$POWI
1/10Does he own it?
POWI never appears as a first-person position. Every mention is contextual: he cites it as an XFAB foundry customer, an Nvidia 800V power-semi peer, and a line item on a crowd-sourced idea list. The only stock he says he bought is XFAB. No "I'm long/added/holding" language for POWI.
His thesis
No standalone thesis on POWI. It surfaces only as supporting evidence for his XFAB long: POWI is named as a customer that cites XFAB as its foundry, and as one of several beneficiaries of Nvidia's 800V DC power-semiconductor push (SiC/GaN). It also appears on a reader-submitted list of 800V-related names ranked by market cap (~$4.3B). He offers no view, target, or buy/sell signal on POWI itself.
How his view evolved
Consistently a peripheral reference. From late May to early June it recurs only to validate the XFAB foundry/power-semi narrative and once on a crowd-compiled list. No development of any independent POWI view.
Key points
- Cited as an XFAB foundry customer per filings, not as a holding
- Grouped with power-semi peers riding Nvidia's 800V DC transition
- Appears on a reader-sourced 800V idea list (~$4.3B MC), no personal stance
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $POWI on X ↗