Filtered library · Theme
ai-chip-infra-memory theme · 13 dossiers
Dossiers in the ai-chip-infra-memory theme cluster — 13 names moving on shared catalysts.
All dossiersMRVL
Google-Marvell TPU/AI-chip partnership talks (2026-04-20) just added a third hyperscaler ASIC customer on top of AWS Trainium + MSFT MAIA — narrative velocity stepped up overnight, and Q1 FY27 print ~2026-05-28 is the binary that either…
CLS
AI-hyperscaler networking picks-and-shovels narrative re-accelerating as sell-side chases higher (BofA $430, JPM $410, Cowen $350 all raised in last 4 sessions), but Q1 2026 print inside 7 trading days = binary gate. Defer aggressive…
SMTC
AI-connectivity pick-and-shovel: CopperEdge ACC attaches to every GB200/GB300 rack. Two PT hikes in 72h (B. Riley $122, Benchmark $120) + spotlight-list mention signal pre-print re-rate; 2026-06-04 FQ1 FY27 print is the binary, with…
AMKR
Picks-and-shovels AI-packaging play (#2 global OSAT, Arizona CHIPS-Act fab + Apple multi-year deal) but narrative is MATURING not accelerating, OSAT margin structure caps re-rating, and Q1 '26 earnings are inside the 3–10 trading-day…
AOSL
Power-discrete AI-content second-derivative play; B. Riley PT raise to $25 (2026-04-13) + two-session momentum tape (2026-04-14, 2026-04-20) = narrative discovery phase into FY26 Q3 print (~2026-05-06). Binary on earnings; no confirmed AI…
ICHR
Semicap subsystem proxy on 2026 WFE re-acceleration; B. Riley PT $75 (2026-04-13) flags sell-side building conviction, but LRCX print 2026-04-24 is the read-through bomb and ICHR's own Q1 (~2026-05-07) is a hard binary. DORMANT until one…
MEI
[Stage 1 WATCH] RSI 88.7 extreme, no theme, no dossier, +107pp vs SPX on first sighting — no cluster context, no fundamental tether; classic late-stage blowoff trap.
MXL
Second-derivative recovery: broadband CPE trough + AsterionX 800G optical DSP optionality into AI backplanes. Binary on Q1 FY26 print (~2026-04-28). Pre-earnings, within 3-day blackout window — no fresh entry.
NVDL
[Stage 1 WATCH] 2x leveraged NVDA — correlated duplicate; if the synthesis approves NVDA exposure, take it via NVDA/TSM not levered ETF in NEUTRAL regime.
SANM
[Stage 1 WATCH] EMS chip-adjacent post-Q2 beat, RSI 83 parabolic, no dossier — cluster covered by larger names
STX
[Stage 1 DEFER] Q3 FY26 earnings ~4/29 (1 trading day), RSI 78.2 extreme, sell-side now chasing ($582→$595→$605 in 14d) = late-cycle distribution setup; dossier mandates DEFER through print.
TER
Semicap-test pure-play with clustered analyst PT raises ($400–$415) into a binary Q1 print window ~2026-04-22 to 2026-04-24. DORMANT in the 72h earnings blackout; post-print reaction bar decides if this goes ACTIVE long or gets skipped on…
WDC
Pure-play HDD picks-and-shovels leg of AI data-infra; sell-side drift up (Citi $405, MS $380) into fiscal Q3 print ~2026-04-29/05-01. Stock is in the Hormuz-rally cohort so materially extended — the print + MSFT/META/AMZN capex guides in…