Jun. 21 at 9:15 PM
Power semis are setting up for a great week
(Market cap/YTD return)
$VSH $9B +348%
$NVTS $6B +236%
$DIOD $5B +142%
$AOSL $1.5B +142%
This small-cap "Power Semis" cohort targets the absolute physical bottleneck of the AI expansion: next-gen GaN/SiC silicon, advanced AI GPU core power stages, and high-density datacenter grid infrastructure.
Gallium Nitride vanguard
$NVTS (+236% YTD) extends its blistering main wave, fully validated by its GaNFast 800V infrastructure board joining NVIDIA’s MGX AI Factory Ecosystem. Concurrently,
$AOSL (Alpha and Omega) captures an immense premium on expanding backlogs for its proprietary DrMOS modules tailoring to high-end AI servers, closely mirrored by passive inflows into component giant
$VSH.
Specialized discrete and analog semiconductor leader
$DIOD maintains elite technical accumulation.
As the global tech trade converts raw grid wattage limitations into explosive small-cap momentum, where are you chasing the premium alpha?
