1 IF D H HT T 100 - 100 1 i T 1 Pgiam/iStock via Getty Images Seeking Alpha Investment thesis My initial bullish thesis about Vertiv (NYSE:VRT) did not age well. The stock dropped by about 16% since mid-May. Over the same period, the S&P 500 rallied by almost 8%. My analysis suggests that fundamentals are still strong. Therefore, the decline is likely more about market sentiment and the stock's inherent volatility. I think so because the company demonstrates strong performance and the AI momentum for the bu ...