🤑 Bulls, Bears, and Billionaires: JPMorgan’s Wild Data Center Ride 🤑

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.” 🌪️





