$VRT Vertiv Holdings Tape Reports
Per Ticker.id: $VRT Vertiv Holdings Tape Reports — 21 podcast mentions across 5 podcasts (30 days), latest 2026-08-26 14:59 UTC.
Yeah, that's— that seems to be ill-advised. I would say that people should realize that Vertiv, as much as no one ever wants to hear this, but Vertiv happens to have a solution.
Jim Cramer — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26You mentioned Vertiv today.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26They have a solution to water, very good solution to water. It involves their Liebert cooling system, which is the best cooling system in the world. It's always been used to be used for biotech. But what people probably saw some worse, but people should recognize that Vertiv has a product. Now, when Vertiv has a product, they also— there's the products. Some of them use more electricity than, than less, but it's a water-cooled circular product that no one seems to be talking about because no one wants to be so granular as to suggest that anybody has a solution. But Vertiv Dogs.
Jim Cramer — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Yeah, my trust on GE Vernova and I'm like saying, okay, you know what, you can just crush them. But in the end, the orders are real and the orders can be— everyone wants to be in the GE Vernova queue. I do think that what matters is water. What matters is electricity. The Vertiv has a solution for water. Electricity is you have to write a check to everybody.
Jim Cramer — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26But I think that, you know, what really did hurt themselves, you know, you can say the data centers, but there was no united front among Meta and Amazon and Google, CoreWeave, whoever won. There was no united front. Some of these guys went in, pulled the wool over some of them. He did use a lot of water. The modern-day data center using Vertiv technology does not use—
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24It's a pleasure being a club member. I just wanted to, uh, thank you for Vertiv Holdings, and I wanted to pick up some more. What do you think, bro?
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17Um, I think that Vertiv is going to have a very, very strong year, and I'm not going to fight you on that. I think the order book is incredibly solid. Let's go to Andrew in Ohio.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17exactly. And they call— and they collect a toll. So it's very stable cash flows, very stable, and they provide good dividend yields. So we have those positions in our portfolio. So yes, when you look outside of, you know, kind of the hyperscalers, we have some other bets. You know, we own some Broadcom, we own some Vertiv Technologies, we own some Applied, very small positions. But those are players that work either in cooling or connection or something within the AI data center space. So we do have some additional plays in there, but those are trades. Those are not long-term holds. Companies like Eli Lilly or, um, AbbVie, or, you know, JP Morgan, Goldman Sachs— these are companies that we will probably never sell. Costco, Walmart— we'll never sell these companies entirely. We may reduce them in size, but these are core long-term fundamental holdings that we'll own for the next 10 years.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15