The $2 Chip Stock Nvidia Just Supercharged - Initiating Navitas With A Buy
Source: SeekingAlpha
2025-05-22 11:08:18 ET
Summary
- Navitas just landed a major AI data center deal with Nvidia, supplying next-gen GaN and SiC power semiconductors for 800V HVDC architecture. This is a big deal!
- This partnership sees Navitas at the forefront of a potential industry shift, enabling more efficient, cooler, and cost-effective AI data centers by reducing copper usage.
- While this good news is priced in with Navitas up +150% pre-market, I think we're at the start of the growth runway, not the end.
- I'm expecting more deals ahead as the industry adopts high-voltage solutions to cut costs and improve efficiency.
- I hereon share my sentiment on Navitas stock and why I see more upsides ahead.
Investment Thesis
Read the full article on Seeking Alpha
For further details see:
The $2 Chip Stock Nvidia Just Supercharged - Initiating Navitas With A Buy
Wolfspeed Inc. New
NASDAQ: WOLF
WOLF Trading
-6.43% G/L:
$63.99 Last:
7,085,500 Volume:
$62.80 Open:
WOLF Latest News
WOLF Stock Data
$712,401,112
19,388,132
8.94%
5
N/A
Semiconductors and Equipment
Technology
US
Durham
