Wells Fargo believes Monolithic Power could benefit as Nvidia’s Rubin scales, making it a subtle picks-and-shovels play.

Rezolve AI boosts conversion with Brain Commerce, Checkout and Brainpowa LLM as 2025 equity raises expand the revenue base.

Wolfspeed holds a key SiC position with OEM ties and IP, priced at ~8x sales as a 200mm ramp, utilization, and margins remain ...