Company Overview - Navitas Semiconductor Corporation (NASDAQ: NVTS) specializes in semiconductor materials, particularly Gallium Nitride (GaN) and Silicon Carbide (SiC) [1] - The company is recognized as a key player in the market for GaN power integrated circuits (ICs) [1] Investment Focus - The investment strategy emphasizes growth markets, particularly in AI and biotech, while also exploring undervalued stocks with significant potential [1] - The portfolio includes a diverse range of market capitalizations, from megacap to microcap, with a primary focus on the U.S. market, though European and Canadian stocks may also be considered [1] Professional Background - The individual behind the analysis holds a Master's Degree in Law and serves as the deputy director general in a leading European sector organization [1]