Navitas (NVTS) — be very careful here.
The technology is real — GaN and SiC power chips are genuinely important for AI data centers and EVs. The Nvidia collaboration gave the stock a massive credibility boost. But look at what’s actually happening underneath: full-year 2025 revenue declined 45% to just $45.9 million , and Q1 2026 guidance is only $8–8.5 million in revenue  — that’s a tiny company. The stock has more than doubled in under a month, going from ~$7.83 to over $17 , driven almost entirely by sentiment and the Nvidia name-drop. The Nvidia collaboration is non-exclusive — meaning Nvidia can work with any competing power supplier simultaneously.  Meanwhile, Wall Street’s consensus price target sits around $7  — less than half the current price. Do not chase this. If you don’t already own it, you’re buying after a 784% annual run on $8M quarterly revenue with no profits. That’s not investing, that’s momentum gambling. If you do own it, take some profits off the table now — stocks that double in a month on news rather than earnings almost always give a significant portion back. Wait for the May 5 earnings to see if actual revenue justifies any of this price action before making any new moves.
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