The AI Cooling Trade: Vertiv vs Eaton vs Trane vs Carrier

Memory ran forty-three percent in twenty days. Servers ran thirty-seven. Networking, twenty-four. So why did the cooling layer sit flat? Because the cooling layer is not one trade. It is four. Full article and all charts: https://marketdecode.ai/research/the-ai-cooling-trade-vertiv-eaton-trane-carrier — MarketDecode is informational and educational only — not investment advice.