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“bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits”
@aleabitoreddit · Serenity
Chinese power semi price hikes reduce US competitive pressure and validate demand ahead of 800V DC cycle, lifting AOSL
AOSLLONG@ $43.61
$32.05-26.50%
since call Jun 26
“Another potential beneficiary is the upstream material companies that make these:”
@aleabitoreddit · Serenity
Power semi makers cite bulk metal and packaging costs as reasons for price hikes, making copper a direct upstream beneficiary of the demand surge
COPPERLONG@ $6.19
$6.48+4.67%
since call Jun 26
peak +6.8%
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