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 218 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 213) — symbols that appear with this perspective, not the thesis basket
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$AAL$AAOI$AAPL$ACLS$ACN$AEHR$AGIO$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$BRBR$BRUN$CAMT$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$EQT$ESLT$EWT$EWY$FCEL$FLNC$FLY$FN$FORM$FTNT$FXI$GD$GE$GEV$GLD$GLW$GNRC$GOOGL$GRAL$GSAT$HAL$HEI$HON$HONA$HUBB$ICHR$IFNNY$INTC$IOVA$IQV$IRDM$IREN$ITRI$IWM$JBL$JCI$JETS$KLAC$KLIC$KOD$KTOS$KWEB$KYMR$LASR$LEU$LHX$LIN$LITE$LMT$LRCX$LULU$LUNR$LWLG$MARA$MAZE$MEDP$MKSI$MOD$MP$MRAAY$MRNA$MRVL$MSFT$MSTR$MTSI$MTUM$MU$MXL$NAUT$NBIS$NEE$NKE$NOC$NTAP$NVDA$OIH$OKLO$OKTA$ON$ONTO$OPTX$ORCL$PACB$PANW$PCG$PL$PLTR$PLUG$POWI$PSIX$PTC$PWR$QQQ$RDW$RIOT$RKLB$RSP$RTX$RXO$SBUX$SEI$SHOP$SKHY$SLB$SLV$SMCI$SMH$SNDK$SNPS$SPCX$SPY$STM$STX$SWKS$TDG$TDY$TEL$TER$TLN$TLT$TMO$TSEM$TSLA$TSM$TWST$TXG$URA$USO$UUP$VECO$VIAV$VIXY$VSAT$VST$VTI$VTV$VXX$WDC$WOLF$XBI$XLC$XLE$XLI$XLK$XOM$XP$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).
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1The AI Money Went Into the Ecosystem, Not Into Nvidia
Market signal state changed.
Research
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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