AEIS
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Invest Like the Best 1mo ago
LONGPOSITION1mo ago
“in the power supplies, every Nvidia chip or rack uses 50 to 125% more power. And like literally that drives the ASPs of Delta and Advanced Energy.”Invest Like the Best
Delta and Advanced Energy ASPs climb 40% a year as each Nvidia chip needs far more power
AEISLONG@ $302.53
$294.23-2.74%
since call Jun 9
peak +5.2%