Bob Sacamano
Footballguy
I have a lung that says they don't make that timeline.
Lets Go!
Shares of Vertiv Holdings
VRT
+6.29%
, the maker of cooling equipment for data centers, surged in premarket trading Wednesday after the company posted strong first-quarter earnings and raised its full-year sales guidance.
Adjusted earnings of 64 cents a share topped the 61 cents a share Wall Street was looking for, according to FactSet. Sales grew 24% from the prior year to $2.04 billion, above the $1.94 billion analysts had forecasted.
Vertiv raised its 2025 net sales guidance by $250 million at the midpoint, citing robust momentum and strong AI-driven demand. The company said it now expects sales between $9.325 billion and $9.575 billion, compared with an earlier range of $9.125 billion to $9.275 billion.
“The tariff situation remains fluid, but we are proactively working to mitigate the impact with supply chain countermeasures, production flexibility and commercial actions,” Vertiv said.
On this puppy you can keep 2-3% total weighting.Shares of Vertiv Holdings
VRT
+6.29%
, the maker of cooling equipment for data centers, surged in premarket trading Wednesday after the company posted strong first-quarter earnings and raised its full-year sales guidance.
Adjusted earnings of 64 cents a share topped the 61 cents a share Wall Street was looking for, according to FactSet. Sales grew 24% from the prior year to $2.04 billion, above the $1.94 billion analysts had forecasted.
Vertiv raised its 2025 net sales guidance by $250 million at the midpoint, citing robust momentum and strong AI-driven demand. The company said it now expects sales between $9.325 billion and $9.575 billion, compared with an earlier range of $9.125 billion to $9.275 billion.
“The tariff situation remains fluid, but we are proactively working to mitigate the impact with supply chain countermeasures, production flexibility and commercial actions,” Vertiv said.
I guess AI isn't dead.
Thanks to @Todem for pointing this one out. While the initial entry point wasn't great, the premise was strong. Personally I kept pounding it into the low $60s. It's grown to 4% of my holdings which will approach 4.5% today on the bump. I'll likely trim today as I recall the suggested weighting was 1-2%.
I guess AI isn't dead.
First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
That wasn't a shot at you personally. I've been reading/watching a lot of media talking about how recent events are going to crash the AI boom. Personally I don't think the toothpaste goes back into the tube, but I could also be wrong and end up having to work another decade as a consequence.
That couldn't be farther from the truth.First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
That wasn't a shot at you personally. I've been reading/watching a lot of media talking about how recent events are going to crash the AI boom. Personally I don't think the toothpaste goes back into the tube, but I could also be wrong and end up having to work another decade as a consequence.
Oil is cyclical and highly sensitive.....I think the demand will ramp up again once we are out of the woods of this Tariff Tantrum.First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
That wasn't a shot at you personally. I've been reading/watching a lot of media talking about how recent events are going to crash the AI boom. Personally I don't think the toothpaste goes back into the tube, but I could also be wrong and end up having to work another decade as a consequence.
I work in Oil and gas on the upstream side. The below report sums our situation up quite well. We have been drilling and a pretty good pace last couple years in expectation of demand rising, now however now that increase in demand is disappearing.
The problem is these companies have invested money in developing these wells and they need the revenue, so they will continue to pump on their existing wells driving the price of oil down even further. This kills the upstream industry, companies don't want to invest when the there is more production than demand.
![]()
Oil Market Report - April 2025 – Analysis - IEA
Oil Market Report - April 2025 - Analysis and key findings. A report by the International Energy Agency.www.iea.org
Thanks for sharing.First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
That wasn't a shot at you personally. I've been reading/watching a lot of media talking about how recent events are going to crash the AI boom. Personally I don't think the toothpaste goes back into the tube, but I could also be wrong and end up having to work another decade as a consequence.
I work in Oil and gas on the upstream side. The below report sums our situation up quite well. We have been drilling and a pretty good pace last couple years in expectation of demand rising, now however now that increase in demand is disappearing.
The problem is these companies have invested money in developing these wells and they need the revenue, so they will continue to pump on their existing wells driving the price of oil down even further. This kills the upstream industry, companies don't want to invest when the there is more production than demand.
![]()
Oil Market Report - April 2025 – Analysis - IEA
Oil Market Report - April 2025 - Analysis and key findings. A report by the International Energy Agency.www.iea.org
I understand what todem is saying and do not disagree but I will say that a portion of my portfolio is in investments and a decent portion is in trading. These proportions have shifted lately due to world events and overall volatility. So while I agree with "time in the market" for my investments, I'll also say that today is "sell, sell, sell" day on the trading portions.
I'm locking in gains on trading too todayI understand what todem is saying and do not disagree but I will say that a portion of my portfolio is in investments and a decent portion is in trading. These proportions have shifted lately due to world events and overall volatility. So while I agree with "time in the market" for my investments, I'll also say that today is "sell, sell, sell" day on the trading portions.
Of course, the next worry is how he reacts to the inevitable media and investment community barrage constantly calling this a "backtrack."The backtrack on China and Jerome Powell seems to be well received by the market today
Which is why publicly everyone should call it a massive victoryOf course, the next worry is how he reacts to the inevitable media and investment community barrage constantly calling this a "backtrack."The backtrack on China and Jerome Powell seems to be well received by the market today
Thanks for sharing.
I read the report and honestly I don't put much stock into it beyond the next 3 months. I remember in 2020 when oil was free and XOM tumbled from $70 to $35. It recovered within a 2 years and 3x'd for the lows in 3 years. The reason I don't put much stock in that report is that there are so many moving parts in your industry and any little skirmish moves the market. It must be tough being in an industry that's not only cyclical, but also global. I assume being nimble is very important in being successful. I hope this is short lived and doesn't ultimately impact you.
Can you elaborate why you are so knowledgeable on AI when I don't see the obvious connections to your industry?
Trading is totally different animal......100%I understand what todem is saying and do not disagree but I will say that a portion of my portfolio is in investments and a decent portion is in trading. These proportions have shifted lately due to world events and overall volatility. So while I agree with "time in the market" for my investments, I'll also say that today is "sell, sell, sell" day on the trading portions.
First of all, sorry to hear about your personal situation. Smart move moving to cash to mitigate against future bad news. If you can expand on your situation (and care to), I would be interesed in the nuts and bolts why things are drying up in your industry.I guess AI isn't dead.
I know that is a shot at me, but that is ok. It takes time for investment to dry up it isn't overnight.
Also, I could be wrong and in a year you can gloat and i can eat crow then.
I think my outlook is more negative based on the industry i am in. I work in middle management and my manager has gone from 11 reports to 5 in last 2 months. Every week i have a different coworker let go.
In addition 4 developers/ 1 analyst. My budget runs out on some of them starting end of Q2. I will be down to 2 developers by end of year.
This is why i wanted large cash, i fear I could be laid off at any time.
That wasn't a shot at you personally. I've been reading/watching a lot of media talking about how recent events are going to crash the AI boom. Personally I don't think the toothpaste goes back into the tube, but I could also be wrong and end up having to work another decade as a consequence.
I work in Oil and gas on the upstream side. The below report sums our situation up quite well. We have been drilling and a pretty good pace last couple years in expectation of demand rising, now however now that increase in demand is disappearing.
The problem is these companies have invested money in developing these wells and they need the revenue, so they will continue to pump on their existing wells driving the price of oil down even further. This kills the upstream industry, companies don't want to invest when the there is more production than demand.
![]()
Oil Market Report - April 2025 – Analysis - IEA
Oil Market Report - April 2025 - Analysis and key findings. A report by the International Energy Agency.www.iea.org
I missed this yesterday, but Elon said he'll stay at Doge longterm for 1-2 days a week. Personally I want a CEO that isn't a part timer.
I still have all that XLU. Sitting at +40% and a 3.7% dividend. No hurry to sell that off.
I went overweight on Utilities a couple of years back when the sector hit a 5 year low (knowing what is going to power all these data centers?!),
I didn't digest it as a pullback, rather in increase.I missed this yesterday, but Elon said he'll stay at Doge longterm for 1-2 days a week. Personally I want a CEO that isn't a part timer.
I read somewhere that because he isn’t an actual government employee, he is limited to 130 days of work a year for DOGE.
So his pullback is really because he’s approaching that regulatory requirement more than anything else.
Link
He's pretty much ignored Tesla entirely since inauguration, so 1-2 days with DOGE will be a lot less than he has been spending. However, if he really said 1-2 days a year, that indicates a longer overall duration.I didn't digest it as a pullback, rather in increase.I missed this yesterday, but Elon said he'll stay at Doge longterm for 1-2 days a week. Personally I want a CEO that isn't a part timer.
I read somewhere that because he isn’t an actual government employee, he is limited to 130 days of work a year for DOGE.
So his pullback is really because he’s approaching that regulatory requirement more than anything else.
Link
It’s been overvalued for years. The Tesla cult investors just don’t like the answer.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
Absolutely. It is basically a meme stock.It’s been overvalued for years. The Tesla cult investors just don’t like the answer.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
It’s been overvalued for years. The Tesla cult investors just don’t like the answer.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
At this point, seems like a non-zero chance that the federal government decides to buy a boatload of Teslas for federal vehicles. Even with that it’s still overvalued IMO, but that connection alone could be worth billions. Musk’s companies have largely lived off of federal money to this point anyway.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
It’s been overvalued for years. The Tesla cult investors just don’t like the answer.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
At least it was growing before. Other than storage and energy credits, the business is now contracting. At 60 it would still have a forward PE of 30-35, higher than any other Mag 7 company.
At this point, seems like a non-zero chance that the federal government decides to buy a boatload of Teslas for federal vehicles. Even with that it’s still overvalued IMO, but that connection alone could be worth billions. Musk’s companies have largely lived off of federal money to this point anyway.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
It's true, though. And just so people don't think this is brought up for political reasons, analysts/investment community and others have reported on this for well over a decade. Many cited it as a reason to stay away because they doubted the company (right or wrong) could survive without them. Here's some articles written well before he became a political lightning rod so that can't get blamed as a motive for writing the articles:At this point, seems like a non-zero chance that the federal government decides to buy a boatload of Teslas for federal vehicles. Even with that it’s still overvalued IMO, but that connection alone could be worth billions. Musk’s companies have largely lived off of federal money to this point anyway.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
That's a helluva note....
It's true, though. And just so people don't think this is brought up for political reasons, analysts/investment community and others have reported on this for well over a decade. Many cited it as a reason to stay away because they doubted the company (right or wrong) could survive without them. Here's some articles written well before he became a political lightning rod so that can't get blamed as a motive for writing the articles:At this point, seems like a non-zero chance that the federal government decides to buy a boatload of Teslas for federal vehicles. Even with that it’s still overvalued IMO, but that connection alone could be worth billions. Musk’s companies have largely lived off of federal money to this point anyway.Who’s buying Tesla today, other than those covering their shorts? That was legit one of the worst earnings reports I’ve ever read from a major company and it’s not getting better any time soon. You can make a case it’s overvalued at 60, let alone 260.
That's a helluva note....
2015 article - Elon Musk’s growing empire is fueled by $4.9 billion in government subsidies
2021 - What ‘regulatory credits’ are — and why they’re so important to Tesla
Americans for Prosperity opinion piece from 2018
There's an endless stream of analyst reports you can visit if you have access from your broker (royal you, not just GM) expressing concerns about the reliance on government.
And I did! Woot!That was a nice rip to sell into this morning
And I did! Woot!That was a nice rip to sell into this morning
I was down like 10% from my peak today. Now with all sold. I'm happy.And I did! Woot!That was a nice rip to sell into this morning
I did too but not enough in retrospect lol
Hold firm. And then slowly walk backwards.So maybe rolling back tariffs on auto companies now it looks like.
Maybe the plan to save face here is to roll back tariffs on each industry one by one until eventually there are none left.
Are they grizzly bears?Hold firm. And then slowly walk backwards.So maybe rolling back tariffs on auto companies now it looks like.
Maybe the plan to save face here is to roll back tariffs on each industry one by one until eventually there are none left.
I'm the polar opposite - very proud of you.Grizzly beariffs!
Very disappointed in myself
I won't tolerate pandarersI'm the polar opposite - very proud of you.Grizzly beariffs!
Very disappointed in myself
Like a lot of other news recently, this is going to cause an increase on auto stocks when people don't really understand what exactly is happening. There's still going to be 25% tariffs on imported autos and 25% imported auto parts. So is this better than before? Yes. Is it ultimately that helpful to the auto industry? I think 25% is enough to stifle a large part of that market.So maybe rolling back tariffs on auto companies now it looks like.
Maybe the plan to save face here is to roll back tariffs on each industry one by one until eventually there are none left.