NVTS Navitas Semiconductor Corporation Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
22:20
Jun 03
Jun 03
Navitas long-term AI power chip play.
Navitas partnered with Nvidia for next-generation power conversion technology (bus converter elimination) in Nvidia's next architecture, making it a key AI power chip supplier. The stock is being continuously added to portfolios, suggesting long-term growth potential.
MED
17:30
Jun 03
Jun 03
Navitas Semiconductor surged 20% on a collaboration with Nvidia for AI data center efficiency, but the tweet is a research summary with a Strong Buy rating cited from quant metrics, not the author's own position.
13:54
Jun 03
Jun 03
Long NVTS via Jan 2028 $35 calls. Navitas surged 21% after its 800V-to-6V DC-DC power delivery board was featured at NVIDIA's AI Factory MGX Ecosystem Showcase at COMPUTEX 2026, validating its role in next-gen AI power delivery infrastructure.
HIGH
11:50
Jun 03
Jun 03
Watch NVTS as a leading customer of XFAB’s foundry services; factual supply-chain mention, no ownership implied.
MED
22:06
Jun 02
Jun 02
Analog chips boom from edge AI.
The shift to edge computing and AI agents is driving demand for analog semiconductors, which are needed in smaller devices and on-premise AI. Onsemi, Navitas, STMicroelectronics, and Microchip Technology are seeing revenue acceleration, with STMicro's AI-related sales doubling and Microchip guiding strong growth through 2026.
MED
17:54
Jun 02
Jun 02
Speaker notes NVTS and ENPH as power semiconductor names under consideration; attention flagged but no position or commitment stated.
LOW
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
10:52
Jun 01
Jun 01
Watch NVTS as a GaN power player in NVIDIA's 800 VDC transition; architecture shift to higher voltage creates design-win opportunities.
MED
07:27
Jun 01
Jun 01
Watch NVTS as a fabless/fab-lite beneficiary of NVIDIA's 800V DC push, confirmed as an XFAB foundry customer and explicit NVIDIA power semi partner — supply-chain read-through, not an author-owned position.
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
12:49
May 31
May 31
Watch NVTS as the only pure-play GaN + SiC name selected for Nvidia's 800VDC Kyber/Rubin Ultra rack; highest-conviction small-cap in the author's 800VDC basket with a named design win catalyst.
MED
19:01
May 29
May 29
The author replies with a humorous remark about the stock buying a low-end Porsche, not expressing a directional view or position.
18:30
May 29
May 29
Buy Navitas Semiconductor as an official Nvidia 800 VDC Architecture partner; author cites first-mover advantage in GaN for AI DC power delivery with GaNFast & GeneSiC platforms offering 20x speed and 3x efficiency vs legacy silicon, with narrowing net losses and $160M+ cash.
MED
12:26
May 28
May 28
The author argues XFAB is compelling at a $1.5B market cap due to its critical infrastructure status in SiC/GaN foundry and photonics, with dual US and EU government support, making it a long-term buy despite recent volatility.
LOW
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
11:38
May 27
May 27
Co-mentioned alongside WOLF in comparative thesis; characterized as fast-switching gate technology for power conversion, distinct from IPWR's market segment.
MED
05:35
May 27
May 27
Buy Navitas as the highest-conviction NVIDIA-levered power semi play — confirmed partner for 800V HVDC powering Rubin Ultra, AI infra revenue up 50% sequentially; author holds an active long position. Valuation risk (124x sales) acknowledged but accepted for torque.
HIGH
02:24
May 27
May 27
The author is bullish on a power semiconductor stock linked to Nvidia's supply chain.
21:07
May 26
May 26
The author promotes a verified track record of 15 out of 16 winning calls with an average +85% return, implicitly endorsing all listed tickers as past bullish trade ideas.
20:47
May 26
May 26
Watch AOSL, POWI, MPWR, and NVTS as 800V DC power semiconductor beneficiaries flagged by NVIDIA's architecture roadmap; strong price action on the day reinforces the read-through thesis, but no explicit author-owned position stated.
MED
15:01
May 26
May 26
Buy NVTS on the thesis that its pivot into GaN/SiC power delivery for AI data centers (NVIDIA HVDC collaboration, new CFO, board additions, $450M design-win backlog) will drive a sustained re-rate from deeply depressed levels.
HIGH
14:08
May 26
May 26
Long NVTS for its SiC/GaN IC exposure, a key beneficiary of Nvidia's push to 800V DC infrastructure, with the author explicitly holding a small position.
MED
11:08
May 26
May 26
The tweet references a thesis on Navitas Semiconductor from another account and notes others are watching it, but the author provides no personal directional view.
LOW
01:43
May 25
May 25
Watch NVTS as the leading crowd pick in the power semi/800 VDC theme; the author reports high social sentiment but does not state a personal position.
MED
01:39
May 25
May 25
Watch NVTS as the leading crowd pick in the power semi/800 VDC theme; the author reports high social sentiment but does not state a personal position.
MED
17:41
May 24
May 24
The author provides a data-driven summary of crowd-sourced stock picks for the power semiconductor theme without expressing any personal bullish or bearish conviction on the tickers.
LOW
16:36
May 24
May 24
NVTS cited as having a specific competitive advantage in the 800V DC power semiconductor transition relevant to humanoid/robotics power architecture; speaker references prior research coverage.
MED
16:18
May 24
May 24
The author expresses a bullish forward-looking view on NVTS, stating it "will eat," implying strong future performance and upside potential.
15:56
May 24
May 24
The author asks for crowd-sourced stock picks in the power semi trade but does not express their own directional view, making it a neutral request for ideas.
LOW
About NVTS Analyst Coverage
Buzzberg tracks NVTS (Navitas Semiconductor Corporation) across 15 sources. 31 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (48%). 64 total trade ideas tracked.