$NVTS

New Long Idea: $POWI While everyone is talking about the new $NVDA Rubin and $AMD Mi-455x chips that are just entering volume ramp, the real winners are the companies whose revenue is about to explode in 2H 2026. $POWI is exactly that play. The new-generation GPUs are so power-hungry that hyperscalers are forced to move to 800V rack architectures. That creates a massive, power-intensive buildout. $POWI is currently the only company in the world shipping 1700V GaN chips. That gives them a brutal moat. Their chips make the new super-racks 50% smaller, more reliable, and cheaper to run, less copper, higher revenue per square foot for $META, $GOOGL and $AMZN. Their GaN technology has already been battle-tested for years in the automotive industry (the harshest environment on earth). Hypers