Shay BcIcor
101 posts
$VRT deployed the power, liquid cooling and rack infrastructure supporting the Naval Postgraduate School’s $NVDA DGX GB300 system.
The deployment reinforces Vertiv’s role in GB300 reference designs where rack densities up to 142kW make advanced cooling essential.
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@StockSavvyShay My Investment Portfolio
x.com/i/grok/share/e…
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Jim Cramer says he is steering clear of $IONQ as rising rates pressure high-growth stocks.
“When rates go up, these stocks are very tough to own” adding that rates are “not going in the right direction.”
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$GOOGL Cloud backlog surpasses half a trillion dollars at $514B.
Management also said existing customers are consuming more than 50% above their original commitments while new customer acquisition has more than doubled YoY.
That demand is already translating into insane fundamentals with Cloud growing 82% while operating margins approach 36%.
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@StockSavvyShay @fiscal_ai My internal plan is as follows
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$GOOGL Q2 EARNINGS
• Revenue $119.8B vs Est. $116.9B
• EPS $9.11 vs. Est. $2.89
• Operating Income $40.8B vs Est. $40.4B
• Cloud Revenue $24.8B vs Est. $22.4B
• CapEx $44.9B vs Est. $44.2B
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