VRT

[Split Shot]

Make the power supplies, and cooling systems for AI.

Any opinions?

[vatreefarmer]

Isn't that very similar to what SMCI does? I hold a fair amount of SMCI and it is my only real loser over the past month. I get it, tech stocks can be volatile, but when NVDA is climbing, it's partner SMCI doesn't seem to always do the same

[Split Shot]

There may be some overlap of services, unsure though.
Companies and data centers implementing AI chips, (NVDA) have higher power requirements, generating lots of heat, thus needing more cooling for proper function.
They must replace or upgrade their system to accommodate these needs.