$POWI

@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.

@aleabitoredditMay 27, 2026 · 7:29 AM

$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO exposure with $NVDA as evaluation stage for high volume manufacturing (optical transceivers/switches) > The only high-volume SiC foundry in the US. > One of the critical MEMS foundries > ~1.29 P/B, which was around what $SOI was sitting at when I went long. Depressed valuations due to legacy drag > ~6.5-8.5 fwd p/e 2028 personal est. > backstopped by Government: - EU CHIPS act, $128M Euros - US CHIPS act $50M PMT (department of commerce). With likely more coming (just signals critical importance to Western supply chains). So at a certain point with all the grants, they’re just getting the capex funded by the Governments. EU CHIPS act 2 is coming out this week, and I’m gonna go ahead and guess $XFAB might get included given they were before, and this package is specifically targeting photonics. ~$1.3B MC seems compelling to me if it can pull a Soitec reversal (low p/b, very high growth segments, auto legacy drag). As for the $NVDA silicon photonics relationships it’s under “photonixFAB”. Markets probably missed this silicon photonics relationship (like $TSEM when I went long) with Nvidia since XFab leads this… Just under a different name. For power semis, XFAB is named for SiC + $NVTS. In PCN-22181, $POWI explicitly names XFAB as its foundry.  Given its exposure to power semis and photonics as growth, low P/B, gov backstop (of course dyor, just sharing my personal thoughts) Thought it personally seemed compelling.

@aleabitoredditMay 27, 2026 · 2:49 AM

@theincomewheel It’s not, but congrats to $POWI investors lol https://t.co/717CwGRGvf

@thevalueistMay 26, 2026 · 8:47 PM

$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

@thevalueistMay 26, 2026 · 1:37 PM

$POWI going long and strong +17.5% after dropping below $70 a few days ago. Get involved in Club Valueist. https://t.co/xplBcvJvam

@thevalueistMay 25, 2026 · 1:43 AM

$NVTS $WOLF $POWI $IPWR Updated analysis - 05/24/26 8:48 PM ET Original tweet: https://t.co/oIcwWc8uOu METHODOLOGY • Source capture: authenticated X API refresh of the root post, conversation replies/nested replies, and quote endpoint rows. • Counting unit: comment-level occurrence. A ticker/company counts once per comment, even if repeated. • Exclusions: root-post examples excluded; spam/prompt-copy excluded; self-quotes/RT artifacts and duplicate RTs excluded; Grok summaries excluded; context-only comps/suppliers/customers/counterparties excluded; historical/caution-only mentions and pure questions excluded. • Normalization: $2577.HK / Innoscience grouped as INNOSCIENCE/02577; Infineon grouped as INFINEON (IFX/IFNNY); Ceres grouped as CWR/CWR.L; XFAB / https://t.co/4IKaXKAWop grouped as XFAB/XFAB.PA. SOURCE COMPLETENESS VS ORIGINAL RUN • Original run: 341 captured reply items + 3 quote endpoint rows. Root showed 162 replies and 4 quote posts. • Current run: 1,634 captured reply items + 45 cumulative quote endpoint rows. Current quote endpoint returned 44 rows. Root now shows 453 replies and 20 quote posts. • Root reply count: 162 -> 453, +291 / +180%. • Root quote count: 4 -> 20, +16 / +400%. • Captured reply items: 341 -> 1,634, +1,293 / +379%. • Counted pick occurrences: 111 -> 345, +234 / +211%. • Unique picks: 58 -> 126, +68 / +117%. • Picks with 2+ mentions: 18 -> 59, +41 / +228%. UPDATED PICK COUNTS 36: NVTS 24: WOLF 14: POWI 13: IPWR 12: INNOSCIENCE/02577 11: AOSL, VICR 10: INFINEON (IFX/IFNNY) 6: FCEL, GFS, OUST 5: HYLN, PPSI, RELL, SEDG, VIVO 4: CWR/CWR.L, DGXX, ENPH, HIVE 3: AMPG, ATOM, EOSE, FLNC, GCTS, HGRAF, INV, TE, VLN, VPG 2: ALKAL, AMBA, AMSC, APLD, BE, BRUN, ENSI, GRRR, INDI, INFQ, IREN, KALRAY, KEEL, LEU, LPTH, LUMN, NBIS, NNBR, NOK, POET, RENESAS, RGTI, SMOL, STM, TRT, TSLA, VSH, WYFI, XFAB/XFAB.PA 1: 67 additional single-mention names saved in the dataset. BIGGEST MOVES VS ORIGINAL RUN • NVTS: 10 -> 36 (+26 / +260%) • WOLF: 8 -> 24 (+16 / +200%) • POWI: 6 -> 14 (+8 / +133%) • IPWR: 5 -> 13 (+8 / +160%) • INNOSCIENCE/02577: 4 -> 12 (+8 / +200%) • AOSL: 3 -> 11 (+8 / +267%) • INFINEON: 3 -> 10 (+7 / +233%) • VICR: 6 -> 11 (+5 / +83%) • GFS: 1 -> 6 (+5 / +500%) • HYLN: 0 -> 5 (+5) • PPSI: 0 -> 5 (+5) • RELL: 0 -> 5 (+5) • OUST: 3 -> 6 (+3 / +100%) • SEDG: 2 -> 5 (+3 / +150%) • VIVO: 2 -> 5 (+3 / +150%) • DGXX: 1 -> 4 (+3 / +300%) • ENPH: 1 -> 4 (+3 / +300%) • GCTS: 0 -> 3 (+3) • VPG: 0 -> 3 (+3) BIGGEST MOVES SINCE 4:34 PM ET UPDATE • AOSL: 9 -> 11 (+2) • NNBR: 0 -> 2 (+2) • XFAB/XFAB.PA: 0 -> 2 (+2) • NVTS: 35 -> 36 (+1) • WOLF: 23 -> 24 (+1) • POWI: 13 -> 14 (+1) • INNOSCIENCE/02577: 11 -> 12 (+1) • VIVO: 4 -> 5 (+1) • HGRAF: 2 -> 3 (+1) • GRRR: 1 -> 2 (+1) READ-THROUGH [FACT] NVTS remains the dominant crowd pick at 36 occurrences, up from 10 in the original run. [FACT] WOLF remains #2 at 24, up from 8. [FACT] The next cluster is now POWI/IPWR/Innoscience/AOSL/VICR/Infineon rather than a single challenger. [INFERENCE, Medium] The thread has matured from a narrow NVTS/WOLF GaN-SiC debate into a broader 800 VDC power-architecture basket, with late incremental interest in AOSL, NNBR, and XFAB/XFAB.PA. Underlying JSON/CSV data has been saved for another refresh. Source: Original X post, authenticated X API conversation/reply capture, and X quote endpoint refresh for https://t.co/oIcwWc8uOu, captured/refreshed 05/24/26 8:48 PM ET.

@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories. Multi-year secular trend just getting started. 🏗️ AI INFRA $SGH · $SKYT · $AVGO · $NVDA · $ARM · $CRDO · $MRVL → The “Nvidia-only” era is over. The full stack is getting priced in. ⚡ POWER $POWI · $TXN · $MPWR · $VICR · $GANX · $AEHR → AI data centers are power monsters. Unsexy. Essential. Increasingly scarce. 🔬 FUTURE-TECH $LWLG · $AXTI · $POET · $TSEM · $GFS · $IPGP → Silicon photonics foundry capacity = national strategic asset. 🛠️ EQUIPMENT $AMAT · $LRCX · $KLAC · $ASML · $ONTO · $ACMR → Without these, nothing above gets built. Map the full stack. That’s where the alpha is. Not financial advice. DYOR

@thevalueistApr 30, 2026 · 7:39 PM

$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.co/CF3TjfG8jy

@thevalueistApr 25, 2026 · 11:37 AM

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.co/diDH0mysPo $AOSL $POWI $MPWR $VRT https://t.co/mlPUtDsw0n

@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

@thevalueistApr 22, 2026 · 2:13 PM

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 GAI hype trade for H2-2026. https://t.co/Zd7FlRao3K $VICR $POWI $AOSL $NVTS https://t.co/1VCG47cC76

@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.

@thevalueistApr 21, 2026 · 11:33 AM

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

@thevalueistApr 20, 2026 · 7:04 PM

$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-to-Core Winners https://t.co/265B1T9nIz Bottom Line: The global power semiconductor industry should be underwritten as 2 overlapping markets rather than 1. The narrow discrete and module layer is a roughly $32.8bn market, while the broader investable power stack, including PMICs, drivers, controllers, battery-management ICs, smart power stages, protection, and wide-bandgap devices, is closer to $57bn in 2025 and still only mid-single-digit growth at the aggregate level. The real strategic split is therefore not growth versus no growth, but where mix is moving. Broad silicon power remains mature and manufacturing-intensive, automotive and industrial remain the economic center of gravity, and upstream SiC is in cyclical digestion after a 2019-2024 capacity build. At the same time, AI infrastructure is creating a localized demand shock in low-voltage, high-current, high-frequency power delivery, higher-voltage front-end conversion, specialty BCD, GaN, smart power stages, advanced packaging, and grid-facing electrical infrastructure. The most durable winners are likely to be companies that combine multiple material systems, content across multiple stages of the grid-to-core chain, specialty manufacturing and packaging leverage, and architecture-level customer intimacy. The most important analytical mistake is to treat broad SiC oversupply as broad power-semiconductor weakness. The sharper conclusion is that the sector is becoming a strategic infrastructure layer for electrification and AI, but profits are being redistributed unevenly toward solution-complete vendors and select foundry, materials, and packaging enablers rather than toward the entire category equally.

@thevalueistApr 20, 2026 · 5:46 PM

My US-Listed Power Semiconductor Tracker sorted by YTD. $VICR $AOSL $VSH $POWI https://t.co/wTNaUKn30c