#D2TS_Picks
#NVTS Powering the AI data center build-out with GaN and SiC technology, Navitas is expanding its footprint via 800V architectures with NVIDIA and the Claros acquisition, positioning high-power markets to drive sequential growth.
For Detailed analysis 👉 https://t.me/c/2454754655/10141
#ACMR Benefiting from surging demand in AI, HBM, and advanced packaging, ACMR’s Q2 electroplating and packaging sales surged triple digits, fueling a ~$2.5B backlog and raised FY26 guidance.
For Detailed analysis 👉 https://t.me/c/2454754655/10276
#CLDX De-risking its core immunology pipeline after positive Phase 3 chronic spontaneous urticaria (CSU) results, Celldex is targeting multibillion-dollar mast-cell indications backed by substantial institutional accumulation.
For Detailed analysis 👉 https://t.me/c/2454754655/8456
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