Jun. 23 at 8:35 PM
Everyone is focused on buying dips in
$AAOI, MSFT, PLTR.
I like those too, but here are a few lesser-known names I’m still watching for longer-term potential:
$AOSL -8%
$CEVA -6%
$ELMT -2%
$ASYS -7%
AOSL An overlooked AI infrastructure play focused on the power layer behind GPUs — power management, MOSFETs, GaN and SiC devices used in AI servers.
As AI systems scale, power delivery becomes critical.
No power, no AI.
CEVA Edge AI exposure through DSPs, NPUs and wireless IP (Wi-Fi, Bluetooth, 5G).
Strong presence in automotive, IoT and edge computing. Asset-light licensing model.
ELMT U.S.-based tungsten and molybdenum producer tied to defense, aerospace and semiconductor supply chains. Benefits from reshoring trends.
ASYS Semiconductor equipment play focused on advanced packaging and wafer processing — key bottleneck area in AI chip production.
Not financial advice. Just names I’m watching outside the crowded AI trades.
