Power Integrations. Every tracked FinTwit mention of $POWI, newest first. 35 mentions since the first on Oct 14, 2025. See the price chart.
June 2026 · 17 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 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 19
CK Capital — Some stocks I've been looking into this long weekend.
$POWI
$AGX
$OUST
$AIRJ
$TRT
Very different sectors and all interesting companies.↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
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
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
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 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 3
Serenity — The difference between NASDAQ and EU listing:
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon…↗
Jun 2
Jason Luongo — 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…↗
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…↗
Jun 1
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
May 2026 · 8 mentions
May 27
Serenity — Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical th…↗
May 27
InvestmentGuru — $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 decis…↗
May 27
Serenity — $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.…↗
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 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.…↗
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…↗
TheValueist — $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↗
May 26
TheValueist — $POWI going long and strong +17.5% after dropping below $70 a few days ago. Get involved in Club Valueist. https://t.co/xplBcvJvam↗
May 25
TheValueist — $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,…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
— 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
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 — $POWI Power Integrations is a semiconductor firm specializing in high-voltage power conversion. While the company possesses proprietary Gallium Nitride (GaN) technology and a robus…↗
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↗