The Guts of The System

Hi Alpha VIPS!

Welcome to the VIP edition newsletter from ALPHA, our Stock Deep Dive! 

In this edition, you’ll read an in-depth analysis of an excellent stock we’ve been watching: 👇

Stock Deep Dive: Vertiv (VRTV-US, $27.7B MCAP)

There’s no “I” in team, but there are two in Nvidia.

Unleashing the power of semiconductors takes a whole team. Nvidia is just the captain of this team, but you also need key role players on your way to victory.

While Nvidia has been the golden boy of the Semi rally, we’re finally starting to see some broadening out of the AI-induced frenzy.

Semiconductors do not operate in a vacuum. If you tuned in to Nvidia CEO Jensen Huang’s GTC concert keynote, you learned that many different components inside data centers closely talk to each other to drive increased performance.

Some are super-technical, high-powered chips, but you also must broaden the supply chain. Building a flow chart between GPUs and the end user looks like a convoluted, tangled web.

I’m here to untangle parts of this web for you.

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