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Time Author Thesis Company / ticker Signal Since call Position Source
20:12
Sep 28
ren_stocks
DC-DC layer flagged for AI power pricing
Overweight DC-DC conversion names MPWR, VICR, IFNNY, TXN, ADI, RNECY, ON: the post flags this as the most-watched AI data center layer, where rising rack density makes each efficiency point more valuable and pricing power can emerge.
IFNNY INFINEON TECHS AG S/ADR Long 1ST — —
12:37
Jul 15
rjccapital
"SiC recovery improves ON/WOLF/IFNNY/STM/NXPI backdrop"
"Go long SiC power-semi names (ON, WOLF, IFNNY, STM, NXPI): silicon carbide is recovering with roughly $8M of new orders in the past month, improving the supply-chain backdrop."
IFNNY INFINEON TECHS AG S/ADR Long 1ST — —
22:09
May 03
Citrini
AI power plumbing retains rerating potential
Citrini expects further rerating in his named AI Power Plumbing basket as the analog cycle turns and component content per server rises. He sees room to catch up with memory, optics and compute; basket membership does not disclose personal ownership.
IFNNY INFINEON TECHS AG S/ADR Long 1ST — —
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About IFNNY Investor Commentary

Across the available history and selected sources, Buzzberg tracks IFNNY (INFINEON TECHS AG S/ADR) across 17 sources: 4 bullish vs 0 bearish calls from 19 authors. Historical directional balance: 17% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 24 total trade ideas tracked. Latest voices: ren_stocks, rjccapital, Citrini.