Shay Boloor(@StockSavvyShay):$ON is one of the names I’ve been building in my Family Portfolio 'AI Power' bucket because the move to 800V can take semiconductor content per AI rack from $15K today to more than $115K over time. Thats nearly an 8x content increase before accounting for rack growth with management expecting AI data center revenue to roughly double again in 2027 and potentially exceed $2.5B by 2030. High voltage sidecars don't really ramp until later in 2027 and solid state transformers come after that so I’m building the position before the revenue inflects because all that compute still has to be powered.

2026.09.24 21:30

$ON is one of the names I’ve been building in my Family Portfolio 'AI Power' bucket because the move to 800V can take semiconductor content per AI rack from $15K today to more than $115K over time. Thats nearly an 8x content increase before accounting for rack growth with management expecting AI data center revenue to roughly double again in 2027 and potentially exceed $2.5B by 2030. High voltage sidecars don't really ramp until later in 2027 and solid state transformers come after that so I’m building the position before the revenue inflects because all that compute still has to be powered.