The Next BIG Thing In AI – Data Center Cooling

Vertiv stock is trading near its all-time high. Investor optimism for data center stocks is clearly through the roof, but VRT stock isn't the only way to play the data center cooling theme. Today, we'll look at five stocks - plus a bonus stock - that give investors exposure to the high-growth segment of data center thermal management.

RESEARCH PIECES USED IN THIS VIDEO:
1. Are AI Data Stocks the Opportunity of a Lifetime?
   • Are AI Data Stocks the Opportunity of a Li...  
2. 37 Stocks Benefiting from AI Data Centers
   • 37 Stocks Benefiting from AI Data Centers  

CHAPTERS:
00:00 Intro
00:25 Vertiv stock analysis
02:03 The data center cooling bull thesis
02:47 Key players in data center cooling
04:14 Schneider Electric stock analysis
05:32 Eaton stock analysis
06:35 Munters Group stock analysis
07:04 A warning on data center stocks
08:10 nVent stock analysis
08:44 Top data center cooling stocks
10:43 Conclusion

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$NVT
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