$Wolfspeed(WOLF.US) and $Fluence Energy(FLNC.US) both rose by eight or nine points, driven by the same underlying trend fermenting—the demand from AI data centers is spilling over into power devices and the electricity side.
$Wolfspeed(WOLF.US) newly launched 3.3kV silicon carbide module directly targets data centers and energy infrastructure, also adding a layer of short covering; $Fluence Energy(FLNC.US) was named by Siemens and NVIDIA's AI factory reference design for energy storage, being the only battery energy storage partner among the seven designs.
Over these two years of computing power expansion, the certainty of demand shifting towards "electricity" is very high, and these two catalysts are precisely hitting this point.
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