$MX
Everyone is chasing NVDA/MU while AI infrastructure is quietly turning into a power delivery + efficiency problem too.
MX is a small-cap Korean semiconductor company pivoting toward power semis used in:
\- AI servers
\- data centers
\- high-performance infrastructure
Recent catalysts:
\-showcasing AI/data center products at PCIM Europe
turnaround/restructuring story under semiconductor veteran Camillo Martino
\- AI infra trade broadening beyond just GPUs
Not saying this is the next Nvidia. But feels like the kind of low-attention AI infrastructure sympathy play that can move hard if momentum rotates into second-wave semi names.