$AOSL 0.32 Weak

Notable posts

• @StockSavvyShay neutral 793 eng

  THE 5 LAYERS OF AI POWER DELIVERY 1. Facility Power Intake • $CAT supplies backup generation • $GEV supplies grid equipment & gas turbines • $ETN provides switchgear, ATS & electrical distribution • $HUBB supplies grid & power distribution components • $NVT provides enclosures & electrical protection systems • $BE supplies on-site fuel cell power that helps bypass grid constraints 2. AC-to-DC Conversion • $ON supplies silicon carbide power devices • $POWI provides high-voltage AC-to-DC conversion ICs • $TXN provides power supply controllers & conversion ICs 3. Intermediate Bus Conversion • $VICR provides high-density intermediate bus modules 4. Point-of-Load • $AOSL supplies integrated power stages • $MPWR supplies point-of-load power for Nvidia systems • $ADI provides multiphase controllers & power management • $STM supplies SiC, GaN & power-management components for next-generation AI power delivery 5. The 800V DC Transition • $NVTS is working with $NVDA on its 800V HVDC roadmap • $VRT captures the transition through rack power, UPS & cooling infrastructure

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @wallstengine neutral 118 eng

  Today's Key Events (All EST) — 08/12/2026 07:00: US MBA Mortgage Applications 08:00: OPEC Monthly Report 08:30: US CPI Inflation data 13:00: US 10-Year Note Auction Before Open 👇 04:30: BETA Technologies $BETA 05:40: WeRide $WRD 06:00: T1 Energy $TE 06:00: Amcor $AMCR 06:00: National Vision $EYE 06:00: Global-e Online $GLBE 06:15: Brinker International $EAT 06:30: Liquidia $LQDA 06:30: Madison Square Garden $MSGE 06:45: Riskified $RSKD 06:50: Kontoor Brands $KTB 06:55: Trimble $TRMB 07:00: Nebius Group $NBIS 07:00: Humacyte $HUMA 07:00: Marex Group $MRX 07:00: Performance Food Group $PFGC 07:00: Fervo Energy $FRVO 07:00: Similarweb $SMWB 07:30: Altimmune $ALT 07:30: Nexxen International $NEXN After Hours 👇 16:00: STAAR Surgical $STAA 16:00: Alpha and Omega Semiconductor $AOSL 16:00: Grocery Outlet $GO 16:05: Cisco Systems $CSCO 16:05: Infleqtion $INFQ 16:05: Coherent $COHR 16:05: Enovix $ENVX 16:05: Virgin Galactic $SPCE 16:05: Spire Global $SPIR 16:05: EquipmentShare $EQPT 16:05: Stem $STEM 16:10: Jack in the Box $JACK 16:10: BBB Foods $TBBB 16:15: NANO Nuclear Energy $NNE 16:15: BitGo $BTGO 16:15: StubHub $STUB 16:55: Cerebras Systems $CBRS 17:45: Pan American Silver $PAAS 19:00: Liftoff Mobile $LFTO 19:00: Sunshine Silver Mining & Refining $SSMR 19:40: A2Z Cust2Mate Solutions $AZ Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 49 eng

  $AOSL Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $170.4M (Est. $168M) 🟢; -3.5% YoY 🔹 Adj. EPS: -$0.13 (Est. -$0.24) 🟢 🔹 Non-GAAP Gross Margin: 23.7%; -70 bps YoY Q1 Guide: 🔹 Revenue: $176M +/- $10M (Est. $181M) 🟡 🔹 GAAP Gross Margin: 23.8% +/- 1% 🔹 Non-GAAP Gross Margin: 24.5% +/- 1% 🔹 GAAP Operating Expenses: $52.5M +/- $1M 🔹 Non-GAAP Operating Expenses: $46.5M +/- $1M 🔹 Interest Income: $0.6M higher than interest expense 🔹 Tax Expense: $1.1M-$1.3M Other Q4 Metrics: 🔹 Cash and Cash Equivalents: $180.8M 🔹 Consolidated Cash Flow Used In Operating Activities: $10.0M Comments: 🔸 “continued strength in Advanced Computing — particularly AI and server applications — and in our Communications segment” 🔸 “ongoing softness in the traditional PC market tied to elevated memory pricing”

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• @wallstengine bullish 47 eng

  Lake Street Initiates Coverage on $AOSL with Buy Rating, PT $58 👀 Analyst comments: "Alpha and Omega Semiconductor is a power semiconductor pure-play with an expanding AI data center business and reaccelerating growth. With the March quarter marking the bottom for both revenue and gross margins, and a fortified balance sheet following a $150M monetization of the company’s Chongqing JV stake to fund an accelerating R&D roadmap for growth, we believe AOS presents an attractive risk/reward opportunity trading at a material discount to power semiconductor peers. We are initiating coverage with a Buy rating and a $58 price target." Analyst: Tyler Burmeister

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• @TENETTRADEGROUP neutral 27 eng

  Tenet Pre-Market Movers August.13.26 $ARX $CURI $HLIT $OMER $ENS $BIRK $CGEM $GO $AZ $HPQ $FOSL $JACK $IREN $CLBT $STUB $CBRS $DKL $PLGO $AOSL $LUNR $SPCE $TPR $ANDG $COHR $CSCO $OPEN $RKLB @ripster47 | @tenet_research | @TenetCharts https://t.co/TmrM5f46vy

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