Apr. 24 at 6:51 PM
Tickers showing strong momentum. Can they move higher?
$ARM: dominates AI power per watt architecture. Royalty upside grows as V9 ramps into data centers.
$ONTO: critical for advanced chip inspection. Positioned to benefit from the Dragonfly G5 shipping cycle in June.
$SMTC: the fiber optic glue for AI clusters. Enables copper to fiber links needed for 800G speeds.
$VICR: solving AI power demand. Vertical Power tech reduces energy loss across massive GPU racks.
$VRT: leader in AI thermal management. Liquid cooling demand could surge with Nvidia Blackwell.