Sell VRT by Oct 27, 2026.

Figured I would take a look at some AI adjacent names that have declined 40%+. Vertiv would be an interesting name to own, but if I taper growth to reflect normalizing demand in the outer years, on the back of relatively stable OCF margins, it still looks insanely expensive. Take a look at my forecasts below and let me know what you think. Am I too bearish, or did the market bid these companies up that much prior to the …