May. 26 at 8:03 PM
$AOSL and
$CLFD are both quietly pushing toward 3 to 4 year highs, each with market caps around the
$1B range.
They represent two different pillars of AI infrastructure: power and connectivity.
$AOSL focuses on AI power management, benefiting from 800V architecture and next generation data center power systems, with growing exposure to AI related revenue and ecosystem partnerships across semis and power electronics.
Margins and revenue are expected to recover, with the AI infrastructure cycle extending well into 2027 and beyond supporting the long term thesis.
$CLFD is positioned in fiber deployment and data center connectivity, benefiting from broadband expansion and rising AI data traffic, with improving backlog, revenue growth, low debt, and strong cash position.
As AI buildout accelerates, both power and fiber are becoming critical bottlenecks, with each company exposed to a different core layer of the stack.
