Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR - $12.8B 6. $LFUS - $11.57B 7. https://t.co/1unM4FPf65 - $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B 10. $NVTS - $5.77B 11. $POWI - $4.30B 12. $BDC - $4.18B 13. $EOSE - $3.86B 14. $SEDG - $3.82B 15. $AEHR - $3.1B 16. 6890.T - $2.66B 17. $WOLF - $2.16B 18. $CWR.L - $1.75B 19. $AMSC - $1.68B 20. https://t.co/43OXU9tx65 - $1.68B 21. $XFAB - $1.54B 22. $AOSL - $1.25B 23. $HYLN - $1.23B 24. $FCEL - $835M 25. $IQE.L - $780M 26. $ASYS - $276M 27. $RELL - $239M 28. 6844.T - $222M 29. 4973.T - $207M 30. $PAY.BR - $189M 31. 6616.T - $186M 32. 6882.T - $124M 33. $IPWR - $96m Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho. There's like 500 comments, but I guess X limits everything I can see. We'll see how your highest conviction ideas do.

You don’t need to time the exact bottom. Position sizing is far more important. I never tried to catch the absolute cycle low. Instead, I bought after strong rebounds of +50% to over +900% once the recovery was clearly underway — and simply sized my positions properly. This is what I’ve done with strong size over the past three years: $NVDA — Bought at $15.20 in Jan 2023 (+41% from cycle low $10.80) $PLTR — Bought at $8.80 (+51% from $5.83) $TSM — Bought at $112 in Feb 2024 (+97% from $56.90) $RKLB — Bought at $6 in Aug 2024 (+73% from $3.47) $ASTS — Bought at $20 in Aug 2024 (+915% from $1.97) $EOSE — Bought at $0.89 (+46% from $0.61) $IREN — Bought at $3 in Oct 2023 (+75% from $1.71) $CIFR — Bought at $3 in Apr 2023 (+687% from $0.38) $AMD — Bought at $110 in May 2025 (+45% from $76) $HOOD — Bought at $10 in Dec 2023 (+47% from $6.81) Main lesson: Timing the exact bottom is overrated. Getting the position size right and buying once the trend has turned matters much more for long-term results. Big winners come from conviction + proper sizing, not from buying at the perfect price!