The video presents a fundamental analysis of Vertiv Holdings, ticker symbol VRT, focusing on the company's role in providing critical power and thermal management solutions for AI data centers. It highlights the increased computational needs of AI models and how data centers transition to liquid cooling and high-efficiency power systems. The analyst notes that costs for using AI are increasing because of chain of thought reasoning and the need for token upgrades. Despite short-term tariff headwinds and manufacturing ramp-up, Vertiv's recent earnings call and projected increased demand for its solutions contribute to a positive outlook. With revenue broken down by product segments thermal segment making up 31-36% of revenue, the video shows why Vertiv is undervalued. Based on an assumed discount rate, a price target of $149.22 is presented.