The speculative turnaround candidate with the AI data center joker
An extremely high short-sell ratio of around 17% forms the perfect powder keg for a short squeeze, as bears are caught cold on the wrong foot by the rapid operational recovery and AI fantasy.
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SolarEdge (SEDG) violently emancipates itself from the crisis-ridden solar market and reinvents itself as a critical power supplier for the AI revolution. Mastery of direct current architecture (DC-Coupling) precisely addresses the physical Achilles' heel of tech giants: the massive power supply needed for AI data centers. Whoever can convert 34.5 kilovolts with over 99% efficiency directly into the 800-volt direct current infrastructure mandated by NVIDIA transforms from a pure inverter manufacturer into an important AI player. The management...
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