Jun. 18 at 6:55 PM
Here’s what the Power & Energy Semi leaderboard looks like: YTD returns
$ON +110%
$VRT +90%
$TXN +75%
This YTD leaderboard perfectly illustrates the current regime change inside institutional capital: the AI playbook has matured beyond bare compute into a massive right-side land grab for specialized analog power and thermal management.
Analog king
$TXN (Texas Instruments) was recently crowned as Citi's Top Pick, with price targets raised to
$345 as its 800V-to-1V high-density power management platforms scale rapidly into next-gen GPU clusters. Concurrently,
$ON (Onsemi) capitalizes on aggressive right-side velocity, surging 110% YTD.
Liquid-cooling sovereign
$VRT (Vertiv) just executed a major milestone, closing its acquisition of ThermoKey to deepen its heat-rejection backlog, while printing a stellar 20.8% operating margin.
As the AI arms race shifts into megawatt-per-rack power efficiency, where are you chasing the alpha?
