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.

Just some mobile shower thoughts around $XFAB and train of thought: 1. 800vdc $NVDA push look for GaN/SiC players / power semis. 2. $NVTS and other fabless/fab-lite beneficiaries of $NVDA push probably use foundry models 3. care more about Western supply chains over Asia, want to build up Western capabilities + Western premiums. 4 China has a lot of capacity, maybe risk into 2028, but again it’s building up Western supply chains 5. XFAB only high volume SiC foundry in America (others like $ON or Infineon are vertically integrated) 6. advanced 6in SiC, 8in GaN on Si, building out 8in GaN 7. Maybe likely they’re developing 8in SiC from CHIPS backing, just not public material 8. check SiC revenue -> 152% Y/Y growth okay. Probably something markets missed, since blended looks worse from automotive slump, that should come out recovery 9. $NVTS and others turns out to use $XFAB. $POWI cites $XFAB in filings, among others. 10. both are $NVDA power semi explicit partners, great exposure indicator to 800vdc power semi players. 11. US Dpt. of commerce cites $XFAB as only high volume SiC foundry in the US, $50M PMT 12. validation from US Gov about critical component in supply chains is amazing 13. EU CHIPS Act gives $XFAB $128M EU, for foundry (MEMS, AI, etc), okay turns out they’re critical MEMS player 14. So that’s validation from EU gov about critical component in supply chains, dual continent subsidies 15. So now we know $XFAB is a critical MEMS foundry so you get SiC capabilities, GaN development, and MEMS upside 16. they also got $47.6M EU funding for leading Silicon Photonics supply chain in EU. So that’s EU funding on multiple angles. 17. Turns out, I know all the players there from smartphotonics from $GFS deck. 18. $NVDA and $NOK are qualifying them for silicon photonics HVM. I think this is just a government backing angle for success in EU photonics so likely to succeed… kinda like how Us gov encourages everyone to use $INTC. 19. Okay chips act 2 is coming out next week… so they’ll probably get funding there or more revenue commitments 20. 1.28 p/b, now that’s probably just book cost? Likely coming out of $SOI type legacy drag cycle. 21. Did some modeling around actually replacement values, true replacement p/b cost likely ~.5/.7. 22. Getting business for free, while having upside from SiC near term into Silicon Photonics / GaN as main growth past H2 2027. Thoughts: derisked by p/b values + replacement value. maybe like 20% downside from macro. However, critical dual continent importance. So downside risk seems low, but upside is compelling. Lot of capex likely backstopped by upcoming chips act catalyst + national security concerns. Maybe 2.5-4x rerating seems possible/likely. Not a 10-20x, but recovery from depressed valuations from silicon photonics upside with SiC / GaN bridge. TLDR: likely trading lower than replacement value, dual continent subsidies likely subsidize capex. Gov grants shows importance to Western supply chains, photonics longer term upside, SiC/GaN demand likely near term upside and bridge. Don’t control any recent volatility, should shake out anyone not really confident in the thesis though. CHIPS act 2 from EU is coming up, $XFAB was listed in earlier blueprints for optical ecosystem, so should get a boost after that comes out as near term event catalysts. So now is the risk reward seems compelling, we’ll see if this is right or not

RT @dannycheng2022: Semiconductor Forward P/E (as of May 10, 2026): $NVDA: 26.0x $AMD: 53.0x $TSM: 26.3x $AVGO: 38.0x $SMCI: 11.3x $ON: 33.2x $ASML: 39.0x $SMH (semis ETF) ~33-38x weighted avg. $SOXL is leveraged — no standard P/E. I own the first three — $NVDA, $AMD, and $TSM — and they make up the largest portion of my portfolios. I’ll continue holding and adding more if whales offer bigger discounts. How about you?

Semiconductor Forward P/E (as of May 10, 2026): $NVDA: 26.0x $AMD: 53.0x $TSM: 26.3x $AVGO: 38.0x $SMCI: 11.3x $ON: 33.2x $ASML: 39.0x $SMH (semis ETF) ~33-38x weighted avg. $SOXL is leveraged — no standard P/E. I own the first three — $NVDA, $AMD, and $TSM — and they make up the largest portion of my portfolios. I’ll continue holding and adding more if whales offer bigger discounts. How about you?