AI Power Delivery stocks on X

AI Power Delivery stocks trending on X

Power semiconductors moving the watts inside AI racks — GaN and silicon-carbide power ICs, DC-DC converters, MOSFETs, and analog controllers feeding GPU and ASIC clusters at ever-higher rack densities. As AI factories scale past 100kW per rack, the bottleneck has shifted from 'can we get GPUs' to 'can we deliver power to them efficiently.' Distinct from the power-grid (utilities and transformers) and ai-infrastructure (chips/networking) strategies — this is the silicon layer that moves electrons the last few inches into the compute.

AI Power Delivery stocks trending on X

Top stocks by X chatter

Wolfspeed Inc.$WOLF

Semiconductors

$28.13+1.99%

1Y+27.3%

575 posts1.3×

Bullish sentiment

WOLF chatter is entirely Base-chain crypto — meme-cat 'boy's club' community, calls trading up big on 2.7% gaps, and speculation about a comeback from a $265K market cap. Off-topic to Wolfspeed the equity.

Comeback attempt

Wolfspeed is the silicon-carbide semiconductor company that just came through a restructuring — Renesas holds a board seat, the share float is tiny at 6M, and the business is trying to prove the SiC electrification thesis while burning cash. It's a genuine turnaround setup with distressed characteristics. • The revenue trajectory is bumpy: analysts see revenue moving from ~$758M this fiscal year to $645M in fiscal 2027 (a step down as older contracts roll off) before climbing to $795M by fiscal 2028 — the ramp isn't linear. • The financials are broken but improving: last quarter's -$2.26 EPS beat the -$2.45 estimate by 8%, operating margin at -141% is still deep-red, and 200mm SiC substrate expansion just launched with premium power substrates. • The insider tape is loaded with fresh restructuring grants: multiple officers received large A-Award blocks in September — 76K for director Feurle, 33K for CTO Emerson, plus others — new equity for post-restructuring management, not a directional signal. November 4 earnings and any color on 200mm SiC substrate customer wins plus 2027 revenue-gap coverage decides the next leg — a re-affirmed 200mm ramp with named auto/industrial customers restarts the turnaround; another gross-margin decline or a Renesas relationship shift is what breaks the coil the wrong way.

ON Semiconductor Corporation$ON

Semiconductors

$75.95+0.40%

1Y+52.6%

510 posts1.1×

Bullish sentiment

onsemi holders are strongly bullish after ON broke a descending line the same way it did before its $59.50→$135 (+127%) prior run, retested, and pushed above $76.20 on Friday. Bulls point to the 800V transition potentially taking semi content per AI rack from $15K to $115K+ (~8x) and AI data-center revenue potentially topping $2.5B by 2030; no bear voice.

Comeback attempt

ON Semiconductor makes power-management chips for autos and industrial applications — a name that got cyclically hit through 2024-25 and is now being re-rated as data-center power demand becomes the tailwind of the moment. The stock jumped 5.5% on the session. • The business is turning: Q1 revenue grew 4.7% YoY to $1.51B, the first positive-YoY comp after four negative quarters — margins are still negative in that quarter (-3.5% operating), but the top-line inflection is what turnarounds look like day one. • The new AI-power narrative is legitimate: Jefferies called out onsemi as well-positioned for rising data-center power demand, and management is now pitching a $213B AI-power addressable market — a real new demand vector that didn't exist in the auto/industrial framing. • The chart is confirming: fresh bullish crossover on the daily, options-corner flow leaning long, and the SMH is outperforming — a technical setup with real fundamental news behind it, not a purely charting bounce. Q3 earnings on Nov 2 is the reset — a beat with real attribution for data-center power revenue extends the accelerating leg; a soft comment on auto/industrial demand and the AI narrative gets tested fast without a real number behind it.

Vicor Corporation$VICR

Hardware, Equipment & Parts

$290.68+1.96%

1Y+499.8%

478 posts0.9×

Bullish sentiment

Vicor sentiment is bullish as a generational buy under $200 with Vertical Power Delivery 48V-to-point-of-load architecture the only viable solution as AI accelerators push past 40,000 amps at sub-1V rails. Projections range from 32-75% revenue growth and $406-$601 price targets for 2027-2029.

Driven by hype

Vicor makes Vertical Power Delivery (VPD) 48V-to-point-of-load modules — the power architecture that solves the >40,000-amp/sub-1V rail problem AI accelerators create. It's up 440% in the past year as the industry converged on VPD as the only viable answer, and the tape keeps extending. • The revenue trajectory is validating the story: last quarter EPS printed $1.04 vs $0.65 estimated — a 60% beat — and analysts see revenue moving from ~$603M this year to $1.15B by 2028 with EPS climbing from $3.44 to $7.92. • The valuation reflects the belief: 90x trailing PE and 26x sales is priced for the VPD-licensing thesis to actually monetize — the ~40-75% revenue growth crowd needs licensing revenue to show up in the numbers, not just referenced in the call. • The insider tape is measured: co-founder Philip Davies did an exempt option-exercise-and-sell for $546K at ~$178 — a small trim from someone with a large position, offset by the fresh $150M buyback authorization the board approved. October 20 earnings and any color on VPD licensing revenue plus AI-hyperscaler customer wins decides the next leg — a re-affirmed FY ramp with named licensing counterparties restarts the acceleration; a soft licensing update or a customer-mix disappointment is what turns the current momentum into a fast round-trip from these levels.

Aehr Test Systems$AEHR

Semiconductors

$100.78+2.33%

1Y+231.0%

437 posts1×

Bullish sentiment

Aehr Test Systems holders are aggressively bullish heading into Oct 1 earnings, framing AEHR as the purest AI-infra small cap after a pivot from 90% EV to 90% AI, with 3x revenue guidance and $100M+ backlog. Bulls flag the reclaim of the 9/21/50/100 daily MAs with volume and triple blue diamonds pointing to a $105 resistance break; no bear voice.

Navitas Semiconductor Corp$NVTS

Semiconductors

$11.730.00%

1Y+63.1%

331 posts1×

Bullish sentiment

Navitas is drawing an AI-power thesis with legs. Wellington disclosed a fresh 935K-share buy worth ~$16.75M, US-made fifth-gen GaNFast is shipping from GlobalFoundries' Vermont fab into AI data centers, and the pending Claros acquisition is being framed as expanding the addressable market from ~$4.5B to $8B. Bulls flag $10 support and $14 as the breakout to watch, and a MACD turn plus the NVIDIA partnership give the technical setup its momentum. No bear voice.

Texas Instruments Incorporated$TXNStrong Fundamentals

Semiconductors

$281.69+1.21%

1Y+53.7%

296 posts1×

Bullish sentiment

Texas Instruments is bullish on X — another industrial-semi price increase, industry at beginning of cyclical recovery with ample runway, and 751 contracts bought $265C 0DTE at $0.10 for potential 1000%+ move. Cross-radar watch alongside OKLO/AAOI/FSLR.

Microchip Technology Incorporated$MCHPStrong Fundamentals

Semiconductors

$78.78+1.04%

1Y+23.0%

172 posts1×

Bullish sentiment

Chatter is small but pointedly bullish, driven by an eye-popping options print. A single diagonal (sell 150,110 October $72.50 calls, buy 119,030 December $65 calls) accounts for most of the day's 272,935-contract volume and a 135:1 call/put ratio. Fundamental voices cite a PEG of 0.42, edge-AI and data-center demand, and the Hailo acquisition; a chartist flags the "trendline support on the weekly timeframe" with an ARM-style setup comparison.

Analog Devices, Inc.$ADIStrong Fundamentals

Semiconductors

$398.22+0.71%

1Y+62.7%

165 posts1×

Bullish sentiment

Analog Devices chatter is a clean reaction to the $1.35B all-cash Alif Semiconductor deal, with an extra $200M in earnouts. The takes read the buy as a deliberate push into on-device AI, real-time sensor fusion, and edge inference for defense and data-center customers, and no one on X is arguing the other side of it in this window.

STMicroelectronics N.V.$STM

Semiconductors

$53.24+0.95%

1Y+89.5%

159 posts1×

Bullish sentiment

STMicroelectronics holders are strongly bullish after Druckenmiller added 490,000 shares in Q2 (making STM a top holding) and management raised data-center revenue guidance from "$1B before 2030" to "well above $2B in 2027" following the Feb multi-billion Amazon multi-year deal. Base case 15% CAGR through 2030; no bear voice.

Monolithic Power Systems, Inc.$MPWR

Semiconductors

$1,355.99+0.35%

1Y+52.9%

131 posts1×

Bullish sentiment

Monolithic Power posted record Q2 revenue of $980.6M (+48% YoY, +22% QoQ) with non-GAAP EPS $6.50 — the seventh straight triple play and tenth in eleven quarters. The Enterprise Data segment (AI servers/data-center power) surged +45% sequentially and +164% YoY. Stock rallied 9-10.7% in a session, though one earlier post flagged MPWR down 7% at a different point. Technicians see MPWR setting up 'a bit like AVGO before it broke out' basing under the 50DMA.

nVent Electric plc$NVTStrong Fundamentals

Electrical Equipment & Parts

$161.68+0.74%

1Y+67.2%

105 posts1×

Bullish sentiment

nVent Electric chatter is bullish - NVT is described as setting up for a potential breakout with a nice pivot inside a cup base and super tight action over the 50-day, positioned as a cooling/power-connection supplier to data centers (particularly liquid cooling and mission-critical power/control/data infrastructure). NVT is on Buy watchlists with TSM, KEYS, Nikkei futures, AEHR, and ASX. Traders describe NVT as ready to run as soon as SMH turns back up.

Vishay Intertechnology, Inc.$VSH

Semiconductors

$32.46+0.70%

1Y+114.1%

102 posts1×

Mixed sentiment

Vishay Intertechnology priced $750M common stock offering at $50/share (15M shares). VSH shares -6.2% pre-market after announcement. Bulls flag dip below $50 as long-term buying opportunity as growth capital deploy story. VSH Sniper MA turned red with RSI dropping below 50 on daily chart. Some rotated out of VSH into MRAAY on same day.

Allegro MicroSystems, Inc.$ALGM

Semiconductors

$36.60-0.92%

1Y+25.5%

81 posts1×

Bullish sentiment

Posts describe Allegro MicroSystems in the top 10 relative-strength screener alongside TXG, MXL, BAND, OUST, ICHR, and rest of the semi complex bounce, with speculation about ALGM being Tesla's secret Optimus supplier. Bulls note ALGM popping in the Early Morning Movers bullish scan. Bears note power semi RS is 65 and 7 of 7 indicators pointing down in the robotics series.

MagnaChip Semiconductor$MX

Semiconductors

$3.06+0.66%

1Y+2.4%

28 posts

Bullish sentiment

MagnaChip draws bullish accumulation talk with buyers loading under $4 on the exclusive Hyundai chip partnership that entered mass production in 2026 for AI, and technicals showing a rounding-top and inverse H&S with the Hull flip bullish. Users flag $3.96 as the key trendline, watching for a break toward $6.40. Tone framed alongside 800VDC data-center power semis and the Navitas licensing agreement.

Power Integrations, Inc.$POWI

Semiconductors

$51.08-1.47%

1Y+29.7%

19 posts

Bullish sentiment

Power Integrations broke the red diagonal resistance with a $5B market cap on the 5-year base setup with institutional accumulation in the hottest power-semi theme. $130 Jul 17 calls flagged. Dual theme of data center rack + power supply with no meaningful debt. Tone is firmly bullish.

Alpha and Omega Semiconductor Limited$AOSL

Semiconductors

$27.61+0.91%

1Y-0.4%

16 posts

Bullish sentiment

AOSL chatter is squarely bullish. Multiple posters call for a march back to $40+ within 2 weeks (currently ~$30-34) ahead of the Aug 12 earnings. Bulls flag the fire-sale price as an accumulation window. Aggregate voice: bullish accumulation into the print. No visible bear voice.

Diodes Incorporated$DIOD

Semiconductors

$89.43-0.57%

1Y+70.8%

8 posts

Bullish sentiment

Diodes Incorporated is described as breaking out of a 5-year base into price discovery mode, with posters citing a swing-trade entry on a break above $125 with stop at $112.50 and TP1 at $175.19 (+40%). Bulls cite DIOD alongside ENTG and other semiconductor leaders breaking out of solid bases with exceptional relative strength.