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JvJv89 retweeted

about 2 months ago

Today I added to my $POWI (Power Integrations) position, planting my flag in what I believe will be a massive Capex wave transforming the entire power semi space Currently, $NVTS is getting all the love which is fair, however... With the release of the specs for the upcoming architecture of the 800V Data center for VR200 it is quite clear that there will be a huge demand for high voltage GaN rather than high speed integration GaN in which NVTS provides The server rack will be scaling from 120 kW to 600 kW (!) The core issue isn't going to be how fast a chip can switch, it will be about how much raw voltage can actually survive Navitas flagship GaN tech (GaNFast and GaNSafe) maxes out at 650V It was originally designed for high speed switching in consumer electronics and lower volt apps not not megawatt scale AI infrastructure A 800V data center will instantly destroy a lone 650v chip. To participate, NVTS has to combine lower voltage components in a highly complex stacked build which creates clunky workarounds, wastes physical space, and introduces severe points of failure POWI's chips doesn't require these unnecessary workarounds Their InnoMux-2 is the ONLY chip on earth that features a 1700v switch on a single piece of silicon When NVDA starts to roll out these high power racks, a single PowiGaN chip will be able to handle it natively with an integrated safety buffer to spare Which is IMPORTANT because in the case of power spikes, POWI's voltage leaves a 900v buffer that is built to handle the power spikes without creating a power failure Let me put this into context for you guys If NVDA said F it let's skip 800v and go straight to 1200v DC POWI's 1700v chips are still able to handle the power consumption TODAY still with a SAFETY BUFFER Here is why $POWI is still undervalued: They didn't build the 1700v chip for AI They originally built it to handle unstable power grids in developing markets and heavy electric vehicle architectures When $NVDA shifted the Vera Rubin architecture to an 800V DC baseline, their engineers realized they needed a battle tested SINGLE chip solution to safely drive the background cooling infrastructure (fans, liquid pumps, and logic controllers) POWI was the only company in the world that had spent decades perfecting single chip high volt integration. That deep reliability is why they are co-designing power blueprints alongside NVIDIA TODAY If you track the projected power infrastructure spend per AI rack, the metrics are going vertical: Current (GB200): $36,000 per rack 2026 (Vera Rubin): $76,000 per rack 2027 (Vera Rubin Ultra / Kyber): >10x increase (Over $360,000 to $398,000+ per rack) POWI's TAM is literally multiplying right before our eyes Currently, their entire business is still being dragged down by legacy When you look at $POWI at surface level, you see flat YoY revenue, lower GAAP margins, and a high P/E ratio but don't be fooled, their PowiGaN product division is growing at over 40% annually and will continue to accelerate as the VR is deployed In February 2026, POWI even did a 7% workforce reduction to reallocate that money toward scaling DC revenue You are essentially paying a cyclical multiple for a boring legacy appliance business, and getting a structurally protected, high voltage AI pure play for free even after the initial move From a TA perspective, just look how coiled it is. Currently trading under it's HTF downtrend line while simultaneously allowing moving averages to play catch up It's only a matter of when not if imo this breaks out NFA. Research purposes only.

BryzonX's tweet photo. Today I added to my $POWI (Power Integrations) position, planting my flag in what I believe will be a massive Capex wave transforming the entire power semi space

Currently, $NVTS is getting all the love which is fair, however...

With the release of the specs for the upcoming architecture of the 800V Data center for VR200 it is quite clear that there will be a huge demand for high voltage GaN rather than high speed integration GaN in which NVTS provides

The server rack will be scaling from 120 kW to 600 kW (!)

The core issue isn't going to be how fast a chip can switch, it will be about how much raw voltage can actually survive

Navitas flagship GaN tech (GaNFast and GaNSafe) maxes out at 650V

It was originally designed for high speed switching in consumer electronics and lower volt apps not not megawatt scale AI infrastructure

A 800V data center will instantly destroy a lone 650v chip. To participate, NVTS has to combine lower voltage components in a highly complex stacked build which creates clunky workarounds, wastes physical space, and introduces severe points of failure

POWI's chips doesn't require these unnecessary workarounds

Their InnoMux-2 is the ONLY chip on earth that features a 1700v switch on a single piece of silicon

When NVDA starts to roll out these high power racks, a single PowiGaN chip will be able to handle it natively with an integrated safety buffer to spare

Which is IMPORTANT because in the case of power spikes, POWI's voltage leaves a 900v buffer that is built to handle the power spikes without creating a power failure

Let me put this into context for you guys

If NVDA said F it let's skip 800v and go straight to 1200v DC POWI's 1700v chips are still able to handle the power consumption TODAY still with a SAFETY BUFFER

Here is why $POWI is still undervalued:

They didn't build the 1700v chip for AI

They originally built it to handle unstable power grids in developing markets and heavy electric vehicle architectures

When $NVDA shifted the Vera Rubin architecture to an 800V DC baseline, their engineers realized they needed a battle tested SINGLE chip solution to safely drive the background cooling infrastructure (fans, liquid pumps, and logic controllers)

POWI was the only company in the world that had spent decades perfecting single chip high volt integration.

That deep reliability is why they are co-designing power blueprints alongside NVIDIA TODAY

If you track the projected power infrastructure spend per AI rack, the metrics are going vertical:

Current (GB200): $36,000 per rack

2026 (Vera Rubin): $76,000 per rack

2027 (Vera Rubin Ultra / Kyber): >10x increase (Over $360,000 to $398,000+ per rack)

POWI's TAM is literally multiplying right before our eyes

Currently, their entire business is still being dragged down by legacy

When you look at $POWI at surface level, you see flat YoY revenue, lower GAAP margins, and a high P/E ratio

but don't be fooled, their PowiGaN product division is growing at over 40% annually and will continue to accelerate as the VR is deployed

In February 2026, POWI even did a 7% workforce reduction to reallocate that money toward scaling DC revenue

You are essentially paying a cyclical multiple for a boring legacy appliance business, and getting a structurally protected, high voltage AI pure play for free even after the initial move

From a TA perspective, just look how coiled it is. Currently trading under it's HTF downtrend line while simultaneously allowing moving averages to play catch up

It's only a matter of when not if imo this breaks out

NFA. Research purposes only.

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