Alpha & Omega Semiconductor. Every tracked FinTwit mention of $AOSL, newest first. 40 mentions since the first on Apr 19, 2026. See the price chart.
June 2026 · 14 mentions
Jun 26
Serenity — Looks like Power Semis are already starting price hikes.
Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits.
China's Y…↗
Jun 25
Jason Luongo — 4. $AOSL - Alpha and Omega Semiconductor
Launched the SmartClamp DrMOS product family for AI server power delivery targeting 48V-800V architectures. Record Power IC revenue, now n…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 15
Serenity — @JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward.
(disclosure have exposure to xfab + navitas…↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 2
TheValueist — $AOSL 52w high (I mistakenly wrote ATH before). I’m long AOSL 12/18/26 c60. Still not my favorite of the power semi names, however Jensen is doing diligence for me and I’m yielding…↗
Jun 2
Jason Luongo — 6. $AOSL - Alpha & Omega Semiconductor
Board-level power delivery - the last stage before current hits the GPU. AI server and graphics card revenue more than doubled sequentially.…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 14 mentions
May 30
KawzInvests 🦑 — @PepInvestStocks Haha, good picks $PENG is one of my fav stocks currently $AOSL is also a great one. I need to look futher into $ENAFF. What do you like about it?↗
May 28
NoLimit — Since this post 2 weeks ago:
$OUST +57%
$AOSL +25%
$CLF +18%
$RCAT +16%
All four up. Average +29% in 2 weeks. See for yourself.
If you want to catch the next ones early, foll…↗
May 27
TheValueist — $IFX $VICR $MPWR $AOSL EXECUTIVE ASSESSMENT
The document is a Chinese-language Infineon customer notice dated 2026-05-26, marked confidential, signed by Andreas Urschitz, and anno…↗
TheValueist — $MPWR $POWI $AOSL $VICR Strong day for power semis. There will be tons of custom ASICs/silicon coming online over the next 3-5 years, and they need power-related chips. https://t.c…↗
Apr 27
InvestmentGuru — $AOSL — Alpha & Omega Semiconductor.
$AOSL has been one of the most explosive semiconductor moves of 2026 — nearly doubling from the low-$20s in late March to the $40s by April 2…↗
Apr 25
TheValueist — If you are looking for 800 VDC power and power semi names, someone I know already did a bunch of diligence for you. I hear they do good work.
$NVDA 800 VDC Architecture
https://t.…↗
— $AOSL $POWI $MPWR $NVTS Power semis absolutely ripped and held on to the gains to close the day. Jensen already did your diligence for you. https://t.co/4x550Ek4wf
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 20
Jason Luongo — 9. $AOSL - Alpha and Omega Semiconductor
Q1 revenue $182.5M. Power IC revenue hit a record high, up 37% YoY and now nearly 40% of total product revenue. Computing and Communicatio…↗
TheValueist — $AOSL KEY READ-THROUGHS FROM ALPHA & OMEGA SEMICONDUCTOR Q3 2026 EARNINGS CALL
Alpha & Omega Semiconductor’s Q3 2026 call provides a bifurcated cross-sector signal rather than evi…↗
May 6
TheValueist — $AOSL Alpha & Omega (NASDAQ:AOSL) reported quarterly losses of $(0.28) per share which beat the analyst consensus estimate of $(0.34) by 15.15 percent. This is a 180 percent decrea…↗
May 6
TheValueist — $AOSL all-time high today. Earnings post. Let's hope they deliver. https://t.co/UvtTICgHoM↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
Tradable Astronaut — The index is already surfacing the next movers.
$LWLG clean uptrend off March lows. +18% recently. ATH at 20.30 in sight.
$NVTS wedge breakout. ATH at 22.16 not far.
$USAR de…↗
May 3
Tradable Astronaut — Most traders find out about a stock after it already moved.
The Aion Index is built to flip that.
1183 tickers. 31 sector profiles. Scored daily using a proprietary multi-factor…↗
Tradable Astronaut — While the market went sideways this week the Aion Index kept printing winners.
$POET +19.6%
$NVTS +38.4%
$AOSL +32.6%
$SOXL +43.3%
$AEHR +111.9%
1,182 tickers scored daily.…↗
Apr 22
Daniel Koss — Added 2 new stocks today!
Both very high risk, but very high reward as well.
Thesis & investment ideas:
AI data centers are hitting a power wall. $NVDA racks now pull so much el…↗
Apr 22
TheValueist — Power semis continuing to rip. $GEV $VRT both with robust revenue growth guidance today (VRT down because short of wisper). Power semis definitely look like a strong candidate for…↗
Apr 21
TheValueist — Power semis pre. Feels like this sector will be the next big rip.
https://t.co/Zd7FlRao3K
$VICR $AOSL $VSH $POWI https://t.co/618izNlvOX↗
Apr 20
TheValueist — $VICR $AOSL $VSH $POWI Global Power Semiconductors: AI Infrastructure Creates a New Profit Pool, but the Industry Remains Bifurcated Between Mature Silicon, SiC Digestion, and Grid…↗
Apr 20
TheValueist — My US-Listed Power Semiconductor Tracker sorted by YTD.
$VICR $AOSL $VSH $POWI https://t.co/wTNaUKn30c↗
Apr 20
TheValueist — Out of control. $AOSL up ~19% today. https://t.co/TF3TBbnxG9↗
Apr 19
TheValueist — $AOSL Strategic Transformation, GAI Power Potential, and Investment Thesis.
Alpha and Omega Semiconductor Limited, is a small-cap firm transitioning from a simple component vendor…↗