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Research feed
Latest imported research note for this ticker.
longwatch
Imported thesis
Deepest NVIDIA 800V DC content: CoolSiC JFET hot-swap (unique), CoolGaN, 12 kW reference designs. Scale and profitability at ~$72B market cap. Cross-license with Navitas. Lowest-beta way to own the 800V DC theme.
Imported reasoning
Named NVIDIA partner with unique CoolSiC JFET capability. Profitable large-cap hedge for higher-beta NVTS/POWI. Key risk: auto cycle weight, data center <15% of revenue dilutes thesis.
Last imported
Apr 22, 05:30 p.m.
Source report
2026-04-22_digest_compass-artifact-wf-2210b4c6-e238-411e-b585-ff9a52c6269a-text-markdown.md
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Thesis
Deepest NVIDIA 800V DC content: CoolSiC JFET hot-swap (unique), CoolGaN, 12 kW reference designs. Scale and profitability at ~$72B market cap. Cross-license with Navitas. Lowest-beta way to own the 800V DC theme.
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