$VRT · Schwab Network · 2026-10-26

You chose Vertiv as your first choice today with the market generally rising. How do you view Vertiv? Yes, I mean, when Jensen Huang, Elon Musk, and now Anthropic are saying the same thing, Vertiv, in my opinion, is the perfect choice to take advantage of the AI power theme , because it's clear that GPUs are no longer a supply problem .

I think it's becoming increasingly known that graphics processing units are practically useless unless you can provide electricity to run them, and Vertief is the perfect name for that because it provides the power distribution and cooling systems that keep these AI data centers running.

What's interesting is that every new generation of AI devices has become a major energy problem, and now Vertiv is involved in designing Nvidia's latest and most powerful Vera Rubin systems , which are supposed to exceed 170 kilowatts, for example.

Therefore, this will generate much more heat in roughly the same physical space with each new generation, and this is the problem that Vertief has to solve.

I also believe that this current decline in the artificial intelligence sector ignores the fact that the only scarce resource in the new AI economy will remain energy, and Vertief is the biggest beneficiary of that.

this stock has been outperforming the market overall since the beginning of the year, but I was surprised that its rise was less than 25%.

Yes, we are witnessing a decline, and welcome, Shay, to the Big Three list here. You are seeing a slight decline, but this is actually a support zone for the stock. Looking back at this time last year, we were trading in a fairly stable range with the stock based on support at around $150 and down to a resistance zone around $200.

And here we began to see a gradual upward approach . There was a lot of upward momentum until we witnessed the accelerated top pattern that actually occurred. We have seen a drop below our 20- and 50- day moving averages, and we are now testing the lower support level in this descending channel.

It is hoped that buyers will actually step in at around the $190 level . If that doesn't happen , and the decline continues, start looking at the 160-165 level as a key support zone.

But if you're an optimist, there's some optimism here on the daily chart. The Relative Strength Index (RSI) is recording higher lows, even though we have clearly seen a strong downward move, and we were in an oversold zone.

Higher lows in the Relative Strength Index are usually the first sign you want to see for an actual rebound to occur in that stock. As you can see, the MACD indicator is in a bearish formation, with the 12-period EMA below 26, but it is starting to try to hold on a little.

It may take a few more trading sessions for this to show real continuity with regard to the bullish crossover of the 12 EMA above the 26 EMA. But here you become more optimistic with regard to this stock.

This is on the weekly chart. You can clearly see that we have broken the main trend line that has been in place almost since April of last year. However, there is a strong support zone located around the 170 level.

There is a volume node at that point. We know that this area represented a previous resistance as well as a previous support. If a breakout occurs, you are looking at the 200-week moving average at around $121.

Unfortunately, the Relative Strength Index is in a bearish pattern, lower highs and lower lows , and the MACD indicator is in a bearish pattern , the 12-period EMA is below the 26-period EMA, and also below the zero line here.

But I view the 170 level as a solid support zone. Hopefully, if it manages to hold, you will look at the 250 level upwards as the first major resistance area on the weekly chart.

Well, we are now trading just above the 200 level . We are at 211 cents. We are up nearly 3% in today's session for Veritiv stock.