Analog Devices (ADI): Hoarding silicon for the AI power war [Q2 2026]

Analog Devices posted massive Q2 2026 margins, but beneath the headlines, the hardware giant is hoarding raw silicon and aggressively acquiring tech to capture the impending AI infrastructure boom.In ~10 minutes:• Why ADI bought Empower Semi to solve GPU voltage bottlenecks• How one-off channel repricing artificially boosted 73% gross margins• The strategic gamble of purposefully hoarding 168 days of inventory• How China's ADAS deployment unexpectedly saved the automotive segmentDespite logging record sequential revenue growth of over 14%, Wall Street immediately punished the stock. We unpack how stretching customer payments and a projected margin dip offset an otherwise bulletproof datacenter narrative, leaving management heavily reliant on a massive 2027 infrastructure cycle paying off. 🔌Analog Devices (ADI) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.