Volatile Upswing and Risk in Navitas
"s gotten very much excited because of recent Nvidia news and vision 800 volt data center solutions. They do have earnings coming up within when is Na"
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The speaker notes that Navitas experienced a significant 16% upswing, fueled by Nvidia-related news and upcoming earnings. However, they caution that if management does not generate sufficient excitement about its partnerships, the stock could see a sharp decline, reflecting inherent volatility.
Company CommentaryNeutral/Mixed
Medium ConvictionScore: 7.0
Company Opinion •Jose Najarro Stocks • 4 days ago
NVTS Semiconductor Buy Call with Nvidia Backing
-7.26%current return
"So back on July 20th, we broke down the case to buy NVTS stock at $6.79. And the reasoning was because they were backed by Nvidia, partnered with Nvidia in several ways. They offer very, very competitive next-gen chips that are faster, smaller, lighter, and have substantial energy savings compared to competitors and at a much lower overall system cost. And of course, we've covered the stock multiple times, and yesterday just hit highs at $14.28, which means over a 2x."
The speaker details a buy call for NVTS, driven by its strong partnership with Nvidia, competitive chip technology, and impressive performance from $6.79 to $14.28.
Trade CallBullish
High ConvictionScore: 8.0
Stock Idea •ZipTrader • 10 days ago