Todd Gordon joined CNBC this morning to spotlight Vertiv Holdings (VRT) – a critical power and cooling company supporting Nvidia’s AI buildout. After a massive run in 2024, the stock has been consolidating in 2025, but Todd sees potential for a breakout as AI data center demand accelerates. He also shared thoughts on broader market trends, from rare earth mining to value rotations, and why this may still be a market to hold high-quality AI leaders rather than trade them.