This company made their contracts to have the contract cost more to the buyer as the parts and pieces become more expensive - 5 year contract - will pay the price of what that (x,y,z) is valued at in 2028 not at a 2024 price point
his categorization of VRT as a spac is misleading.... it was a division of Emerson Electric and spun off to the public markets via spac before spacs were in vogue. It's been around since 1946 when it was cooling refrigerators. Now it cools servers, amongst many other things.
It was a SPAC. That's a fact. It went public just months before we published our piece on "How SPACs Reward Everyone Except Retail Investors." Yes, it was a division of Emerson Electric which is a dividend champion we cover. Thanks for mentioning that. Our focus was on where the company sits today.
@@Nanalyze "why this data center SPAC is up 770%" with an arrow and "explosive gains" is the type of title and thumbnail I would expect to see on one of the crypto scamboy youtubers, not something from you.
Clickbait works. The thumbs aren't deceptive. The underlying content is excellent. You engaged with it - numerous times - so it seems to that even if you're critical of it, you still click on it.
No, it's not. It's what investment professionals do. But don't worry. There are plenty of 25-year-old life coach channels out there that don't approach investing as professionals should. ;)
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Some wind noise around 5:11, anyways, great video. I find that nvidia broadcast is good at throwing out background noise btw.
Thank you for the feedback! Noted on the noise.
Great video
Really glad you enjoyed it, thank you for the feedback!
Wish I bought in this. I just stuck with Amazon for my data center play.
No FOMO. Figuring out when to sell is even more difficult than figuring out when to buy.
Like your breakdowns could you do qqq, jepq, and bst funds?
We have. Just search our channel. For example, here's a piece we did on JEPI: ua-cam.com/video/nd9AmdTd0g0/v-deo.html
Unrealted, but also a spac, any thoughts on PCT? Plastic recycling, seems interesting.
To have thoughts on a company worth sharing we typically need a few hours of research. These sorts of questions are best raised on our Discord server.
Pre-revenue would be a non-starter for Nanalyze, I think.
You are correct about that
Why is the stock exchange open 6 and half hours and closed weekends? Why not 24/7? Centuries old tradition?
Degens gotta sleep. Joking aside, that's a good question. Could be tradition as you said.
Love your SEDG buy call lol
Not sure what you're referring to here
This company made their contracts to have the contract cost more to the buyer as the parts and pieces become more expensive - 5 year contract - will pay the price of what that (x,y,z) is valued at in 2028 not at a 2024 price point
So a "cost plus" contract? Costs on hardware are falling over time, not increasing, so that would be a good way to protect against that perhaps.
Interesting. I know Stanley Drunkenmiller was in this stock for a minute.
Lots of easy money was made in SPACs for sure. In the majority of cases retail investors were left holding the bag.
❤
Glad you loved the piece!
the companies build stuff. the these traders smirks from the sideline!
On trading: ua-cam.com/video/jD1mft4FLKY/v-deo.html
🥳✌️🥳✌️
Rock on
IBM liquid cooling mainframes since the 50's but a Spac has better thermal management of racks. You gotta be kidding.
Maybe some of the subject matter experts among us can comment on just how innovative these cooling products are.
his categorization of VRT as a spac is misleading.... it was a division of Emerson Electric and spun off to the public markets via spac before spacs were in vogue. It's been around since 1946 when it was cooling refrigerators. Now it cools servers, amongst many other things.
It was a SPAC. That's a fact. It went public just months before we published our piece on "How SPACs Reward Everyone Except Retail Investors." Yes, it was a division of Emerson Electric which is a dividend champion we cover. Thanks for mentioning that. Our focus was on where the company sits today.
TBF IBM has a dubious track record.
@@musaran2 Their inability to become relevant again is certainly an issue.
I thought the clickbait was temporary wtf is this
What about the content is not appealing to you? You don't like Vertiv? Fair enough. It's a data center stock so it's relevant.
@@Nanalyze "why this data center SPAC is up 770%" with an arrow and "explosive gains" is the type of title and thumbnail I would expect to see on one of the crypto scamboy youtubers, not something from you.
Clickbait works. The thumbs aren't deceptive. The underlying content is excellent. You engaged with it - numerous times - so it seems to that even if you're critical of it, you still click on it.
@@NanalyzeYou still changed the thumbnail 3 times?
@@Quinten372 It's called A/B testing, a feature that YT now offers which we avail ourselves of.
Comparing high growth companies in high growth industries to market indexes is problematic. MBA and WS indoctrination probably
No, it's not. It's what investment professionals do. But don't worry. There are plenty of 25-year-old life coach channels out there that don't approach investing as professionals should. ;)