Vertiv is a great company, supplying the power and cooling AI data centers need as rack densities climb past 100kW, with its cooling systems a major draw. Its liquid-cooling, power, heat-rejection and prefabricated modular systems bring more of the data-center stack under one roof, which could become a meaningful competitive advantage. Grid power and thermal capacity, not silicon supply, are now the limiting factor in AI. x.com  x.com 

Celestica's valuation is too high if its expected growth over the next three years does not materialize. Contract electronics manufacturers usually trade at low-teens earnings multiples in normal times and single digits in bear markets, as Jabil shows. A reply argues it trades at 36x 2026 earnings on 50% growth and would be under 25x 2027 earnings, but that rests on the growth arriving. x.com 

Jabil looks like a compelling long at $38B because markets have not priced in its 1.6T LRO pluggable transceiver business. With Sivers as the H1 2027 bottleneck, the question is how much it can make, not whether demand exists. It has massive supply chains, took over Intel's pluggable lines and looks more scalable than Applied Optoelectronics' ATM-funded laser fabs. Recognition likely comes in H1 2027; a ~40% rerating seems plausible, though at its size tripling is less likely. x.com  x.com 

Vertiv is investable only on pullbacks because its valuation is borderline rich. Fundamentals are elite: Q2 sales rose 24.1% to $3.27 billion, adjusted operating margin reached 22.6%, it has net cash and a $15 billion backlog. But GuruFocus puts fair value at $157.57 versus a $223.58 price, and the P/E of about 65x is well above the industry's 37x. Red flags include fraud investigations after the post-earnings drop, reliance on hyperscaler capex and project-timing risk. x.com 

Hewlett Packard Enterprise's raised guidance lifts out-year estimates, not just sentiment, which may set up a multi-quarter estimate-revision story. Fiscal Q3 was a record beat at about $12.21B revenue, with FY26 guidance raised and FY27 EPS growth lifted to 16–20% from 12–16% on accelerating AI orders and Juniper synergies. Analysts, Citi among them, upgraded on AI backlog outpacing supply. The stock is at a low-teens forward P/E; risks are dilutive AI server margins and a 120% run priced in. … Show more

Jabil's data-center infrastructure segment is growing and outpacing the drag from legacy mobility and EV exposure and margin mix, earning a Buy rating. The stock has done nothing for a month, but upcoming earnings could be a nice catalyst for a push higher on that segment's growth. x.com 

Astera Labs is an extremely good, unique business but still too expensive to buy. It is founder-led, growing fast and sits at the center of the AI infrastructure buildout, selling PCIe/CXL retimers and fabric switches to AWS, Azure and Google Cloud, but its valuation keeps it on the watchlist. x.com  x.com 

Celestica stands to gain as ODM partner for OpenAI's Jalapeño chip, designed with Broadcom, which @zephyr_z9 says no one may beat on performance per watt or per dollar. Celestica trades at under 16x a 2027 GAAP EPS consensus that could prove conservative. x.com 

Investors are aggressively funding Intel as an AI infrastructure manufacturer: its upsized $20B stock offering drew over $100B of demand, about 5x oversubscribed even after a huge run. The capital supports its push to high-volume 14A production by 2028 across foundry, advanced packaging and AI silicon. Tesla and Terafab as anchor external customers make this turnaround more credible than past ones. The cost is roughly 5% dilution. x.com 

Super Micro Computer looks undervalued, with fair value around $48 to $50, making it a good risk-reward play on AI infrastructure. After a 15% jump in a day it is less interesting, and the risk is too high to pay full value; a sharp sell-off would be the time to build a position. Across tech hardware there is little value now, and most names would need to drop 50% or more to reach a realistic value. x.com  x.com