Rockwell Automation's growth and margins are underestimated, with AI and robotics giving it $20 of EPS power in coming years. It is an ISM proxy, organic growth estimates of 5-8% are too low, and its margin profile is likely 350 bps too low over the coming years. x.com 

Vertiv's surging orders and Q3 growth show AI infrastructure demand exceeding expectations. Per WallStEngine, revenue rose 61% to $4.3B, adjusted EPS rose 78% to $2.21, organic orders grew more than 100%, and FY26 guidance was raised above estimates. Vertiv is delivering into accelerating demand for its power and cooling equipment. x.com  x.com 

Vertiv's power and cooling gear is benefiting from the AI data-center build-out. Q3 net sales rose 61%, operating profit 90% and net income 92%. There is no more direct picks-and-shovels bet on AI infrastructure than Vertiv. Grade: A. x.com 

BlackBerry's QNX results signal accelerating R&D for smart factories and robots, a positive read-through for Rockwell Automation and Teradyne. QNX development license revenue hit an eight-quarter high, a leading indicator because engineers buy licenses before new cobots or controllers ship. CEO John Giamatteo cited growth from physical AI and industrial automation, and QNX demand rose 26%. Spending on certified, secure software points to resilient industrial tech capex. x.com 

Robotics may be AI's next frontier, and the bigger opportunity may be everything that makes robots move, not just humanoids. Deploying millions of robots needs motors, sensors, vision, motion control and factory, warehouse and surgical automation. The picks and shovels include Amazon and Symbotic in warehouses, Teradyne, ABB and Fanuc in industrial robots, Rockwell, Honeywell and Parker Hannifin in automation and motion, Cognex, Ouster, Zebra, Intuitive Surgical, Serve and UiPath. x.com 

Onsemi's AI data center business is no longer a side story: revenue there is now expected to more than double in 2026, with growth across the whole power tree. Management is shifting capacity from autos to AI, utilization rose from 77% to 83% with most of the margin benefit due in Q4 and 2027, a second round of price increases is holding, and lead times stretched to 32 weeks with visibility into 2027-2028. Content per rack is projected to rise from about $15k today to $115k by 2030. x.com 

Vertiv's demand is accelerating, so GLJ Research's $188 target against a $255 stock and a consensus near $350 looks badly wrong. Vertiv's orders doubled and deferred revenue just posted the biggest jump in company history; customers prepaying at records is not how a cyclical downturn starts. GLJ's similar sell call on GE Vernova as a cyclical turbine maker failed: the stock now trades above $1,000, over double its target, and its CEO is selling delivery slots for 2032. x.com 

Modine Manufacturing is becoming a pure-play AI cooling company as hyperscalers pay upfront to lock in its factory capacity through 2029. Per @hntrbrkmedia, a leaked codebase named Google as the hyperscaler behind Modine's $4B agreement, which carries $165M upfront, and Modine has billions more demand from Amazon, Crusoe and others. Spinning off the legacy automotive segment via Gentherm sharpens the focus. Data center sales are up 70-80%; watch how fast ramp-up margin drag fades. x.com 

Dell's AI server business is growing on a trajectory that should appeal to anyone who likes Nvidia's, driven by a massive public and private AI factory buildout with a huge number of racks still to sell. Revenue rose 58% to $47B and infrastructure revenue 89% to $31.8B. AI server orders hit a record $60.9B in the quarter and $131.7B over four quarters, with AI backlog at $95B and the pipeline multiples of that. AI customers exceed 6,500, and traditional servers and networking grew 122%. x.com  … Show more

Dell is positioned at the forefront of a multi-hundred-billion-dollar AI infrastructure opportunity with one of the industry's most complete end-to-end offerings, from servers, storage and networking to enterprise software. AI server orders in its ISG infrastructure business are accelerating, partnerships with Nvidia, AMD and Broadcom have deepened, and global enterprise and government procurement has improved order visibility. Its long-term compounding potential could be substantial. x.com