What are your short ideas when an AI Bubble is continuing to inflate & eventually corrects/crashs?
My thought was when datacenter capacity isn't exponentially growing anymore and the Capex cycle adjusts the component componies like:
1. Vertiv Holdings, a cooling specialist
Price/OCF multiple of 44 currently
2. Credo Technology Group Holding, a connection specialist, P/S of 45
3. Eaton Corporation, Energy Distribution Specialist, P/S of 36
I dont wanna discuss If there is a bubble just ideas for companys with rich valuations which are highly dependent on the current datacenter boom.
Cheers