Navitas Semiconductor. Every tracked FinTwit mention of $NVTS, newest first. 81 mentions since the first on Jun 21, 2025. See the price chart.
June 2026 · 17 mentions
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 3
Shay Boloor — @RetailKingsETF $NVTS been crushing it this year 💪↗
Jun 3
BULL OF BRITAIN — Bought $MRVL $NVTS $Kioxia here and added to $DOCN. Too lazy to type why at the minute. Enjoy.↗
Jun 3
Shay Boloor — @FuturumEquities AI racks are becoming massively more power-dense which means companies that can deliver power more efficiently, reduce energy loss, shrink power systems and manage…↗
Jun 3
Shay Boloor — @FuturumEquities You can watch my full $NVTS AI power breakdown here:
https://t.co/AIlnrVB1xb↗
Jun 3
Shay Boloor — $NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads
If AI racks keep scaling to higher power levels the…↗
Jun 3
BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e:
$SIVE (Ayar Labs / NVDA + $GFS news)
$MRVL (Jensens comments / hes…↗
Jun 3
Shay Boloor — $NVTS is up over 25% today after showcasing its new AI server power board inside $NVDA AI Factory MGX ecosystem.
The board converts 800V directly to the chip at 97.5% efficiency w…↗
Jun 3
TheValueist — $NVTS ripping, closing in on an all-time high. Jensen is doing your diligence for you. No need to overthink it. I'm long NVTS 1/21/28 c35.
(Bloomberg) -- Navitas Semiconductor Cor…↗
Jun 3
Shay Boloor — @VanquishTrader $NVTS is one of the best ways to play the AI power theme↗
Shay Boloor — I currently own a 3% position in $NVTS in my Growth Portfolio: https://t.co/Scolttgs2G↗
Jun 3
Shay Boloor — $NVTS showcased an 800V-to-6V AI server power solution inside $NVDA MGX ecosystem thats targeting 97.5% peak efficiency and 2100 W/in power density.
Power delivery is becoming one…↗
Jun 3
Serenity — The difference between NASDAQ and EU listing:
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon…↗
Jun 2
Jason Luongo — 3. $NVTS - Navitas Semiconductor
The only pure-play wide-bandgap company with both GaN and SiC technology. At GTC they demoed a direct 800V-to-6V power delivery board - skipping t…↗
Jun 1
TheValueist — $MPWR $ADI $STM $TXN $NVTS $ON EXECUTIVE OVERVIEW
The source material is best understood as an NVIDIA MGX 800 VDC power distribution board ecosystem display rather than a GPU, acc…↗
Jun 1
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
May 2026 · 37 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 28
Serenity — I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility.
Per NIST filings stated they were the only high volume SiC foundry in America.
Making them ext…↗
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 25
Daniel Koss — Yesterday was pretty great!
Strong moves for all my positions
$HIMS
$LPF / $LPFK
$OUST
$SHMD
and finally a juicy dip in $NBIS below 8ema which allowed me to add it back!
Ove…↗
Apr 23
InvestmentGuru — $NVTS almost $19 today. https://t.co/4WFqtDZ79o↗
Apr 22
Serenity — Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and supply chains like $AMSC or $NVTS.
For the longest time hedge…
March 2026 · 1 mention
Mar 24
Serenity — US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.6…↗
February 2026 · 1 mention
Feb 8
Mike Investing — These are the top 10 BEST picks under $10B
1. $ONDS builds wireless, & autonomous systems for defense, & industrial use.
2. $ZETA turns customer data into AI driven marketing deci…↗
December 2025 · 1 mention
Dec 9
Dustin — $NVTS $BITF $APLD $NBIS 👀👀🚀🚀 which side are you on? https://t.co/AIB00gtKup↗
November 2025 · 1 mention
Nov 3
Kerrisdale Capital — $NVTS, a GaN-focused chip supplier, is up 600%+ since the Nvidia 800V announcement. Aixtron has been overlooked bc it trades in Germany. As w $BZU in our last report, market is bei…↗
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
— Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical th…
Serenity — $XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in.
Given EU CHIPS act 2 is today as the catalyst for European photonics players.…↗
May 27
Serenity — There’s one very compelling name someone called out.
That I ended up taking positions in for power semi exposure.
Heavily tied to $NVDA but not directly mentioned like $NVTS.
C…↗
May 26
TheValueist — $AOSL $POWI $MPWR $NVTS Power semis absolutely ripped and held on to the gains to close the day. Jensen already did your diligence for you. https://t.co/4x550Ek4wf↗
May 26
Frenchie — @Quentin1458252 J’ai déjà acheté du $NVTS à 15$↗
May 26
Shay Boloor — I added $NVTS last year to my 'AI Power' bucket because Navitas was shifting from low-end mobile and consumer markets into the high-power systems that matter for AI infrastructure.…↗
May 26
Serenity — How did my $NVTS position double already lol?
That aside, I did see a very compelling long out of the list of crowdsourced recs earlier for 800 vdc.
Doing more research now! htt…↗
May 26
Frenchie — @JulienTechInvst a émis une thèse très intéressante sur $NVTS
@citrini sont sur l’affaire aussi depuis quelques temps
All eyes 👀↗
May 25
TheValueist — $NVTS $WOLF $POWI $IPWR Updated analysis - 05/24/26 8:48 PM ET
Original tweet: https://t.co/oIcwWc8uOu
METHODOLOGY
• Source capture: authenticated X API refresh of the root post,…↗
May 24
Frenchie — @aleabitoreddit I’m long on both
$NVTS
$WOLF
I use leverage on $WOLF had many good calls on it especially with my family WhatsApp group
Funny they never invested in it 🤣 http…↗
May 24
Serenity — All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WO…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 23
Shay Boloor — TOP 10 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
2. $AEHR | Aehr Test Systems
3. $SOFI | SoFi
4. $IONQ | IonQ
5. $ASTS | AST SpaceMobile
6. $OSS | One Stop Systems
7. $NVTS…↗
Shay Boloor — $NVTS UP MORE THAN 20% TODAY https://t.co/VNvDse9QPD↗
May 22
Shay Boloor — $NVTS just became the latest 10-bagger in the Growth Portfolio 🙃 https://t.co/abR6r90ajR↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
May 20
Antonio Costa — $NVTS setting up to new highs imho https://t.co/LFm8vdiXX4↗
May 20
Jason Luongo — 10. $NVTS - Navitas Semiconductor
Q1 revenue $8.6M, up 18% sequentially. Still early stage but pivoting hard into AI data center power with GaN and high-voltage SiC technology. Ju…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 17
TheValueist — $STM $WOLF $NVTS $ON GaN and SiC: The System-Architecture Race in AI Power
The 650V power semiconductor market is no longer a straightforward comparison between GaN and SiC — the…↗
May 16
TheValueist — $STM $WOLF $NVTS $ON EXECUTIVE OVERVIEW
The source table is a useful high-level competitive map of 650V-class GaN and SiC discretes, but it should not be treated as a clean device…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
Shay Boloor — @RetailKingsETF $NVTS was such a gem at $2 last year↗
May 11
Shay Boloor — $NVTS is expanding into India through Cyient’s new GaN power IC launch built on Navitas 650V platform.
The partnership targets AI data centers, telecom, chargers and EV infrastruc…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 5
TheValueist — $NVTS (Bloomberg) -- Navitas Semiconductor reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $8.60 million, -39% y/y, est…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 1
Frenchie — Les actions que je regarde actuellement :
> $MXL : semi-conducteurs, MaxLinear conçoit des puces pour la connectivité, le broadband, les réseaux, les data centers et certaines inf…↗
May 1
Frenchie — Il faut que je vous parle de @JulienTechInvst
Julien, c’est le plus gros profil francophone sur les semi-conducteurs et l’IA.
Un ingénieur de formation, aujourd’hui chez @SemiAna…↗
Daniel Koss — @Mike10947310 I like $NVTS and $VICR
Why these two together: I want maximum leveraged pure play exposure to this thesis.
They seem like they react the most to the thesis playin…↗
Serenity — @daniel_koss thanks! small positions on $NVTS though. I find photonics theme more compelling overall.
People don't need to get exposure to every story that pops up with $NVDA.↗
Apr 22
Serenity — @pennycheck Was aware of $AOSL, just went with $NVTS instead.↗
Apr 22
Daniel Koss — @aleabitoreddit Yooo love that you are long $NVTS ! It's 2/3 of my exposure to this theme and 1/3 is $VICR :)↗
Apr 22
Serenity — $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explo…↗
Apr 22
Daniel Koss — Added 2 new stocks today!
Both very high risk, but very high reward as well.
Thesis & investment ideas:
AI data centers are hitting a power wall. $NVDA racks now pull so much el…↗
Apr 22
TheValueist — Power semis continuing to rip. $GEV $VRT both with robust revenue growth guidance today (VRT down because short of wisper). Power semis definitely look like a strong candidate for…↗
Apr 22
InvestmentGuru — $NVTS — Navitas Semiconductor is one to watch right now. The company is deep in a strategic pivot — ditching low-margin mobile charger revenue and going all-in on GaN & SiC power c…↗
Apr 21
TheValueist — $NVTS feels squeezy. It is an interesting company and might end up being a customer of reflexivity. https://t.co/5XG18LKET0↗
InvestmentGuru — Top 4 Conviction Semiconductor Plays
$POET — AI bandwidth play. Photonics solving the real bottleneck → data movement. Early + explosive upside.
$NVTS — Power is the constraint.…↗