Navitas Semiconductor: Building Moats In Favorable Environments Under The Radar

Core Viewpoint - Navitas Semiconductor (NVTS) shares have declined nearly 40% since the Q3 earnings report due to a strategic shift to Navitas 2.0, which is expected to negatively impact short-term earnings and lead to a revenue trough in Q4 [1] Group 1 - The company is undergoing a strategy shift to Navitas 2.0, which is anticipated to affect short-term earnings negatively [1] - A revenue trough is expected in Q4, indicating potential challenges in the upcoming quarter [1] - The decline in share price reflects market concerns regarding the impact of the new strategy on financial performance [1]