The Analysts

Call · @aznpr7de · unranked

@aznpr7de

@aznpr7de · Tue, Aug 18

Christopher L@Aznpr7de
#800V power theme could run next, below are my DD done Industry: Early-stage, high-certainty, multi-year structural cycle. Physics demands more power content per rack as density scales - same necessity as optics, comparable multi-billion TAM, 25% CAGR, still far less
17d agoview on X ↗media on X

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Read as

Long AOSL, Long VICR, Long NVTS, Long WOLF · High confidence

Confidence

High0.98

Counted from

Wed, Aug 19 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 16 · fades out by Sep 29