Buy RELL by Sep 8, 2026.

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) …