Nicolas
@snmart
Deep dives + asymmetric bets |
AI infra | Small caps |
Building $10k → $1M.
가입 May 2025
409 팔로잉 중 1.9K 팬
$WOLF up 16% today while $NVTS is flat.
Either:
a) News is about to drop
b) Shorts are covering
c) Both
Interesting for $WOLF:
> $NVDA Vera Rubin platform and $GOOG next-gen AI data centers are reportedly moving earlier than expected toward 800V HVDC power architectures.
> The direct winners are the power equipment names: rack power, BBU, power modules, energy management...
But I like the second-order implication:
> Once AI racks move toward 100kW+ every watt lost in conversion starts to matter.
> Less efficiency means more heat, more cooling, and more stress on the whole data center power chain.
That is where SiC can become relevant.
That is bullish for the $WOLF narrative.
Now I want to see design wins, utilization improving, and real AI data center revenue
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