$NVTS · 海外大V持仓追踪

$NVTS 现在是什么情况？

最近有人说了 $NVTS 什么？

下面是最近 8 条提及 $NVTS 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-07-31中性原文
  For $XFAB ER transcript: Just to recap, my idea on $XFAB foundry growth opportunities stemmed from SiC for 800v and photonixfab/MTP for CPO applicability. - $XFAB: "We are making progress in co-packaged optics". - "The transition to 800v... is expected to support demand for both SiC and GaN... for XFAB" So those analysts/people that were confidently bearposting about $XFAB that they had "0 exposure to 800V, photonics, CPO" just turned out plainly wrong. At the time I shared my idea, industry materials showed ASE and others cited photonixfab + XFAB as an upcoming CPO player in EU. And filings showed they had exposure names like $NVTS / $POWI in general. So glad $XFAB went out to explicitly clear things up to state they were developing in CPO/800v. Okay back to the ER: - "We continue to expect photonics volume production to start in 2028". Company currently has three silicon photonics projects in development with key partners. I thought it would ramp sometime in H2 2027, but was probably early by a few months. - Several new data center design wins, eg. 3 new SiC design wins (consistent with general 2027 ramp as 800v deployment takes off). So once those ramp in 2027-2028, (markets tend to price things ahead of time), I'd expect $XFAB to be rerated based on growth opportunities. TLDR: - Current revenue numbers not as impressive. - $XFAB confirmed direct exposure to CPO and 800V shifts (biggest win for thesis) - 800V exposure opportunities for SiC (should be 2027) - Timeline is 2028 ramp for photonics volume production Happy exposure thesis to CPO/800V was confirmed from this ER. Might be a bit of waiting for revenue ramp.
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• 2026-06-08看多
  好了各位，这是你们最喜欢的800V直流相关标的汇总清单： 1. $IFNNY - 1158亿美元 2. $ON - 462亿 3. 光宝科技(2301) - 160.3亿 4. 6504.T - 141亿 5. $VICR - 128亿 6. $LFUS - 115.7亿 7. （链接）- 83.4亿 8. $VSH - 78.6亿 9. $ENPH - 73.6亿 10. $NVTS - 57.7亿 11. $POWI - 43亿 12. $BDC - 41.8亿 13. $EOSE - 38.6亿 14. $SEDG - 38.2亿 15. $AEHR - 31亿 16. 6890.T - 26.6亿 17. $WOLF - 21.6亿 18. $CWR.L - 17.5亿 19. $AMSC - 16.8亿 20. （链接）- 16.8亿 21. $XFAB - 15.4亿 22. $AOSL - 12.5亿 23. $HYLN - 12.3亿 24. $FCEL - 8.35亿 25. $IQE.L - 7.8亿 26. $ASYS - 2.76亿 27. $RELL - 2.39亿 28. 6844.T - 2.22亿 29. 4973.T - 2.07亿 30. $PAY.BR - 1.89亿 31. 6616.T - 1.86亿 32. 6882.T - 1.24亿 33. $IPWR - 9600万 你们提的 $FCEL、$EOSE 这类相关的也放进来了，虽然不确定是好敞口。明显不相关的比如 $POET 就忽略了。 评论有500多条，但X限制了我能看到的。 我们看看你们信念最高的想法表现如何。
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• 2026-06-01中性原文
  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,
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• 2026-05-27中性原文
  There’s one very compelling name someone called out. That I ended up taking positions in for power semi exposure. Heavily tied to $NVDA but not directly mentioned like $NVTS. Can anyone guess?
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• 2026-05-27看多原文
  $XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO https://t.co/AZFFLbQk8O
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• 2026-05-27中性原文
  Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
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• 2026-05-26看多原文
  How did my $NVTS position double already lol? That aside, I did see a very compelling long out of the list of crowdsourced recs earlier for 800 vdc. Doing more research now! https://t.co/Su65NuYjLW
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• 2026-05-24中性原文
  Just random themes im looking im having a good time looking into over the weekend: -> power semis, integrated voltage regulators, multiphase controllers, CDUs, cold plates, manifolds, pumps, valves, heat exchangers, rear-door systems, chillers. $POWL, $NVT, 010120 KS, 267260 KS, 2308 TT, $VICR, $POWI , CATL, Sungrow 300274 C -> thermal stuff (ALFA SS, ASTK DC, Daikin 6367 JP), $CARR, MTRS SS) These are just ones aside from the ones I've talked about eg. $NVTS or $HPS.A. They're all kinda more priced in but now but it's a good starting point in terms of finding more important players that's not priced in. Then you try and look: which single company do most of these probably rely on? I'm personally less familiar with the energy/cooling/power trade, which I'm happy to admit since everything is a learning process. But normally even if I find something interesting, i don't find it more compelling than staying in CPO longs. Always it's always fun learning more. Was always looking for SRAM-adjacent exposure, think private markets are better to go then $CBRS?
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