Aug. 27 at 4:18 PM
$NVT NVT has ≥2 signals [A, Tier‑1 + B, Tier‑2]. A: Q2’25 record sales, orders and backlog with FY25 guide raised (Data Solutions/“gray space” strength). B: OCP Global Summit sponsor (Sapphire) — tight PR window. Mispricing: RDHx/CDU attach for AI retrofits is under‑modeled vs. cooling‑capex share going to liquid/near‑rack. Clear Tier‑1 + trade‑show fuse; attach narrative supported by product line focus. Probability (window): 58–62% — Clear Tier‑1 + trade‑show fuse; attach narrative supported by product line focus. Surge potential (1–5d): +4–7%, medium confidence.