Power Semiconductor Rotation Accelerates as Smart Money Flows Into Energy-Efficient Chips
Sivers Semiconductors is listed on the Swedish exchange and has already quadrupled since April. In my view, it stands out as a leader in laser technology, with potential for another leg higher if execution continues to deliver. The OTC version is also available via Tiger Brokers for access.
Marvell Technology, Inc. is my next-largest holding, and I see it as a leader in the CPO space.
Sivers Semiconductors, in my view, sits as a key supplier into players like Marvell, Coherent, Lumentum, Ciena, and Ayar Labs. Given that positioning, it’s not obvious to me why Sivers shouldn’t be able to 5x, especially when comparable ecosystem leaders already sit at or above ~$100B market caps, assuming execution stays on track.
At the same time, smart money seems to be rotating into power semis and power-supply-related names. I’m positioning around ENLT, NVTS, WOLF, POWI, and ON Semiconductor.
Looking back, I probably shouldn’t have bought the dip so aggressively in Fluence — it reduced the capital I could deploy into other power-related stocks.
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- MKTrader·05-27TOPI have the same thoughts as you. Spoiled for choices though. Still deciding whether to cast a wide net or focus snipe a single stock.2Report
- 1PC·05-27Nice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgalLikeReport