event_id: 2026-05-29-ai-power-delivery-eow-full-scan-refresh

Challenger cohort broadly accelerating: MRAAY RSI 87 / +88% 30d (MLCC allocation thesis firing loudest in the cohort), NVTS +61% 30d / +179% 3m, AOSL +110% 3m, VICR +24% 30d / +60% 3m, IFNNY RSI 80 / +43% 30d, POWI +16% 30d — voltage-stack delivery thesis strongly validated by cross-cohort momentum.

MPWR -3% 30d (RSI 52) — post-catalyst digest consistent with R25-C read; Vera Rubin share / ASP follow-through is the next make-or-break watch; ETN -7% 30d (RSI 51) continues to lag challengers, incumbent-bear leg intact.

WOLF +101% 30d / +180% 3m equity re-rate continues (balance-sheet repair) — substrate-share operational check still open per R25-C; INTC +152% 3m PowerVia/18A credibility building; AIXA.DE only 7d data available (30d/3m missing due to .DE coverage gap).