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Vertiv shares have surged more than 1,000% over the past five years, a rally comparable to chipmaker Micron's, as the company benefits from surging demand for data center infrastructure tied to the AI buildout. Trader Mike Khouw said investors could see further gains despite the stock's outsized run-up. The commentary noted that some investors may be tempted to take profits given the scale of the rally, but underlying demand trends for data center power and cooling equipment remain supportive of continued growth.