May 29
AI power: rack and chip conversion
perspective
AI power: rack and chip conversion
status active priority high thesis tickers 5 scan-mentioned tickers 202 events 56 latest
Rising datacenter power density will increase the commercial content of rack-to-chip conversion and cooling suppliers, provided design wins become revenue without eroding margins.
Watch for: MPWR Vera Rubin socket share + ASP follow-through after positive Q1 catalyst resolution, Vicor Gen 5 VPD ramp 2H 2026, BESIY orders for SK hynix HBM + foundry BSPDN, Intel 18A yield + Panther Lake unit ramp Q2 2026, TSMC A16 SPR volume timing (now 2027, was 2H 2026), NVIDIA Feynman 2028 (first AI accelerator on A16+SPR), Delta Electronics market cap relative to Foxconn, Wolfspeed substrate share plus gross-margin repair (bottoming or terminal? equity re-rate is not enough), MLCC capacity allocation pricing (Murata, Samsung Electro-Mechanics), ETN/Schneider response signal — defensive product announcements OR hyperscaler design-out language
paradigm track record 100% · 1/1 verdicts physics-down · medium confidence · small sample (n=1)
The thesis basket — the 5 tickers this perspective actually tracks. Everything else it has touched is folded below.
Seen alongside in scans (43 shown of 197) — symbols that appear with this perspective, not the thesis basket
Show all 197 ticker links
$AAL$AAOI$AAPL$ACLS$AEHR$AIXA.DE$ALAB$ALMU$AMAT$AMD$AMKR$AMSC$AMZN$AOSL$APD$APH$APLD$ARM$ASHR$ASML$ASPI$ASTS$ASX$ATI$AVGO$AXTI$BA$BABA$BE$BEAM$BESI$BESIY$BKSY$BLDP$CAMT$CAT$CBRS$CCJ$CEG$CIEN$CIFR$CLF$CLSK$CMI$COHR$COP$CORZ$CRDO$CROX$CRWD$CRWV$CVX$DAL$DD$DELL$DHR$DIA$DPZ$ECHO$ENS$ENTG$EOSE$EQT$EWT$EWY$FCEL$FLNC$FLY$FN$FORM$FTNT$FXI$GD$GE$GEV$GLD$GLW$GNRC$GOOGL$GSAT$HAL$HEI$HON$HONA$HUBB$ICHR$IFNNY$INTC$IQV$IRDM$IREN$ITRI$IWM$JBL$JCI$JETS$KLAC$KLIC$KTOS$KWEB$KYMR$LASR$LEU$LHX$LIN$LITE$LMT$LRCX$LULU$LUNR$LWLG$MARA$MEDP$MKSI$MOD$MP$MRAAY$MRNA$MRVL$MSFT$MSTR$MTSI$MTUM$MU$MXL$NBIS$NEE$NKE$NOC$NTAP$NVDA$OIH$OKLO$OKTA$ON$ONTO$OPTX$ORCL$PANW$PCG$PL$PLTR$PLUG$POWI$PSIX$PWR$QQQ$RDW$RIOT$RKLB$RSP$RTX$SBUX$SEI$SKHY$SLB$SLV$SMCI$SMH$SNDK$SNPS$SPCX$SPY$STM$STX$SWKS$TDG$TDY$TEL$TER$TLN$TLT$TMO$TSEM$TSLA$TSM$TWST$URA$USO$UUP$VECO$VIAV$VIXY$VSAT$VST$VTI$VTV$VXX$WDC$WOLF$XBI$XLC$XLE$XLI$XLK$XOM$ZS
no live data (1) — unresolved, delisted, or non-US symbols
The Thread
The thesis as it unfolds — by source type (the symbol grid above is the current state).
Recent Shifts
2Signals
1The AI Money Went Into the Ecosystem, Not Into Nvidia
Market signal state changed.
Research
15 Sep 28
Jun 3
Jun 2
Jun 2
May 27
May 26
May 25
May 3
May 1
Captures
12 Jun 3
May 4
May 2
May 2
Apr 24
Apr 24
Apr 14
Mar 30
Jun 4 '24
Calendar & Lifecycle
26Frontier Map — the 130-week bushing, not the transformer core, is the grid's longest lead time
Frontier Map — the 130-week bushing, not the transformer core, is the grid's longest lead time
CV Research via CK Capital — AI power loss scales with current squared, not watts, and one vendor transforms instead of switching
CV Research via CK Capital — AI power loss scales with current squared, not watts, and one vendor transforms instead of switching
Sep 6
Sep 4
Aug 27
Aug 22
Aug 14
Bloomberg — Chicago joins the data-center moratorium push
Bloomberg — Chicago joins the data-center moratorium push
Aug 13
Aug 8
Jul 31
Jul 28
Jul 25
SemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite
SemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite
Jul 17
Jul 11
Jul 7
Jun 26
Jun 16
Jun 16
May 28
May 22
May 6
May 1
Apr 20