WOLF

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 $NVIDIA(NVDA.US) / $Nokia Oyj(NOK.US) 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 $NVIDIA(NVDA.US) pushing 800 vdc.

So $Navitas Semiconductor(NVTS.US), $Power Integrations(POWI.US), $Wolfspeed(WOLF.US) 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.

Source: Serenity