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NVTS - Navitas Semiconductor

Posted on 10/15/25 at 3:08 am
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 3:08 am
Anyone in on this one? They just did an agreement with NVDA.

I like what I’m seeing. I’m in for the ride.

Got in at $11 and seems to be starting takeoff.


“Nvidia has picked the gallium nitride (GaN) and silicon carbide (SiC) firm as a key supplier for its next-gen high-voltage (HVDC) artificial intelligence (AI) factory architecture. “
This post was edited on 10/15/25 at 3:46 am
Posted by dstone12
Texan
Member since Jan 2007
38178 posts
Posted on 10/15/25 at 6:31 am to
You just reminded me of this.


Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 6:41 am to
Ha ha
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 8:59 am to
I’m gonna bump this because I love you guys and think you guys are really missing out on something here.

Who’s gonna ride with me?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
18845 posts
Posted on 10/15/25 at 9:33 am to
Got in this morning. Probably at the high but I expect it to run. Looks like it’s getting a lot of attention.
This post was edited on 10/15/25 at 9:35 am
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 9:36 am to
Yes!!

Thank you, my man. I felt very lonely on this one!!!

Let’s Ride!!!

This post was edited on 10/15/25 at 9:37 am
Posted by PlootyPlucker90
Baton Rouge
Member since Dec 2017
42 posts
Posted on 10/15/25 at 9:39 am to
You just convinced me to throw 1000$ at it as well! Lets get it!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
18845 posts
Posted on 10/15/25 at 9:40 am to
I was in the phone with a work buddy this morning and casually mentioned the market and he got into his trades and mentioned this one was being bought up. I took it as a sign.
Posted by LSUGrad2005
Member since Aug 2018
828 posts
Posted on 10/15/25 at 9:41 am to
Also took a small position this morning, I guess we will see
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 9:53 am to
Holy hell.. now we got a party bus riding!
This post was edited on 10/15/25 at 10:20 am
Posted by BCreed1
Alabama
Member since Jan 2024
6241 posts
Posted on 10/15/25 at 11:37 am to
I'm in.

Calls sold are great for the price of the stock. That tells me money is coming in.

Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 4:25 pm to


This stock has crushed it for me the past 2 days!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
18845 posts
Posted on 10/15/25 at 5:38 pm to
Obviously today was a good day if you were already in yesterday.

I need to do a deeper dive into their financials to see how much conviction I have to it long term.
Posted by Rendevoustavern
Member since May 2018
1776 posts
Posted on 10/15/25 at 6:41 pm to
Didn’t BB88 bring up NVTS a while ago? I picked up 1,500 shares back in May for some reason and I feel like it’s because of BB88.
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/15/25 at 6:59 pm to
quote:

Obviously today was a good day if you were already in yesterday. I need to do a deeper dive into their financials to see how much conviction I have to it long term.


I did. I sold my NBIS call on Monday when it was $135. It broke my heart but I felt I needed to sit on the sideline for a minute.

Then I got a tip on NVTS yesterday morning and bought many calls when it was at $11,33.

Damn thing has been on a run since! Hoping to get back into NBIS somewhere close to earnings time.
This post was edited on 10/15/25 at 7:25 pm
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
18845 posts
Posted on 10/16/25 at 6:44 am to
Looks like it’s wringing out a few more $$ pre market today on the AI boost.
Posted by bayoubengals88
LA
Member since Sep 2007
23478 posts
Posted on 10/16/25 at 6:55 am to

quote:

Didn’t BB88 bring up NVTS a while ago? I picked up 1,500 shares back in May for some reason and I feel like it’s because of BB88.


I posted this but not until early August:
quote:

NBIS (1-2x)
HGRAF (5x)
AMPX
ASTS
BBAI
HIMS
NVTS

Congrats on holding!
Posted by AuBeerStud
Michigan
Member since Feb 2013
415 posts
Posted on 10/16/25 at 8:36 am to
Posted by PlootyPlucker90
Baton Rouge
Member since Dec 2017
42 posts
Posted on 10/16/25 at 8:44 am to
How much more do you think this stock has in the tank? Should we be looking at taking some profits?
Posted by bayoubengals88
LA
Member since Sep 2007
23478 posts
Posted on 10/16/25 at 9:04 am to
quote:

Should we be looking at taking some profits?
In this market? I would. Especially on stocks with poor fundamentals.
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