Who mentions $POWI most on Surfaced?

@thevalueist (TheValueist) mentions $POWI most — 11 mentions in the past 12 months.

When was $POWI first mentioned on Surfaced?

The earliest tracked mention of $POWI in the Surfaced archive was on Oct 14, 2025.

How many voices track $POWI?

12 FinTwit voices have mentioned $POWI 35 times in the past 12 months.

What kind of voices mention $POWI most?

$POWI is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$POWI

Power Integrations Inc

$POWI

Power Integrations Inc

Past 12mo:35mentions12voices

All voices7 calls since Apr 2026show all

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About this stock

$POWI has been discussed by 12 distinct FinTwit voices over a 12-month period from October 2025 through June 2026, accumulating 35 total mentions. The most active voice discussing the stock is @thevalueist with 11 mentions, followed by @aleabitoreddit with 8 mentions. The dominant discussion category centers on long research, with voices analyzing Power Integrations within the broader context of power semiconductor trends and infrastructure needs.

AI-generated from tracked posts · updated Aug 16, 2026

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Recent calls

7 calls

@aleabitoredditJun 26, 2026 · 12:34 AM

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 Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product range by 10%-15%, July 1. Chongqing China Resources Micro, Silan Microelectronics, and NCE Power also price hiked. “Demand is playing a larger role than costs in the latest round of price increases” from AI DCs, to energy systems, and new EVs. Another potential beneficiary is the upstream material companies that make these: - nonferrous metals like copper and tin. -Plastic molding compounds - chemicals, and packaging consumables “Nearly all major Chinese power semiconductor makers have raised prices in 2026.” (Digitimes) So positive read through on power semi adjacent (reduce China-driven price pressure + better pricing + demand validation)

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@cobraalertsJun 18, 2026 · 3:33 PM

$POWI 130 CALL 7/17 @ .95 🐍🚨

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@vulturetradesJun 18, 2026 · 3:30 PM

$POWI 130 Call 7/17 at 1.15 🚨 (below my avg)

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@jasonl_capitalJun 2, 2026 · 2:18 PM

4. $POWI - Power Integrations The only company shipping 1250V and 1700V single-chip GaN switches in production. Built reference designs optimized for NVIDIA's Kyber liquid-cooled blade-rack architecture. PowiGaN product revenue grew over 40% in 2025. Management estimates their data center addressable market will exceed $1B by 2030.

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@investmentguru_May 27, 2026 · 11:13 AM

$POWI — Power Integrations Nobody’s talking about this one, but they should be. POWI just ripped +18% in a single session, climbing from the low $70s to close around $84 — a decisive momentum shift after weeks of base-building. The thesis is simple: Power Integrations designs high-voltage analog chips that sit inside every power supply, EV charger, industrial system, and increasingly, AI data center power unit — meaning every watt of electricity that enters a compute rack likely passed through their silicon. Q1 revenue came in at ~$108M with gross margins near 54% , showing this isn’t a hype story — the fundamentals are intact. With the AI electricity supercycle just getting started and data center power density requirements doubling every few years, $POWI is exactly the kind of unsexy, high-margin infrastructure name that tends to get re-rated hard once the market catches on. Not financial advice.

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@thevalueistApr 22, 2026 · 2:35 PM

Big buyer of $POWI 10/16/26 c80 this morning. Maybe they read my write-up. I'm long the same instrument. https://t.co/OtQL8eHk4g

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@thevalueistApr 21, 2026 · 5:52 PM

$POWI Power Integrations is a semiconductor firm specializing in high-voltage power conversion. While the company possesses proprietary Gallium Nitride (GaN) technology and a robust balance sheet, it currently faces a high valuation alongside depressed earnings caused by weak consumer demand. Management is aggressively pivoting toward high-growth sectors like AI data centers, electric vehicles, and industrial infrastructure to restore operating leverage. To support this transition, the company has undergone a complete leadership overhaul, appointing a new CEO and CFO to improve execution and cost discipline. Investors remain focused on whether these strategic shifts can translate technical differentiation into material revenue growth by 2027. Ultimately, the text evaluates the firm as a high-quality technology play whose future success depends on moving beyond cyclical appliance markets into secular electrification trends.

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