Key Points The AI/data center sector is probably in a bubble, but it's tough to predict precisely where the market is in its cycle. Vertiv is a great play on the theme, but investors need to be aware that its valuation may rely on ongoing acceleration of growth in its order book and projected earnings. 10 stocks we like better than Vertiv › Data center infrastructure and Nvidia partner Vertiv (NYSE: VRT) is a Wall Street darling. Of the 24 analysts covering the stock, 17 have "buy" ratings, with fo ...