NVT

NVTS

5 tracked calls · 3 long · 2 short · last 90d: 2L/2S

first called by Jordi Visser 3mo ago

NVTNVTSLONG1w ago

“We are therefore maintaining the current position size while remaining inclined to add on strength, treating Navitas as the dedicated GaN vehicle... the highest-beta, standalone pure-play expression o”

Convequity

AI data centers are upgrading to 800V power systems, and we are holding a 1.47% position in Navitas as the purest, most aggressive way to bet on this shift.

NVTNVTSLONG@ $12.58

$11.08-11.96%

since call Jul 21

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NVTNVTSSHORT3w ago

“The lawsuit encompasses both GaN and SiC products from Navitas — from the patent listing on the Wolfspeed announcement, it looks like they are going after the entire Navitas portfolio! Not a good look”

Semi Doped

Navitas faces severe existential risk as Wolfspeed's patent infringement lawsuit targets its entire GaN and SiC product portfolio.

NVTNVTSSHORT@ $13.19

$11.08+16.03%

since call Jul 8

peak +27.7%

Trade on Robinhood →

NVTNVTSLONG4w ago

“Navitas offers the highest voltage SiC (2.3–6.5kV) targeting SST applications.”

P Equity Research 📰

Navitas holds the highest-voltage SiC range and a best-in-class 10kW all-GaN platform, making it the pure-play beneficiary of AI data center power conversion demand at the grid and rack level.

NVTNVTSLONG@ $17.54

$11.08-36.87%

since call Jun 27

Trade on Robinhood →

NVTNVTSSHORT1mo ago

“what do all these other chips do, from 800 volts down? He's like, those are all silicon.”

Semi Doped

Silicon, not GaN, does the sub-800V conversion work, deflating the WBG-displacement story NVTS is priced on.

NVTNVTSSHORT@ $22.10

$11.08+49.89%

since call Jun 12

peak +56.5%