In the grand theater of finance, where fortunes rise and fall with the whims of the market, JPMorgan Chase has cast its discerning eye upon two humble players in the data center drama. Ah, the data center-that modern cathedral of the digital age, where the souls of our ones and zeros are housed. And lo, the bank declares these companies undervalued, as if they were forgotten masterpieces in a dusty attic, awaiting rediscovery.
In a recent soliloquy on CNBC, the wise analyst Steve Tusa proclaimed his bullish fervor for industrials, lifted aloft by the torrents of hyperscaler capital expenditures. “Behold,” he cried, “the data center trade is our grandest play!” And upon this stage, he introduces Vertiv (VRT), a digital infrastructure solutions firm, as his chosen protagonist. “Vertiv,” he intoned, “hath fallen into bear market territory, a dip most significant, a value proposition transformed by the fickle winds of speculation.” 🌪️
“News, you say? Nay, ’tis but the murmurings of the crowd, the whispers of doubt. Yet, I stand firm, for growth is the true north of this tale.” And so, Vertiv, once soaring at $202.45 in late October, plummeted to $147 by December 17th, a fall of nearly 30%. Yet, as of Wednesday’s close, it stands at $166.87, a modest recovery, yet far from its former glory.
But hark! Who doth we see in the shadows, clutching $37.77 million worth of VRT? None other than the billionaire sage Ray Dalio, whose Bridgewater hath increased its holdings by a staggering 240% in Q3 of 2025. A man of such wealth and wisdom cannot be dismissed lightly. 🧙♂️
And let us not forget Johnson Controls (JCI), a firm that aspires to create smart, healthy, and sustainable buildings. “Ah, Johnson Controls,” Tusa mused, “thou art the other star in this constellation, with thy data center exposure and thy tale of operating improvement. Thy earnings may grow by 15% to 20% in the coming years, and thy stock is priced most reasonably.” As of Wednesday’s close, JCI stands at $121.39, a modest yet respectable figure.
In this grand drama of the markets, where bulls charge and bears lurk, JPMorgan Chase hath spoken. Will Vertiv and Johnson Controls rise to their rightful place, or shall they be lost in the annals of financial history? Only time, that relentless arbiter, shall tell. 🕰️
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2025-12-27 18:42