Navitas Semiconductor. Every tracked FinTwit mention of $NVTS, newest first. 207 mentions since the first on Oct 17, 2025. See the price chart.
July 2026 · 16 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 6
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
KaizenInvestor — Great CICC report on SiC and GaN. $NVTS can be an interesting GaN play here but I'm holding $WOLF as a SiC play.
Wolfspeed is a pure-play SiC power specialist with a suppressed v…↗
June 2026 · 84 mentions
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…
May 2026 · 43 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…↗
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…↗
Mar 21
InvestmentGuru — My Top 4 Conviction Semiconductor Plays
$POET — Building the AI Data Superhighway
AI needs speed, and silicon is hitting limits. POET’s photonics could redefine how data moves ins…↗
Mar 21
InvestmentGuru — AI, EVs, 5G, AR — the future is being built in these 10 semiconductor plays
$POET — Photonics Engine for AI
AI supercomputers need speed. POET moves data faster than any silicon…↗
KaizenInvestor — $NVTS latest report shows a company successfully navigating a major pivot. While Q4 revenue dropped to $7.3 million, the stock is up 3% as investors look toward the future.
The b…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
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…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…
December 2025 · 3 mentions
Dec 20
Shay Boloor — MY 2026 PICKS ARE IN
When I started the growth portfolio, I didn’t expect it to double in each of the first three years.
I make a small set of high conviction picks each year wh…↗
Dec 14
KaizenInvestor — My top 10 growth stocks below $10B market cap going into 2026
1. $PL - Intelligent satellite imaging
2. $IREN - renewable AI infrastructure
3. $HIMS - personalized telehealth pla…↗
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…↗
Dustin — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Jun 27
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBT…↗
Jun 21
Midas — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 17
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS at $2
- $NVTS…↗
Jun 17
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 15
Serenity — @JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward.
(disclosure have exposure to xfab + navitas…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $Q…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Jun 10
InvestmentGuru — CPO & 800V DC SELLOFF — DELAYED, NOT DEAD
➡️ A SemiAnalysis report flagged potential timeline slippage on two of the hottest AI infrastructure trades
➡️ $NVDA’s native 800V DC pow…↗
Jun 9
BULL OF BRITAIN — FYI if the @SemiAnalysis_ news is real. (Speculative)
Its bullish for $AAOI. CPO is what eventually replaces pluggable transceivers.
$AAOI's whole business is pluggables.
CPO…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
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
Midas — I called $NVTS at $6.18 for a +400.0% gain.
One trade is all you need to make generational wealth and to retire your family.
Posting my next play on my FREE discord.
Join here:…↗
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↗
Alphatica — JUST IN:
Navitas is showing off an 800V-to-6V power delivery board at NVIDIA's AI Factory showcase at COMPUTEX this week.
Why this matters: it eliminates the 48V intermediate bus…↗
Jun 3
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…↗
— 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 8
Antonio Costa — $NVTS Calls are getting HOT https://t.co/gqz5Y81V3c↗
May 8
Antonio Costa — $NVTS in a bullish pennant formation. https://t.co/MeF7ufdrJ3↗
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 4
Tradable Astronaut — The index is already surfacing the next movers.
$LWLG clean uptrend off March lows. +18% recently. ATH at 20.30 in sight.
$NVTS wedge breakout. ATH at 22.16 not far.
$USAR de…↗
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…↗
Tradable Astronaut — Most traders find out about a stock after it already moved.
The Aion Index is built to flip that.
1183 tickers. 31 sector profiles. Scored daily using a proprietary multi-factor…↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
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 — 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
Shay Boloor — Wild to see the $NVTS position I initiated less than a year ago already up 10x 🤯 https://t.co/BT6gvTcK75↗
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…↗
Apr 22
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
Tradable Astronaut — While the market went sideways this week the Aion Index kept printing winners.
$POET +19.6%
$NVTS +38.4%
$AOSL +32.6%
$SOXL +43.3%
$AEHR +111.9%
1,182 tickers scored daily.…↗
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
Shay Boloor — @RetailKingsETF What makes it especially interesting is that there are only a handful of viable players at these voltage levels.. big advantage for $NVTS since GaN's role in next-g…↗
Apr 21
Tradable Astronaut — $NVTS on fire +60% since i flagged it
Sad to say i missed this one after watching it for a while https://t.co/tLNO0YJE8V↗
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.…↗
Tradable Astronaut — This is the time to find stocks you have been wanting to own for a while and start sizing in.
Not all at once. Use the volatility to your advantage.
Be prepared to stomach some v…↗
Mar 11
Shay Boloor — $NVTS is up ~20% after launching two 1200V GeneSiC 5th-gen SiC MOSFET packages built for AI power racks with claims of ~35% better switching efficiency.
These parts are aimed at t…↗
— FAVORITE 10 NAMES UNDER $10B
1. $ONDS drone connectivity layer
2. $CIFR landlord of the AI utility era
3. $JMIA scaling logistics across Africa
4. $LMND AI-native insurance platfo…
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $OKLO +47%
2. $RDW +44%
3. $NVTS +41%
4. $ONDS +40%
5. $ASTS +34%
6. $EOSE +33%
7. $AMKR +32%
8. $AEHR +30%
9. $OUST +29%
10. $LRCX +28%…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 7
InvestmentGuru — Some Big Green Stocks today
$SIDU
$SKYT
$AXTI
$RKLB
$ASTS
$OKLO
$ZETA
$PATH
$OPEN
$NVTS
$CRML
$ABCL
$TSSI↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 6
Shay Boloor — Absolutely wild that the growth portfolio is up ~12% in 2026 after just two trading days with no options or leverage.
Just exposure to early disruptors across the biggest secular…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
InvestmentGuru — Best 25 Stocks in This Market — 2026 Watchlist
$IREN – AI Compute / Data Centers /
$IONQ – Quantum Computing
$RKLB – Space / Launch & Aerospace
$ASTS – Satellite Communications
$…↗
Jan 2
Shay Boloor — Wild rotation to start 2026.
$QQQ is red while the growth portfolio is up over 5% carried by these names:
• $NVTS +14%
• $BMNR +13%
• $EOSE +13%
• $IREN +11%
• $CIFR +11%
• $OND…↗
Jan 2
Jose Najarro Stocks — Can 2026 be like this for the rest of the year, asking as a fellow semiconductor investor? Thank You
What are some of your biggest gainers today?
$NVDA
$AMD
$NVDG
$CRWV
$NBIS
$A…↗
Jan 2
Shay Boloor — 2026 OFF TO A HOT START FOR AI DATA CENTER NAMES
• $NVTS +10%
• $ASML +8%
• $MU +8%
• $AMKR +8%
• $ALAB +7%
• $WDC +7%
• $LRCX +6%
• $INTC +6%
• $NBIS +6%
• $IREN +5%
• $ARM +5%
•…↗