3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August
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The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the mispricing
The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the mispricing
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