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 ...

I very rarely short, but I made an exception for Navitas Semiconductor (NASDAQ: NVTS ). I think out of my coverage in Seeking Alpha, I have only had one other short. That was on CronosI aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generali ...

Core Insights - Navitas Semiconductor Corp. (NASDAQ:NVTS) is experiencing strong performance, hitting an all-time high driven by optimism in the semiconductor sector [1][2] - The company is set to release its third-quarter financial results on November 3, followed by a conference call [2] - Navitas has introduced new chip technologies, GaNFast and GeneSic, designed to support Nvidia's 800-volt direct current system for next-generation AI applications [3][4] Company Performance - In intra-day trading, NVTS reached a 52-week high of $17.79, closing up 16.64% at $17.10 [2] - The stock's performance reflects investor confidence ahead of upcoming earnings results [1][2] Technological Advancements - The new GaNFast and GeneSic chips offer high power density, efficiency, and scalability for AI infrastructure [3][4] - The transition to 800 VDC is described as transformational for the industry, emphasizing the need for efficient power delivery in megawatt-scale AI computing platforms [5]

Navitas Semiconductor TodayNVTSNavitas Semiconductor$17.10 +2.44 (+16.64%) 52-Week Range$1.52▼$17.79Price Target$6.32Add to WatchlistNavitas Semiconductor NASDAQ: NVTS has been one of the hottest stocks in the market thanks to its newly established relationship with NVIDIA NASDAQ: NVDA. Navitas’s “NVIDIA bump” has been absolutely staggering, with shares up almost 750% in the past six months. Back in May, NVIDIA included Navitas on a list of suppliers that it would use to reshape power utilization in data c ...

本次发布的产品包括100V GaN FETs、650V GaN器件以及高压SiC(碳化硅)产品。管理层表示，这些新 品旨在显著提升能效表现、电力密度与运行性能，为AI数据中心提供突破性电源解决方案。 英伟达800VDC架构是一种适配AI工厂的全新电力分配系统，能够支持大规模、高性能的AI工作负载。 这一架构直接为IT机柜供电，用于驱动包括Rubin Ultra在内的AI基础设施。纳微半导体推出的100V GaN FET产品在效率、电力密度及散热管理方面优势明显；而650V GaN组合则通过整合驱动、控制、 感测与保护功能的GaNSafe电源IC，有助英伟达加速AI工厂从传统架构向800VDC迁移。 周一，纳微半导体(NVTS.US)股价走高，截至发稿，该股涨超16%，报17.1美元。消息面上，公司此前 宣布推出一系列专为英伟达(NVDA.US)800VDC AI工厂电力架构打造的全新功率半导体产品。 ...

英伟达800 VDC架构是一种适配AI工厂的全新电力分配系统，能够支持大规模、高性能的AI工作负载。 这一架构直接为IT机柜供电，用于驱动包括Rubin Ultra在内的AI基础设施。纳微半导体推出的100V GaN FET产品在效率、电力密度及散热管理方面优势明显；而650V GaN组合则通过整合驱动、控制、 感测与保护功能的GaNSafe电源IC，有助英伟达加速AI工厂从传统架构向800 VDC迁移。 智通财经APP获悉，周一，纳微半导体(NVTS.US)股价走高，截至发稿，该股涨超16%，报17.1美元。 消息面上，公司此前宣布推出一系列专为英伟达(NVDA.US)800 VDC AI工厂电力架构打造的全新功率 半导体产品。 本次发布的产品包括100V GaN FETs、650V GaN器件以及高压SiC(碳化硅)产品。管理层表示，这些新 品旨在显著提升能效表现、电力密度与运行性能，为AI数据中心提供突破性电源解决方案。 ...

Core Insights - Navitas Semiconductor's stock experienced a significant increase of 78.1% in the last week of trading, bringing its year-to-date gain to approximately 311% [1][3][4] Group 1: Partnership and Product Development - Navitas announced a partnership with Nvidia to supply gallium nitride (GaN) and silicon carbide (SiC) power semiconductors for Nvidia's next-generation AI data centers, marking a substantial advancement for the company [3][6] - Nvidia is recognized as a leader in advanced graphics processing units (GPUs) for AI data centers, making this partnership a strategic win for Navitas [3] Group 2: Financial Performance and Market Valuation - Following the recent stock rally, Navitas has a market capitalization of approximately $3.1 billion, trading at about 64 times this year's expected sales [4] - The company guided for third-quarter sales of $10 million, indicating a significant decline from $14.5 million in the second quarter [4][5] Group 3: Investor Sentiment and Future Outlook - Despite the anticipated sales decline, investors are optimistic about Navitas' growth potential, believing that partnerships and design wins will lead to future gains [5]

Group 1: Navitas Semiconductor - Navitas Semiconductor's stock surged 710% from the end of April to October 16, reaching $15.63 per share, driven by its development of GaN and SiC semiconductors for AI applications [3][4] - The company reported a significant decline in net revenue, falling 35% year over year to $28.5 million in the first half of 2025, and incurred a loss of $65.9 million [6][7] - Analysts predict a potential decline of about 62% in Navitas's stock price, estimating it could drop to $5.65 per share due to inflated valuations and uncertain demand for AI data centers [8][9] Group 2: Symbotic - Symbotic's shares increased by 234% from the end of April to October 16, with revenue rising 26% year over year to $592 million in its fiscal third quarter [10] - The company is expected to achieve a revenue growth of 17% this year, reaching $2.14 billion, and has a substantial backlog of $22.4 billion [11][12] - Despite warnings of potential slower revenue growth due to new storage implementations, analysts suggest the stock is overbought, with a consensus price target implying a 33% loss from recent prices [13][14]

Navitas Semiconductor Corporation (NASDAQ:NVTS) is one of the Hot Growth Stocks to Invest in Now. On October 13, Navitas Semiconductor Corporation (NASDAQ:NVTS) announced new power semiconductor products purpose-built for Nvidia’s 800 VDC AI factory architecture. ​The products include the new 100 V GaN FETs, 650 V GaN, and high voltage SiC devices. Management noted that these new products are aimed at delivering breakthrough efficiency, enhanced performance, and power density. Nvidia’s 800 VDC architect ...

Core Insights - Navitas Semiconductor is positioned as a key player in the AI era through its advanced GaN and SiC technologies [1] - The partnership with Nvidia enhances Navitas' role in developing high-performance, energy-efficient computing solutions for next-generation data centers [1] Company Overview - Navitas Semiconductor specializes in Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices [1] - The collaboration with Nvidia's AI factory architecture signifies a strategic move to leverage cutting-edge technology [1] Industry Impact - The partnership is expected to drive significant advancements in energy efficiency and performance within the computing sector [1] - Navitas' technologies are crucial for the evolution of data centers, aligning with the growing demand for AI-driven solutions [1]