AI power: rack and chip conversion · Campaigns

Campaign

AI power: rack and chip conversion

active · AI · Power

Horizon 6–24 months; test socket conversion and margins at the next two quarterly reports. Last research review Latest evidence Priority high

Ideas and calls

Long, bearish, hedge and relative-value ideas can coexist. Only explicitly issued calls enter the existing scoreboard; short and hedge performance is not graded.

Issued calls · returns compare the symbol with SPY after 30 and 90 days. Positive excess supports a BUY; negative excess supports TRIM or SELL. WAIT and research ideas have no score. These are call outcomes, not a campaign return.

Entry and invalidationHorizon / review30 days90 days
CEGWAIT2026-10-09 · openOriginal call

A pullback that holds above the 200-day average ($286.14 at the Oct 9 close) while RSI cools below 55, then a settled close above $300.40, the October 6 close on the Google agreement

Invalidation: A settled close below the 200-day average ($286.14 at the Oct 9 close), or a third-quarter report (expected around Nov 9, provider date) that does not confirm the Google agreement's terms

Not recordedReview 2026-11-13
Not gradedNot graded
BEWAIT2026-08-28 · openOriginal call

holds the 200-day average at $188.51

Invalidation: a weekly close below $188.51

Not recordedReview 2026-09-25
Not gradedNot graded
MKSIWAIT2026-08-28 · openOriginal call

reclaims its 200-day average at $259.70 with RSI back above 45

Invalidation: a weekly close more than 5% below the 200-day

Not recordedReview 2026-09-25
Not gradedNot graded
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