This is the ultimate "Sell the Pans during a Gold Rush" strategy. $GE Vernova Inc.(GEV)$ owns a huge moat across heavy gas turbines and grid modernisation hardware.
Meanwhile $Vertiv Holdings LLC(VRT)$ & $Eaton Corp PLC(ETN)$ are growing at a fantastic pace because liquid cooling infrastructure and advanced power distribution units or PDUs are non negotiable requirements for heavy $NVIDIA(NVDA)$ Blackwell data center deployments.
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Great article, would you like to share it?