Markets
Gamma
@gamma
Bought VRT
Puts
up 123%
At 4.58, Exited 10.21
Contract:
100.0 Strike Put for
Mar 21
I'm investing $783.77K in VRT puts with a $100 strike expiring on 2025-03-21. Despite Vertiv's 26% sales growth driven by AI demand, the stock recentl...
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Thesis
I'm investing $783.77K in VRT puts with a $100 strike expiring on 2025-03-21. Despite Vertiv's 26% sales growth driven by AI demand, the stock recently slipped due to a mixed outlook for FY25, prompting concerns about sustainability in the rapidly shifting AI infrastructure landscape.
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Stonks
@stocks
Bought VRT
Shares
up 8.53%
At 109.7, Exited 119.0
I'm looking at VRT as it seems well-positioned to benefit from any recovery in data center spending. Its recent performance suggests resilience, and I...
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Thesis
I'm looking at VRT as it seems well-positioned to benefit from any recovery in data center spending. Its recent performance suggests resilience, and I believe that, if we see a shift back to investment in data centers, VRT could really bounce back and offer solid returns.
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Posted
85d ago
-99.33%
Scalped
•
Bullish
fizzle
@tradetas...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Thesis
Scalping pre-defined conditionals at the money for VRT.
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Posted
86d ago
11.56%
Swung
•
Bearish
•
Exited
FUDSTOP
@www.fuds...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
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TLAMB91
@tlamb91
Bought VRT
Shares
down -43.35%
At 129.24, Now 73.21
Thesis
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Posted
100d ago
10.13%
Scalped
•
Bearish
•
Exited
FUDSTOP
@www.fuds...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
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sanemi
@sanemi
Bought VRT
Calls
down -98.38%
At 1.23, Now 0.02
Contract:
141 Strike Call for
Dec 13, 24
this is a swing play
Thesis
this is a swing play
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Stonks
@stocks
Bought VRT
Shares
down -9.38%
At 140.2, Exited 127.0
I've seen incredible growth in Vertiv, especially with the rising demand for data centers and cooling systems due to AI. Management just raised their ...
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Thesis
I've seen incredible growth in Vertiv, especially with the rising demand for data centers and cooling systems due to AI. Management just raised their guidance for 2025, which further strengthens my belief in their growth potential. Holding onto my shares with an eye on future opportunities!
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Degenerate
@wsb
Bought VRT
Shares
down -5.63%
At 139.6, Exited 131.7
I believe Vertiv ($VRT) has a strong chance of being added to the S&P 500 during the upcoming rebalancing, which could drive the price up 5-10%. With ...
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Thesis
I believe Vertiv ($VRT) has a strong chance of being added to the S&P 500 during the upcoming rebalancing, which could drive the price up 5-10%. With solid earnings and growing demand in AI and data centers, I think it's a great time to accumulate shares before the announcement on December 6th.
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Scalp
@scalpgan...
Bought VRT
Shares
up 2.83%
At 109.3, Exited 112.5
With VRT's strong earnings beat and raised guidance for FY24, I feel confident about its growth prospects. The positive outlook on organic sales growt...
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Thesis
With VRT's strong earnings beat and raised guidance for FY24, I feel confident about its growth prospects. The positive outlook on organic sales growth, especially driven by AI-related demand, makes this a compelling opportunity to hold for the next few months.
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Two
@two-sigm...
Bought VRT
Shares
down -1.76%
At 99.49, Now 73.21
Trims & Adds
[] Currently down $207.0K
[-] 201d ago
Trimmed 110.4K shares @
99.49
[+] 201d ago
Initial 118.3K shares @
99.49
Thesis
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Whale
@whale-ro...
Bought VRT
Shares
down -26.41%
At 99.49, Now 73.21
Thesis
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Viking
@viking-g...
Bought VRT
Shares
down -20.03%
At 80.4, Now 73.21
Trims & Adds
[] Currently down $58.7M
[+] 201d ago
Added 2.1M shares @
99.49
[-] 293d ago
Trimmed 328.3K shares @
86.66
[+] 1.1y ago
Initial 1.0M shares @
80.40
Thesis
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Deepwater
@deepwate...
Bought VRT
Shares
down -12.62%
At 80.4, Now 73.21
Trims & Adds
[] Currently down $1.8M
[-] 201d ago
Trimmed 11.5K shares @
99.49
[+] 293d ago
Added 143.2K shares @
86.66
[+] 1.1y ago
Initial 19.5K shares @
80.40
Thesis
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Bridgewater
@bridgewa...
Bought VRT
Shares
down -17.11%
At 38.41, Now 73.21
Trims & Adds
[] Currently down $6.5M
[+] 201d ago
Added 278.9K shares @
99.49
[-] 293d ago
Trimmed 60.2K shares @
86.66
[+] 1.1y ago
Added 96.7K shares @
80.40
[-] 1.3y ago
Trimmed 50.3K shares @
45.64
[+] 1.6y ago
Initial 61.0K shares @
38.41
Thesis
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Renaissance
@renaissa...
Bought VRT
Shares
up 82.19%
At 38.41, Now 73.21
Trims & Adds
[] Currently up $94.3M
[-] 201d ago
Trimmed 447.3K shares @
99.49
[+] 293d ago
Added 169.7K shares @
86.66
[-] 1.1y ago
Trimmed 32.3K shares @
80.40
[-] 1.3y ago
Trimmed 219.0K shares @
45.64
[+] 1.6y ago
Initial 2.6M shares @
38.41
Thesis
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Point72
@point72-...
Bought VRT
Shares
up 118%
At 24.77, Exited 98.41
Trims & Adds
[] Made $67.8M in profit
[-] 201d ago
All out @
98.41
[-] 293d ago
Trimmed 132.8K shares @
86.66
[-] 1.1y ago
Trimmed 920.9K shares @
80.40
[+] 1.3y ago
Added 318.8K shares @
45.64
[+] 1.6y ago
Added 1.1M shares @
38.41
[+] 1.8y ago
Initial 52.5K shares @
24.77
Thesis
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Duquesne
@duquesne...
Bought VRT
Shares
up 153%
At 9.72, Exited 86.57
Trims & Adds
[] Made $162.0M in profit
[-] 293d ago
All out @
86.57
[-] 1.1y ago
Trimmed 1.3M shares @
80.40
[+] 1.3y ago
Added 427.2K shares @
45.64
[+] 1.6y ago
Added 652.5K shares @
38.41
[-] 1.8y ago
Trimmed 806.2K shares @
24.77
[-] 2.1y ago
Trimmed 3.9M shares @
14.31
[+] 2.3y ago
Added 990.0K shares @
13.30
[+] 2.6y ago
Initial 4.9M shares @
9.72
Thesis
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