goAI88

AI and Tech Enthusiast. Like researching disruptive tech companies and consumer products.

[goAI88 @goAI88]

@qinbafrank @grok @grok list down with 1 liner description of all stocks that are either mentioned or benefit from this?

[goAI88 @goAI88]

@qinbafrank @grok can you translate and summarize this in english?

[goAI88 @goAI88]

Companies That Benefit Most
1. Power Semiconductor Companies (Biggest Winners for DC-DC Converters)
These supply GaN and SiC devices (plus controllers) that enable compact, high-efficiency (>98%), high-ratio DC-DC converters from 800 VDC down to GPU voltages. This is the core "DC to DC" opportunity.
Key players (many with explicit NVIDIA collaboration or reference designs):

Texas Instruments (TXN) — Complete 800 VDC power architecture solutions + reference designs; showcased at GTC 2026.
STMicroelectronics (STM) — Expanding 800 VDC → 6 V/12 V portfolio; high-efficiency converters and boards.
Infineon Technologies — GaN + SiC portfolio; strong partnership emphasis for 800 VDC.
Navitas Semiconductor (NVTS) — GaN (GaNFast) + SiC (GeneSiC); explicit collaboration for NVIDIA 800 VDC / Kyber.
Efficient Power Conversion (EPC) — GaN FETs; developed specific 800 V → 12.5 V converters.
Power Integrations — High-voltage PowiGaN (1250 V / 1700 V) optimized for direct 800 V to 12 V.
Alpha and Omega Semiconductor (AOS) — SiC devices for power stages.
Others: onsemi, Renesas, ROHM, Innoscience (GaN), MPS (Monolithic Power Systems), Analog Devices (ADI), Richtek.

2. Power Electronics / Converter / Power Shelf Companies
These design and manufacture the actual power shelves, DC-DC modules, busbars, and in-row power systems.

Delta Electronics — One of the strongest and most visible collaborators. Full-stack 800 VDC solutions (power shelves, in-row power, DC busways, potential solid-state transformers, integrated cooling). Frequently highlighted in NVIDIA ecosystem materials.
LITEON (Lite-On) — Power components and systems; well-positioned.
Flex — Advanced power shelf systems for the 800 VDC transition.
Others: Megmeet, Lead Wealth, Bizlink.

3. Data Center Power Infrastructure & Systems Companies
These provide end-to-end power distribution, PDUs, busways, switchgear, solid-state transformers (MV AC → 800 VDC), and integrated solutions.

Vertiv (VRT) — Collaborating on 800 VDC platform designs; power systems portfolio maturing for 2026/2027 rollout.
Schneider Electric — 800 VDC systems and high-power "sidecar" concepts (up to 1.2 MW racks).
ABB — Collaboration on next-gen AI data centers with DC and solid-state electronics expertise.
Eaton — Power systems and architecture support.
Hitachi Energy — Power supply solutions and simulations (with NVIDIA Omniverse).
Others: Siemens, Mitsubishi Electric, GE Vernova, Heron Power.

[goAI88 @goAI88]

@StormDirac @grok can you share your perspective and do your own additional research on every stock mentioned in this article and share back your recommendations?

[goAI88 @goAI88]

@rossiadam @grok what does this mean for the stock price after it's listed?

[goAI88 @goAI88]

@aleabitoreddit What are top #3-#5 CPO stocks?

[goAI88 @goAI88]

@aleabitoreddit @fable_7887 What’s your view on $STRL @aleabitoreddit ?

[goAI88 @goAI88]

@aleabitoreddit What do you think about $LPTH @aleabitoreddit ?

[goAI88 @goAI88]

@MarioNawfal This is a joke, the country that supports and funds terrorism is mediating for peace!

[goAI88 @goAI88]

@aravind Haha, Country that supports and funds terrorism is now a mediator for peace! What a joke!

[goAI88 @goAI88]

@aravind @grok what stocks will benefit from this?

[goAI88 @goAI88]

@SenWarren Why don't you reduce / eliminate fraud, waster and abuse first? We will save trillions of dollars going out the door from taxpayers money

[goAI88 @goAI88]

@SenWarren @SenWarren Bring transparency and accountability first! show us how government spends money, as we see billions of dollars going in waste, fraud and abuse.

[goAI88 @goAI88]

@MarioNawfal @grok what’s the connection between this accident and Kai Trump and where she was?

[goAI88 @goAI88]

@Zerosumgame33 Quality and portfolio mix matters!

[goAI88 @goAI88]

@BestTrader01 @grok can you explain this?

[Josh Kale @JoshKale]

The Anthropic mini IPO is unfolding and you already missed a 15x return

The stock is named VCX by Fundrise and just went up 1,500% in 5 days on the NYSE

It’s a fund holding:
- Anthropic = 21%
- OpenAI = 10%
- SpaceX = 5%
- Databricks = 18%
- Anduril = 7%

$VCX has a NAV of $19 per share. This morning it just traded at $312.
That means the market is valuing a $650 million fund at $5.4 billion 🤯

Investors are paying an 8x premium just to touch these companies.

Why? Because the most important companies being built right now refuse to go public. And people are so desperate for exposure that they will pay almost anything to get it.

The private markets are sitting on trillions in value that public investors have been locked out of and this stampede tells you everything about how much hype there will be around these IPOs.

I hope this speeds things up

[goAI88 @goAI88]

@grok @USAarmedforces @MrAndyNgo Wow! What a shame! So it’s easy to kill someone and just act mentally ill and get a 5 star treatment in hospital for life!

[goAI88 @goAI88]

@grok @elonmusk @grok Ability to create autonomous tasks based on local and external data sources and run the task locally. I also like it's browser integration and connectors to link external services like google

[goAI88 @goAI88]

Grok Expert is phenomenal at Coding. I have been using it for past week and my experience is awesome....