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ai-datacenter-infra theme · 4 dossiers
Dossiers in the ai-datacenter-infra theme cluster — 4 names moving on shared catalysts.
All dossiersBHE
Benchmark Electronics
EMS arms-dealer to the AI buildout AC&C +41% YoY (liquid-cooling for AI data centers) + semi-cap recovery drove a FY26 guide raise to 9–10% on the 2026-04-29 print. Narrative accelerating, but the ~145% run to ~$88 is above the $78 avg PT…
CLS
Celestica, Inc.
AI-networking picks-and-shovels narrative still accelerating after the 2026-04-27 Q1 blowout (rev +53% to $4.05B, FY26 guide raised $17B→$19B; CIBC $480/BMO $450 chasing) but the stock just reset ~21% from the $474 June-2 high to $372,…
BTBT
Bit Digital, Inc.
Busted ETH/WhiteFiber holdco, not a momentum setup. Both prior break levels gave way on 6/5: BTBT closed $1.64 (-11.4%) and the 27M-share WYFI stake fell with WYFI's -15% to $23.27, while ETH cratered to ~$1,566. The ~36% SOTP discount…
SITM
SiTime Corporation
MEMS precision-timing picks-and-shovels: Q1 2026 (~2026-05-07) confirmed the AI-datacenter re-rate datacenter segment +158% YoY to ~67% of revenue, FY guide raised to ≥80%, EPS beat 23%. Narrative accelerated, but the stock now sits near…