Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Navitas Semiconductor (NVTS) 2025 Conference June 03, 2025 08:30 AM ET Speaker0 Okay. Well, let's let's get started. Good morning. Welcome to Baird's twenty twenty five Global Consumer Technology and Service Conference. I'm Tristan Gerass, senior semiconductor analyst at Baird. I would like to introduce Navitas, a leading supplier of next generation power solutions. We're honored to have with us today Gene Sheridan, Co Founder and Chief Executive Officer. And with that, let's get started. I think, Gene, you ...

GeneSiC™ MOSFET technology enables unmatched power density for high-voltage, high-power ‘multiverters’ in fuel-cell and heavy-duty transportation. Navitas & BrightLoop Partners to Provide Next-Generation Hydrogen Fuel-Cell Charging GeneSiC™ MOSFET technology enables unmatched power density for high-voltage, high-power ‘multiverters’ in fuel-cell and heavy-duty transportation. TORRANCE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation G ...

It's all about a deal with Nvidia.Shares of Navitas Semiconductor (NVTS 48.07%) skyrocketed as much as 70.7% on Tuesday, before settling down to a 40.9% gain as of 1:22 p.m. ET.The massive gain comes on the heels of last Wednesday's near-200% gain after hours, after the company announced a potentially game-changing deal with Nvidia (NVDA 2.88%).Today, Navitas announced it would be following up that bit of good news with an equity sale, which aims to raise $50 million at much higher prices. While an equity r ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myse ...

Yesterday, Navitas Semiconductor (NVTS 164.66%) stock exploded by more than 160% following news that Nvidia (NVDA 0.83%) has selected the company to help develop 800-volt, high-voltage direct current (HVDC) power systems for its next-generation artificial intelligence (AI) data centers.With roughly 12.8% of Navitas shares sold short before the announcement and a market cap still hovering around $886 million as of this writing, this explosive move has triggered a mix of excitement and skepticism among invest ...

Shares of Navitas Semiconductor (NVTS 166.49%) are skyrocketing on Thursday. The company's stock soared an incredible 156% as of 1:57 p.m. ET, and as much as 161.8% earlier in the day's trading. The remarkable gain comes as the S&P 500 (^GSPC 0.45%) gained 0.2% and the Nasdaq Composite (^IXIC 0.87%) jumped 0.6%.The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnershipNavitas announced Wednesday that Nvid ...

Core Viewpoint - Navitas Semiconductor's GaN and SiC technologies have been selected to support NVIDIA's next-generation 800 V HVDC data center power infrastructure, which is designed to enhance power delivery for AI workloads and support 1 MW IT racks and beyond [1][15]. Group 1: Technology Collaboration - The collaboration between Navitas and NVIDIA focuses on the 800 V HVDC architecture, which aims to provide high-efficiency and scalable power delivery for AI workloads, improving reliability and reducing infrastructure complexity [2][4]. - Navitas' GaNFast™ and GeneSiC™ technologies will enable the powering of NVIDIA's GPUs, such as the Rubin Ultra, directly from the 800 V HVDC system [1][6]. Group 2: Advantages of 800 V HVDC - The existing data center architecture, which uses traditional 54 V in-rack power distribution, is limited to a few hundred kilowatts and faces physical limitations as power demand increases [3]. - The 800 V HVDC system allows for a reduction in copper wire thickness by up to 45%, significantly decreasing the amount of copper needed to power a 1 MW rack, which is crucial for meeting the gigawatt power demands of modern AI data centers [5][6]. - This architecture eliminates the need for additional AC-DC converters, directly powering IT racks and enhancing overall system efficiency [6][13]. Group 3: Performance and Efficiency - NVIDIA's 800 V HVDC architecture is expected to improve end-to-end power efficiency by up to 5%, reduce maintenance costs by 70% due to fewer power supply unit (PSU) failures, and lower cooling costs by connecting HVDC directly to IT and compute racks [13]. - Navitas has introduced several high-efficiency power supply units (PSUs), including a 12 kW PSU that meets 98% efficiency, showcasing the company's commitment to innovation in power delivery for AI data centers [12]. Group 4: Company Background - Navitas Semiconductor, founded in 2014, specializes in next-generation power semiconductors, focusing on GaN and SiC technologies for various markets, including AI data centers and electric vehicles [17]. - The company holds over 300 patents and is recognized for its commitment to sustainability, being the first semiconductor company to achieve CarbonNeutral® certification [17].

Next-generation PSU ‘designed for production’ achieves OCP requirements for high-power, high-density server racks, enabled by GaNSafe™ ICs and Gen-3 Fast SiC MOSFETs Navitas Launches Industry-Leading 12kW GaN & SiC Platform, Achieving 97.8% Efficiency for Hyperscale AI Data Centers Next-generation PSU ‘designed for production’ achieves OCP requirements for high-power, high-density server racks, enabled by GaNSafe™ ICs and Gen-3 Fast SiC MOSFETs. TORRANCE, Calif., May 21, 2025 (GLOBE NEWSWIRE) -- Navitas ...

Latest AI data center PSU platform enabled by GaNSafe™, GeneSiC™, and IntelliWeave™ will showcase industry-leading efficiency & power density for hyperscalers Contact Information "The exponential growth of AI computing power poses stringent challenges for data center infrastructure. The debut of our latest AI data center PSU achieves dual breakthroughs in efficiency and power density, demonstrating Navitas' continuous innovation in GaN and SiC technologies and deep understanding of the data center industry" ...