Navitas: Dangerous and Obscure Specialty Switching Regulator Company
7 months ago
Irrational Analysis
"NVTS: GaN power semiconductor maker claiming 97.8% efficiency in datacenter applications vs competitors' 95%. Partnership with Nvidia for 800V HVDC architecture. Technical analysis shows impressive safety features & temp range (-40C to +125C). High-risk stock with potential if datacenter claims materialize."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
Source:
Irrational Analysis
Published:
May 25, 2025
Idea Type:
Stock Idea