The author expresses a bearish sentiment toward Navitas, Infineon, and onsemi, arguing that technical advantages in power electronics are secondary to aggressive price negotiations and margin compression. The post warns that GaN and SiC (Silicon Carbide) markets are facing intense competition from Chinese entrants offering prices 30-40% below incumbents. Ultimately, the author suggests that betting on specific device vendors for the 800V transition is a flawed strategy due to high competitive intensity and shifting winners across different applications.