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ai-datacenter-power theme · 12 dossiers
Dossiers in the ai-datacenter-power theme cluster — 12 names moving on shared catalysts.
All dossiersRIOT
Riot Platforms, Inc.
Legacy bitcoin miner re-rating into AI-datacenter landlord: AMD Rockdale lease contracted at 50MW/10yr/$311M, Q1 2026 booked $33.2M data-center revenue inside $167.22M total. Theme ACCELERATING and cluster-confirmed (IREN/Hut 8/TeraWulf),…
ALGM
Allegro MicroSystems, Inc.
Data-center power-IC re-rate intact fundamentally, but the 2026-06-05 rate-hike scare (Nasdaq -3%) reversed ALGM from a fresh ~$54.40 high to $46.39 a ~15% failed-breakout drop, back to the $46 consensus PT. 86% cyclical book sells with…
BE
Bloom Energy Corporation
On-site-power-for-AI narrative ACCELERATING and cluster-confirmed: Oracle's up-to-2.8GW Project Jupiter (Apr 27) plus the Nebius $2.6B/328MW deal (May 20) re-rated Bloom to AI-infra supplier on a ~$20B backlog and a Q1 turn to GAAP profit.…
FLEX
Flex Ltd.
Legacy EMS giant re-rating into an AI data-center power play: CPI segment +31% to $1.8B (Q4 FY26), spinning off Q1 CY2027 (SpinCo guide +65-75% FY27). Hard near-term catalyst: S&P 500 inclusion effective 2026-06-22. ~9% pullback to ~$152…
MPWR
Monolithic Power Systems, Inc.
AI data-center power narrative still ACCELERATING (Q1 Enterprise Data ~2x YoY to $262.8M; Q2 guide ~$900M midpoint, +35% YoY), but a Feb-26 non-reliance restatement and heavy CEO/insider selling are a fresh overhang. A 10% flush on 6/5 to…
NXT
Nextpower Inc.
AI-data-center-power re-rate is lifting NXT from solar-tracker picks-and-shovels toward power-infra platform: 2026-05-28 FY2027 guide raise ($4.0-4.4B rev) + $365M Prevalon storage buy + 10-desk PT cluster ($149-182). Theme ACCELERATING,…
TXN
Texas Instruments Incorporated
Analog cyclical recovery inflecting into an AI-data-center-power re-rate: TXN's new Data Center segment +90% YoY, Q1 rev +19% beat (2026-04-22), upgrade cluster (Seaport $400, BofA $370). Consolidating $308 under the $331.51 ATH with…
ENPH
Enphase Energy, Inc.
Washed-out resi-solar name re-rated ~+66%/month into a short squeeze on the IQ SST AI-data-center power-electronics pivot (announced 2026-04-28). Post-parabolic (RSI 73-77, 50<200-EMA) and the 2026-06-17 FOMC dot-plot is a direct rate…
FCEL
FuelCell Energy, Inc.
AI data-center-power parabola has broken FCEL fell ~30% in three sessions to $17.33 (Jun 5) into a binary Q2 print Monday 2026-06-08 before open. Still ~2x the $8.24 analyst PT (6 Hold/1 Sell/1 Strong Sell, 0 Buys), and the whole fuel-cell…
FPS
Forgent Power Solutions, Inc.
Industrial-power-for-AI name printed a ~30% revenue beat + raised FY26 guide (May 14), pulling a five-firm PT cluster to $51–60 then dropped a $1.34B sponsor-exit secondary at $47 (May 29) that capped the clean momentum leg. Theme…
KEEL
Keel Infrastructure Corp.
Bitfarms-reborn BTC-miner→AI-datacenter pivot (rebranded 2026-04-06). Re-rate still hinges on signing the first HPC/AI lease none signed. The upsized $400M convert (priced 06-05, ~$7.41 strike) confirmed the funding gap; stock rolled from…
MEI
Methode Electronics
Data-center power-distribution pivot (busbars/power delivery into AI racks, ~$120M annualized run rate) is the re-rating story that ran MEI ~3x off its $4.88 low. But it's a loss-making, ~4x net-levered legacy auto supplier now trading…