnings, analyst estimates

Shorts are betting VRT because: NVL72 volumes could disappoint, hyperscalers slow AI builds. But the order book says something different. $15B+ backlog. 2.9x book-to-bill. +252% YoY orders. Shorts are betting on normalization. Management is guiding for continued backlog growth. Source: VRT Q4 2025 earnings

GB200 NVL72 supply constraints persist 'for several quarters' of fiscal 2026. That's Nvidia's own CFO (Colette Kress) saying it. GB200 production is ramping — the CDU shortage is the bottleneck on the bottleneck. Ironton, Ohio expansion (+45% liquid cooling capacity) operational Q2 2027. Until then: tight. Source: CRN, Nvidia earnings

$VRT's backlog grew from $8.5B (mid-2025) to $15B+ by year-end 2025. Q4 2025 orders: +252% YoY. Book-to-bill ratio: 2.9x — meaning $2.90 of orders for every $1 of revenue recognized. The shortage is not easing. It's accelerating. Source: VRT Q4 2025 earnings, February 2026 investor deck

$IREN is structurally capped. Excessive ATM dilution with no floor. AAOI returned 300%+ in the same period IREN was flat to negative. The comparison isn't even close. | Just in.

SIVE catalyst watch: MSCI listing triggers estimated tens of millions in new inflows within a week or two, NASDAQ listing possible anytime, upcoming earnings with new pluggable partners.

catalyst watch: MSCI listing triggers estimated tens of millions in new inflows within a week or two, NASDAQ listing possible anytime, upcoming earnings with new pluggable partners. Also watching pending AI infrastructure deals.