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![AMAbdelazim Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::196231981.png) Ahmed Abdelazim [@AMAbdelazim](/creator/twitter/AMAbdelazim) on x XXX followers
Created: 2025-07-01 19:35:51 UTC

$NVDA's 800V HVDC architecture marks a fundamental shift to WBG wafers, benefitting $NVTS $IFNNY $STM, $ACLS is well positioned to benefit from this shift as a key enabler of this technology.

$AMAT $KLAC $ASML $LRCX $NVTS $IFNNY $MPWR $STM


XXX engagements

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**Related Topics**
[mpwr](/topic/mpwr)
[asml](/topic/asml)
[$mpwr](/topic/$mpwr)
[$asml](/topic/$asml)
[$klac](/topic/$klac)
[$stm](/topic/$stm)
[$ifnny](/topic/$ifnny)
[$nvts](/topic/$nvts)

[Post Link](https://x.com/AMAbdelazim/status/1940132261766308309)