Jun. 18 at 7:16 PM
Here’s what the Power & Energy Semi leaderboard looks like: YTD returns
$MPWR +63%
$GEV +56%
$ADI +54%
$ETN +29%
This YTD power semiconductor and infrastructure leaderboard displays pristine right-side focus: the smart money is aggressively re-rating the entire electricity stack—from specialized PMICs to gigawatt-scale grid systems.
Sector frontrunner
$MPWR (+63% YTD) is displaying intense institutional accumulation as its 48V/800V voltage regulation platforms for AI clusters drive robust Q2 revenue guidance up to
$910M. Analog heavyweight
$ADI matches this velocity via high-margin data-center power modules.
Equipment king
$GEV (GE Vernova) spearheaded the tape following a stellar "Outperform" initiation from Bernstein with an aggressive
$1,206 price target, driven by a massive quarterly electrification backlog that exceeded all of last year's volume. Infrastructure giant
$ETN accelerates alongside this momentum.
where are you chasing the alpha? Drop your entries below! 👇
