$IFNNY
Infineon Technologies2/10Does he own it?
Across all three mentions, IFNNY appears only as one item inside large thematic lists (SiC/GaN power-delivery bottleneck mapping, a list performance tracker, and a crowd-sourced 800V DC idea list). No first-person buying, holding, adding, or sizing language. He explicitly names his real conviction picks elsewhere (memory/photonics), not Infineon.
His thesis
Infineon is slotted into his semiconductor supply-chain framework as a SiC/GaN power-delivery play, part of the broader AI/datacenter and 800V DC power buildout theme. It is treated as a relevant beneficiary of power-delivery innovation and a constituent of his thematic bottleneck and 800V DC idea baskets, but never singled out as a high-conviction personal pick.
How his view evolved
Consistently a peripheral list entry. Early February: a power-delivery component in the bottleneck framework, then tracked in the basket performance update. By June it reappears only as the top-market-cap name in a reader-sourced 800V DC list. No deepening personal view.
Key points
- Categorized as a SiC/GaN power-delivery name in his AI semiconductor bottleneck framework
- Appears only inside large thematic baskets, never as a standalone conviction call
- His stated personal bullishness is on memory/photonics names, not Infineon
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $IFNNY on X ↗