Two stock tips (these are my personal opinions, not financial advice). 

$VST -Vistra, an oil company, outperformed Nvidia's stock in 2024.  Yesterday, the stock dropped by approximately 30% even though there was no negative news about the company, nor is it directly impacted by developments in AI. The drop can be attributed to profit-taking—investors who had held the stock for a long time sold their positions as the market crashed to secure their gains. 

$VRT -Vertiv, is connected to the AI sector. Its stock grew sixfold in 2023 and continued its upward trend through 2024. Vertiv specializes in energy solutions for large data centers, which house AI servers from companies like Nvidia. These energy-intensive facilities require advanced solutions, including cooling systems, backup power, and controlled shutdown processes during outages.

Yesterday, Vertiv’s stock plunged from $150 to $102—a drop of more than 30%. Like Vistra, Vertiv isn’t directly tied to Nvidia chips; instead, its solutions are used across various data centers and supercomputers. This makes the sell-off unusual, especially considering that major AI players like Facebook, Google, and Microsoft were barely affected (Facebook even rebounded to an all-time high in after-hours trading).
In Vertiv’s case, the decline also seems to stem from profit-taking, as the stock had risen sharply in recent months (more than doubling since August).

I've been looking to re-enter both these stocks after I sold off my holdings prior to New Years, so I bought in during the after hours trade 😊