NVTS Navitas Semiconductor Corporation Loading... : Bullish and Bearish Analyst Opinions
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16:23
Jul 11
Jul 11
Author shares their full 12-month portfolio update with over 50 tickers, explicitly stating they own their thesis and hold core positions unless the thesis breaks, indicating long conviction across these AI buildout names.
12:12
Jul 08
Jul 08
Premarket movers report shows Mag 7 stocks lower, energy stocks rally on Iran ceasefire collapse, Alibaba surges on earnings optimism, and Bath & Body Works falls after a Goldman Sachs sell downgrade.
03:14
Jul 06
Jul 06
Short power semi names with direct 800v architecture exposure — Kyber NVL144 delay of 12+ months to 2028 removes a key near-term demand catalyst for 800v-linked power semiconductors.
MED
05:40
Jul 03
Jul 03
The author advises holding and slowly averaging down in tech stocks, suggesting a long-term bullish view without an explicit position or forward call.
08:58
Jul 01
Jul 01
Author flags NVTS as a potential GaN beneficiary of data center high-voltage architecture migration, citing CICC report; no firm position disclosed.
LOW
12:46
Jun 24
Jun 24
GaN power ICs for efficient conversion in 800V architecture. Content per MW jumps sharply as efficiency premiums and design wins compound.
HIGH
13:28
Jun 22
Jun 22
Buy Navitas Semiconductor as a pure-play GaN power IC supplier; one of few companies with real production volume in GaN, directly positioned for 800V DC sidecar rack architecture driving ~10x increase in per-unit semiconductor content for AI data centers.
MED
12:45
Jun 22
Jun 22
Navitas is named as the GaN provider demonstrating a 98% efficient 800V-to-48V conversion solution. The article identifies the mid-rack GaN socket as entirely new revenue ($1,500-$2,500 per rack) and
Navitas is named as the GaN provider demonstrating a 98% efficient 800V-to-48V conversion solution. The article identifies the mid-rack GaN socket as entirely new revenue ($1,500-$2,500 per rack) and the most contested socket, placing Navitas at the center of Act II.
Risk: Navitas is still unprofitable; market may not fully price in GaN adoption timeline if delays occur.
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
12:45
Jun 17
Jun 17
Pure-play GaN leader aggressively expanding into high-power AI PSUs with 4.5kW+ platforms; benefits from 800V architecture shift and hyperscaler efficiency needs.
HIGH
03:04
Jun 15
Jun 15
The author dismisses the risk of a wipeout in Wolf but acknowledges its volatility, without stating a personal position in either ticker.
01:50
Jun 15
Jun 15
Author names NVTS as one of the top 800V EV powertrain plays in a comparative recommendation reply, no explicit personal position disclosed.
MED
13:36
Jun 11
Jun 11
Speaker highlights Data Center Power theme as attractive and lists names, but no explicit personal position or catalyst.
LOW
13:35
Jun 11
Jun 11
Speaker includes NVTS in a broad bullish mention of the Data Center Power theme at current prices, no explicit personal position or catalyst.
LOW
13:22
Jun 09
Jun 09
Ticker included in AI buildout diagram; no directional commitment or reason given.
MED
06:51
Jun 08
Jun 08
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
MED
06:23
Jun 08
Jun 08
Higher-beta, smaller-cap 800V DC power semi names from the community basket — Navitas, Wolfspeed, Aehr Test, X-FAB, Ideal Power, Amtech, Richardson Electronics — cited as speculative 10x candidates in the power semi cycle. Author-compiled, not author-owned.
MED
21:58
Jun 07
Jun 07
Named by author as a key 800V power semiconductor play; quoted thesis cites NVIDIA Rubin Ultra 800V sidecar rack requiring SiC/GaN chips, driving ~10x per-unit semiconductor cost increase.
MED
20:12
Jun 07
Jun 07
Watch NVTS as a named SiC/GaN beneficiary in the Rubin Ultra power-semiconductor basket; author gives a thematic report preview, not a disclosed position.
MED
17:10
Jun 06
Jun 06
Speaker lists FinX darlings as AI infrastructure beneficiaries following Trump's potential AI investment announcement.
LOW
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
About NVTS Analyst Coverage
Buzzberg tracks NVTS (Navitas Semiconductor Corporation) across 26 sources. 37 bullish vs 1 bearish calls from 26 analysts. Sentiment: predominantly bullish (41%). 88 total trade ideas tracked. Latest voices: ren_stocks, zerohedge, temple_eight.