Navitas Semiconductor: Nvidia's Endorsement Ignites A Multi-Year Revenue Boom

2025-06-18 08:15:00 ET

Navitas Semiconductor ( NVTS ) is a name that I have been bullish on since August last year, reiterating my bullish stance on it in December and February , thanks to its solid growth potential in GaN and SiC power semiconductors. Recently, my bullish stance on the stock has been validated by an Nvidia ( NVDA ) announcement, featuring Navitas, along with other power semiconductor players, as key collaborators in the next generation of data center architecture that is expected to support 1 MW of racks. Since this announcement, Navitas’ stock is up 260% as this collaboration could be a significant revenue stream for the company once the new architecture rolls out....

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