NVTS Navitas Semiconductor Corporation Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
14:30
Sep 02
Sep 02
Author dismisses semiconductor weakness as short-term noise driven by rates and geopolitics.
Author dismisses semiconductor weakness as short-term noise driven by rates and geopolitics, not AI demand deterioration, but lists tickers without stating a position.
LOW
13:00
Sep 02
Sep 02
Author lists eight stocks as undervalued with a bookmark request.
Author lists eight stocks as undervalued with a bookmark request, but provides no position disclosure or explicit forward call, so all are watch.
LOW
12:52
Sep 02
Sep 02
Author agrees with the parent's advice to buy stocks when red but only lists tickers without.
Author agrees with the parent's advice to buy stocks when red but only lists tickers without stating a position or forward call.
LOW
09:19
Sep 02
Sep 02
APLD and NVTS cheap long-term buys
Buy APLD and NVTS on a long-term valuation basis; both names are viewed as cheap relative to their long-term upside potential.
MED
22:43
Sep 01
Sep 01
Author asks whether NVTS is a long-term or short-term trade.
Author asks whether NVTS is a long-term or short-term trade, while parent context indicates prior interest but no current position.
LOW
22:03
Sep 01
Sep 01
"Navitas, GF start US GaN shipments"
"Reports Navitas and GlobalFoundries start first U.S.-manufactured Gen 5 GaNFast shipments in September from GF's Vermont line. No directional view."
LOW
21:33
Sep 01
Sep 01
The author notes very high short interest in NVTS without stating a position or directional.
The author notes very high short interest in NVTS without stating a position or directional call, so it is indexed as watch.
LOW
21:32
Sep 01
Sep 01
Great entry price for NVTS.
Long NVTS because the author calls NVTS a great entry price, which is a current actionable bullish call.
LOW
17:44
Sep 01
Sep 01
Author dismisses NVTS as a candidate while leaving INFQ as a possible but uncommitted.
Author dismisses NVTS as a candidate while leaving INFQ as a possible but uncommitted consideration, with no explicit position or forward call.
LOW
17:24
Sep 01
Sep 01
Author sees long-term potential in both NVTS and INFQ.
Author sees long-term potential in both NVTS and INFQ, expressing a bullish forward-looking view on each despite acknowledging they have much to prove.
15:00
Sep 01
Sep 01
The author asks which of the two stocks will take off first.
The author asks which of the two stocks will take off first, presenting a speculative comparison without expressing a directional position or forecast.
LOW
13:52
Sep 01
Sep 01
NVTS squeeze on U.S. GaN wafers
Buy NVTS as its first U.S.-made Gen 5 GaNFast wafer shipments via GFS target AI infrastructure, improving domestic supply and potentially triggering a short squeeze.
MED
13:33
Sep 01
Sep 01
Author argues NVTS's 200mm capacity and GaN/SiC coverage across the power chain create.
Author argues NVTS's 200mm capacity and GaN/SiC coverage across the power chain create a bullish setup if volume design wins confirm, despite converter OEM competition.
11:00
Sep 01
Sep 01
Buy NVTS on AI power bottleneck
Long NVTS because its GaN/SiC power-delivery platform targets AI infrastructure's core power bottleneck from grid-level 800V DC through in-rack and vertical xPU power, supported by the Nvidia 800V ecosystem and planned Claros acquisition.
HIGH
09:30
Sep 01
Sep 01
Author notes 17% short interest and asks when a squeeze might occur.
Author notes 17% short interest and asks when a squeeze might occur, but this is a speculative question without a directional position.
LOW
09:29
Sep 01
Sep 01
NVTS building grid-to-xPU power platform
Describes NVTS building a grid-to-xPU power platform spanning SiC, GaN, and planned Claros vertical power delivery; no explicit directional commitment.
LOW
05:37
Sep 01
Sep 01
The author analyzes the 800VDC AI power delivery value chain as a research thesis.
The author analyzes the 800VDC AI power delivery value chain as a research thesis, listing multiple beneficiaries without stating any personal positions or explicit buy calls.
04:01
Sep 01
Sep 01
NVTS long into 2027 800VDC Rubin racks
Buy NVTS ahead of the 2027 Kyber rack deployment with 576 Rubin Ultra GPUs, which will drive 800VDC usage and SiC/GaN demand; current period is design wins and press releases, but author expects successful execution. Near-term weakness may persist until revenue visibility emerges.
MED
21:11
Aug 31
Aug 31
Author lists four tickers as looking good in reply to a parent's stock assessment.
Author lists four tickers as looking good in reply to a parent's stock assessment, but without explicit position or forward call, they are watch items.
LOW
09:43
Aug 31
Aug 31
Author adds three tickers to a parent's energy/AI list as supplementary picks without stating.
Author adds three tickers to a parent's energy/AI list as supplementary picks without stating a position or directional call.
LOW
00:34
Aug 31
Aug 31
NVTS long on 800V data center adoption
Author sees Navitas as a beneficiary of the data center power architecture transition to 800V DC, with its GaN and SiC technology positioned to reduce energy losses and improve efficiency. High short interest is seen as a potential additional catalyst. Buy as next-gen AI infrastructure deployment accelerates.
MED
22:45
Aug 30
Aug 30
The author finds NVTS and PENG interesting but provides no position or directional call.
The author finds NVTS and PENG interesting but provides no position or directional call, only a watchlist mention.
LOW
22:38
Aug 30
Aug 30
Bullish on AI infrastructure names after Huang comments
Author is very bullish on PENG, NVTS, and WULF in response to Jensen Huang's comments on AI creating new companies and industries, with $400B invested in AI startups.
MED
22:20
Aug 30
Aug 30
AI power conversion demand boosts NVTS
Buy NVTS because deployment of stranded AI compute requires efficient high-density power conversion, positioning it as a critical AI power delivery bottleneck play.
MED
21:51
Aug 30
Aug 30
Long AI infrastructure basket across power to silicon.
Buy WULF, PENG, NVTS, and MRVL as a basket representing the power, construction, efficiency, and silicon layers of America's AI industrial buildout, supported by the AI-driven reindustrialization narrative and demand for power and compute infrastructure.
MED
14:35
Aug 30
Aug 30
NVTS high-beta pick in impacted sector
Own/overweight Navitas Semiconductor as the author's preferred high-beta sector vehicle after the sector has already been broadly impacted.
MED
11:03
Aug 30
Aug 30
The author dismisses Wolfspeed as a poor company in response to a comparison question.
The author dismisses Wolfspeed as a poor company in response to a comparison question, but expresses no directional position or trade idea.
LOW
09:46
Aug 30
Aug 30
NVTS repriced on 800V DC promises.
Mentions NVTS as a past beneficiary of 800V DC data center architecture repricing, noting volatility and speculative moves without current directional stance.
MED
14:00
Aug 28
Aug 28
PSOX lists NVTS as August holding
NVTS is listed among PSOX's holdings as of August 27; no separate directional view from author.
LOW
11:33
Aug 27
Aug 27
LONG NVTS on 800V power delivery
Author owns NVTS, focused on 800V power delivery — a practical limit on scaling AI infrastructure as power demand grows with AI factory buildout.
MED
About NVTS Analyst Coverage
Buzzberg tracks NVTS (Navitas Semiconductor Corporation) across 39 sources. 70 bullish vs 1 bearish calls from 39 analysts. Sentiment: predominantly bullish (36%). 192 total trade ideas tracked. Past 7 days: 9 bullish, 20 watch. Latest voices: pep_invest, jasonschips, pepinveststocks.