IFN

IFNNY

4 tracked calls · 4 long · 0 short · last 90d: 4L/0S

first called by RJCcapital 1mo ago

IFNIFNNYLONG4w ago

“Infineon stands out as a clear leader here, boasting the broadest portfolio and acting as the leading 1.2–3.3kV SiC MOSFET supplier, qualified by Nvidia for 800”

AU🧲

Infineon dominates all three AI datacenter power delivery stages and is the clearest beneficiary of the AI infrastructure power semiconductor cycle.

IFNIFNNYLONG@ $91.13

$72.47-20.48%

since call Jun 28

Trade on Robinhood →

IFNIFNNYLONG4w ago

“Infineon stands out as a clear leader here, boasting the broadest portfolio and acting as the leading 1.2–3.3kV SiC MOSFET supplier, qualified by Nvidia for 800”

P Equity Research 📰

Infineon is the only AI power semiconductor supplier dominant across all three voltage conversion stages, with Nvidia qualification and direct supply to all major GPU makers.

IFNIFNNYLONG@ $91.19

$72.47-20.53%

since call Jun 27

Trade on Robinhood →

IFNIFNNYLONG1mo ago

“Infineon $IFNNY is expected to be the fastest market-share gainer, jumping from 11.5% in CY25 to 17.3% by CY30.”

RJCcapital

Infineon is the fastest market-share gainer in AI power analog, jumping from 11.5% to 17.3% share in a TAM scaling to $26.79B by CY30

IFNIFNNYLONG@ $92.16

$72.47-21.37%

since call Jun 24

Trade on Robinhood →

IFNIFNNYLONG1mo ago

“Infineon $IFNNY is expected to be the fastest market-share gainer, jumping from 11.5% in CY25 to 17.3% by CY30.”

RJCcapital

Infineon is the fastest share gainer in AI power analog, jumping from 11.5% to 17.3% of a TAM growing to $26.79B by CY30

IFNIFNNYLONG@ $92.74

$72.47-21.86%

since call Jun 24

Trade on Robinhood →