Core Viewpoint - Navitas Semiconductor's long-term growth strategy is gaining investor confidence, reflected in a 15.6% rise in shares last week [1] Group 1: Company Strategy - CEO Chris Allexandre emphasized a strategic pivot from consumer and mobile markets to higher-power segments that are more profitable and sustainable [2] - The partnership with Nvidia to supply Gallium Nitride (GaN) and Silicon Carbide (SiC) chips for 800V high-voltage direct current (HVDC) data centers, set to launch in 2027, is a significant part of this pivot [2] Group 2: Financial Performance - The shift away from less profitable mobile and consumer businesses in China is expected to negatively impact revenue, with projections indicating a decline from $45.5 million in 2025 to $36 million in 2026 [3] Group 3: Market Developments - A recent deal with WT Microelectronics, a major distributor, has generated excitement as it consolidates Navitas' distributor base and enhances customer engagement and logistics in Asia [4] - The partnership with WT Microelectronics aligns with Navitas' strategy and positions the company as a speculative buy within the AI/datacenter theme, despite expectations of no profits in the coming years [5]