$AOSL

How his view evolved

Every substantive take he's posted on $AOSL, newest first — each labelled with the stance he expressed at the time.

1. Jun 26, 2026Bullish

   Looks like Power Semis are already starting price hikes. Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits. China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product https://t.co/UrseTyBMFp

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