- Entry
- $16.34
- Final
- $17.63 +7.9%
- Target
- —
- Score
- +0.79
Everyone is chasing NVDA, SMCI, or the utility/nuclear stocks for power. But I wanted to find the deeper suppliers—specifically, companies that are classified as legacy industrial businesses but are actually quite hard to bypass for the next phase of AI scaling. I think Richardson Electronics ($RELL) fits this bill. Here is why the thesis looks interesting. 1. The Power Quality Bottleneck AI clusters consume an absurd amount of power, but it’s also about power quality. Next-gen architectures (like Nvidia’s GB200) …
— ORIGINAL POST ·
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
· r/pennystocks
· Jun 10, 2026