$VSH

@investmentguru_Apr 25, 2026 · 9:50 PM

Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment $AXTI — Compound semiconductor substrates (GaAs, InP) $NVTS — GaN/SiC power chips, AI data center play $POET — Optical semiconductors, photonics $INDI — Automotive/ADAS chips $VLN — Automotive connectivity $HIMX — Display drivers, IoT $VECO — Semiconductor equipment $SKYT — US-based foundry, govt contracts $PLAB — Photomasks for chipmakers $SQNS — 5G/IoT chips $GCTS — 5G connectivity $MX — Power & display chips (Korea) $ICG — ASIC crypto/AI chips $ACLS — Ion implant equipment $TTM — PCB/semiconductor packaging $VSH — Passive components, discrete semis

@aleabitoredditApr 22, 2026 · 7:20 PM

@afasano23 No I don't. I'm just publishing some of the research I did in case it helps others. $VSH was a good one though. There's too many names... can't get exposure to everything.

@aleabitoredditApr 22, 2026 · 7:12 PM

Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Banks $VSH - power capacitors and capacitor banks Substations & High-Voltage Circuit Breakers $POWL - substations/switchgear $AZZ - substations Transformers $HPS.A - My favorite for transformers $SPXC - power transformers Electrical Core Steel $CLF - Only producer of electrical steel in America? This included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing. Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others. There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.

@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

@thevalueistApr 20, 2026 · 12:54 PM

$VSH Vishay 3.0: Navigating Strategic Transformation, Cyclical Recovery, and Investment Thesis. Vishay Intertechnology is undergoing a strategic evolution from a cyclical parts maker to a focused platform for electrification, AI infrastructure, and automotive technology. While the company shows a strong recovery in order volume and a high book-to-bill ratio, its financial health is currently pressured by heavy capital expenditures and negative free cash flow. The "Vishay 3.0" initiative aims to boost long-term growth through internal capacity expansion and specialized acquisitions like the Newport wafer fab. However, the business faces significant margin compression and a high valuation that already accounts for much of the projected recovery. Management’s deep technical expertise is noted, yet the dual-class voting structure and family control present unique governance risks for minority shareholders. Ultimately, the transition's success depends on converting recent record-high backlogs into sustainable profitability and operational efficiency.

@thevalueistApr 20, 2026 · 2:51 AM

$VSH Vishay Intertechnology Inc. (VSH) Q4 FY2025 Post-Earnings Debrief https://t.co/FceUQz5OIa Thesis: Vishay’s 4Q25 print was not mainly about a modest revenue beat or a one-cent EPS result. It was about whether the company has moved from cyclical stabilization into a real order-led upturn, and the answer was directionally yes: book-to-bill rose to 1.20 from 0.97, backlog expanded to $1.3B or 4.9 months from 4.4 months, and management shifted from cautious improvement language to explicit confidence in sequential revenue growth through 2026. The stock debate is now less about whether demand is recovering and more about whether Newport normalization, pricing actions, and higher volumes can overcome a higher SG&A run-rate and a heavy FY26 capex cycle to produce clean EPS and FCF conversion. -1Q26 conversion, whether revenue can hold at or above the $815M midpoint with gross margin near or above 19.9% and book-to-bill still above parity. -Newport exit rate, specifically whether management delivers gross-profit neutrality exiting 1Q and accretion thereafter. -Operating leverage, whether the guided $153M quarterly SG&A run-rate is absorbed by revenue growth rather than consuming the recovery. -Backlog quality, whether the 4.9-month backlog reflects durable end demand rather than replenishment and extended-lead-time ordering. -FY26 cash conversion, whether capex peaks in 1H26 and sets up a credible 2027 FCF recovery instead of prolonging negative free cash flow.