NVTS - Navitas Semiconductor

Bearish continuation play if it falls below $24. Had another rough day and looking for further downside.

Showing off new DC-to-DC product solving a big Nvidia problem. Nvidia partnered but didn't take equity stake. Price has skyrocketed since partnership. Host is surprised Nvidia didn't make an equity investment.

Sold off hard on Friday. If NVTS breaks down under $26, watch it to the downside.

Momentum play to the downside. Had another rough day. If it breaks under $27.75, continue watching it down.

Host celebrates the stock's 5x rise from $6.79 to $32+ since his coverage began in July. He uses it as a case study in buying quality growth stocks when out of favor, not as a new buy recommendation at these levels.

Host says Nvidia's results validated NVTS as a beneficiary of the AI boom and growing chip demand.

Navitas builds power-efficient semiconductors (GaN) that reduce waste and heat in AI data centers. As AI infrastructure scales globally, power efficiency becomes a critical bottleneck, positioning Navitas to benefit from growing demand.

First called at $6.79, now trading near $21. India partnership with Science Semiconductors for gallium nitride power ICs, pivot to AI data center power chips, strong balance sheet with $236.9M cash, and $125M capital raise to fund AI pivot.

Bearish momentum play — pulling back after recent upside; if it breaks under 15, watch for downside continuation

Momentum play to the upside. If NVTS breaks out above $16.70, watch it back up.