Calls
2
Victor Cheng
CEO, Delta Electronics Thailand
Win Rate
100.0%
return
+14.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 04
$354.46
+12.8%
Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.
Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.
Grid Equipment
Long
Mar 04
$251.28
+15.2%
Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.
Cheng confirms that despite the war, "AI is in the middle of unprecedented buildout" and power requirements are surging from "30 kilowatts... to 300 kilowatts or even megawatt" per server rack. While Delta Electronics Thailand (OTC: DLEGF) is the direct play, the US-listed proxies for Data Center Power and Thermal Management are Vertiv (VRT) and Eaton (ETN). The war does not stop the capex cycle of hyperscalers (Microsoft/Google/Amazon). LONG Data Center Power/Cooling infrastructure. Supply chain disruptions in shipping components from Asia to the US due to the conflict.
Grid Equipment
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Victor Cheng has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: VRT, ETN.
