Tom Nash on Vertiv (VRT): every public call, dated.
7 quotes from 66 videos reviewed since 2025-09-10. Each one links to the exact second on YouTube, with the closing price on the day of the video and what the stock did since.
- VRT close, 2026-09-10
- $248.13
- Since first quote, 2025-11-19
- +45.5%
- S&P 500 (SPY), same period
- +15.3%
- Latest stance, Jul 31, 2026
- Hold, bullish
The chart found its happy place.
VRT from 2025-11-19 to 2026-09-10. Price movement, not the creator’s realized return.
Price and the calls
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $127 |
| 2025-09-30 | $151 |
| 2025-10-31 | $193 |
| 2025-11-28 | $180 |
| 2025-12-31 | $162 |
| 2026-01-30 | $186 |
| 2026-02-27 | $255 |
| 2026-03-31 | $251 |
| 2026-04-30 | $328 |
| 2026-05-29 | $316 |
| 2026-06-30 | $335 |
| 2026-07-31 | $242 |
| 2026-08-31 | $259 |
| 2026-09-10 | $248 |
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $127 |
| 2025-09-30 | $151 |
| 2025-10-31 | $193 |
| 2025-11-28 | $180 |
| 2025-12-31 | $162 |
| 2026-01-30 | $186 |
| 2026-02-27 | $255 |
| 2026-03-31 | $251 |
| 2026-04-30 | $328 |
| 2026-05-29 | $316 |
| 2026-06-30 | $335 |
| 2026-07-31 | $242 |
| 2026-08-31 | $259 |
| 2026-09-10 | $248 |
The short version
Tom Nash treats Vertiv as an infrastructure pick for the AI build-out rather than a trade: he says he added it to his paid top-stocks list in June 2025 as the cooling play for data centres, alongside Constellation Energy and Bloom Energy on the power side. Across 14 videos since autumn 2025 the argument barely changes — denser AI racks need more thermal management — while the number he cites for the position's gain keeps climbing, from roughly 50% in November 2025 to about 200% by spring 2026. He has not publicly disclosed whether he personally owns the stock.
What Tom Nash said, when
Named as a pickTom Nash on Vertiv: “We added Vertiv, which is a cooling solution for…”
“We added Vertiv, which is a cooling solution for data centers, back in June of this year. It's up 53%.”
Named as a pickTom Nash on Vertiv: “The first stock on this list is called Vertiv,…”
“The first stock on this list is called Vertiv, ticker VRT. This is a $62 billion stock. We actually added it to my top stocks list about 6 months ago.”
Named as a pickTom Nash on Vertiv: “Two companies we've added on our list as well.…”
“Two companies we've added on our list as well. We've added Constellation Energy, CEG, and we added VRT, Vertiv, for the cooling.”
Named as a pickTom Nash on Vertiv: “VRT is up 150% since we spoke about it…”
“VRT is up 150% since we spoke about it about 6 months ago. It's on my top stocks list.”
Named as a pickTom Nash on Vertiv: “VRT, Vertiv, we added it last year. It's up…”
“VRT, Vertiv, we added it last year. It's up almost 200% since. Right now, these three stocks are the easy cases.”
Hold, bullishTom Nash on Vertiv: “Vertiv, a company I've added I think a year…”
“Vertiv, a company I've added I think a year ago, we've done very well with Vertiv. Obviously, cooling is super important. The more density you're going to have with agentic AI, the more thermal management you're going to need.”
Hold, bullishTom Nash on Vertiv: “We got Vertiv, VRT. Added in June of last…”
“We got Vertiv, VRT. Added in June of last year to my top stocks list, up 111%. Cooling, cooling, cooling. Vertiv is the way to go.”
How to read this
Quotes are short excerpts from Tom Nash's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is VRT's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. “Since” compares that close with the latest close on 2026-09-10. It is a price observation, not the creator's realized return, and not investment advice. Full methodology.
Coverage: 66 of 66 videos published since 2025-09-10 reviewed; 38 Vertiv mentions found. Data generated 2026-09-11.