Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my head. So basically, AI exposure trading in the $10-100B range. Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit? (Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above) I mention a lot of smaller ideas, but that’s just to chase outsized returns. Still feels like many of these have room to go.

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.

RT @charaninvests: $CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays

$CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays

$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.