$NVTS

Does he own it?

Two explicit first-person disclosures support ownership: he states he has very small personal exposure to NVTS (Apr 22) and later remarks that his NVTS position already doubled (May 26). Confirmed holding, but self-described as small. No explicit portfolio percent given.

His thesis

NVTS is a GaN/SiC power-semiconductor beneficiary of Nvidia's push to 800V DC datacenter power architecture. He frames it as a patriotic US-supply-chain/national-security play backed by CHIPS Act funding and named as an Nvidia power partner. He treats it as a core reference name for the broader power-semi trade, though his deeper research and higher conviction shifted toward XFAB (the foundry many of these players use), with NVTS serving mainly as a comparable/benchmark.

How his view evolved

Started citing NVTS as a CHIPS Act / national-security name, then disclosed a small personal position, noted it doubled quickly. Over time it became a recurring benchmark for the 800V power-semi theme while his focus rotated to XFAB.

Key points

• Disclosed small personal NVTS exposure tied to 800V GaN/SiC theme
• Later said his position had already doubled
• Used mainly as a benchmark; deeper conviction moved to XFAB

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $NVTS on X ↗