Vertiv Holdings (VRT: NYSE)

Vertiv Holdings (VRT) is well-positioned to capitalize on the growing demand for data center infrastructure, particularly in high-growth areas like edge computing and 5G networks. As digital transformation trends accelerate, Vertiv’s specialized solutions in critical digital infrastructure technologies should experience increasing demand.

Barclays projects that data centers will account for a significant rise in U.S. electricity consumption, growing from 3.5% to 5.5% by 2027 and potentially reaching 9% by 2030. This increasing power consumption will drive the need for efficient infrastructure management, further positioning Vertiv as a key player in the market. Their leadership in liquid cooling technology is a significant advantage, as the demand for cooling solutions in the data center space will surge alongside the AI boom and expansion of data centers.

We are bullish on VRT above $89.00-$91.00, with an upside target of $140.00-$145.00.

NuScale Power Corporation (SMR: NYSE)

NuScale Power Corporation (SMR) is uniquely positioned to benefit from the growing demand for clean, reliable nuclear energy, with its small modular reactor (SMR) technology offering significant advantages. Their U.S. Nuclear Regulatory Commission certification sets them apart as the only SMR company with this level of regulatory approval, giving them a strong first-mover advantage in the SMR market.

NuScale is exploring opportunities in the data center industry, where reliable, uninterrupted power is crucial. Their technology allows for on-site power modules, which could open significant market opportunities, as data centers continue to expand and seek stable energy sources. The scalability of their SMR technology, ranging from 77 MWe to 924 MWe, makes it adaptable for a wide variety of applications, from smaller communities to large industrial projects.

With the growing global emphasis on clean energy solutions, we are bullish on SMR above $10.50-$11.00, with an upside target of $23.00-$24.00.

Ripple (XRPUSD)

XRPUSD is showing bullish potential, with a strong bounce from the $0.502 support level, signaling demand in that zone. Since the July lows, the price has formed a series of higher-lows and higher-highs, creating an upward channel that suggests building bullish momentum. The shallow pullback from the $0.65 resistance, combined with support holding above the previous swing low, further indicates underlying strength and accumulation.

Despite the overall choppy trend since October 2023, the recent price action points toward a potential trend change. A bullish case could be favored, with a stop loss below the recent swing low and an initial target of $0.65 resistance. If that level is convincingly breached, there is potential for further upside.

Heroes of Mavia (MAVIA/USDT)

Aligning with the gaming narrative, MAVIA presents a compelling long trade opportunity as it breaks both a key resistance level and the daily trend line. This breakout signals the potential for significant upward movement, supported by the broader gaming sector’s momentum.

The ideal entry for this trade is around $1.612. Setting a stop-loss below $1.2 provides a safeguard against downside risk, ensuring capital preservation if the trend fails to hold.

For profit-taking, target levels are set at $2 and $2.4, offering a solid risk-reward profile while capturing gains from MAVIA’s expected price rise following the breakout.