$HUBB 0.52 Developing

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 bullish 707 eng

  Morgan Stanley sees data center power demand growing ~9x to nearly 79 GW by 2029. At ~$25M of annual compute revenue per MW, that implies up to $2T of compute revenue and makes entire power stack a picks and shovels opportunity for the AI buildout: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @StockSavvyShay bullish 421 eng

  Bernstein shows data center modularization shifting more value toward power and cooling rewarding companies that can industrialize AI buildout while making already energized sites even scarcer: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @Venu_7_ bullish 353 eng

  Elon says 15GW of AI compute produced in 2027 may not be able to come online that same year. The constraint isn’t just power generation. Transformers, switchgear, grid interconnections, wiring and cooling all need to scale. Companies positioned across that buildout: Generation: $GEV $BE $VST $CEG Electrical/Grid: $ETN $POWL $HUBB $FPS Build: $PWR $FIX $EME Cooling/Power: $VRT $NVT $MOD AI infrastructure is expanding beyond chips into the physical infrastructure required to power them.

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