Buy NVTS Before Key Earnings Date
"So, as promised, I would be looking to get into Na'vi by a specific date. This specific date, there's really two dates. One is earnings on November 3rd, Monday. So you'd have to add today and tomorrow to get in because as Monday happens we have data it could sell off a bit then it'll run before and then right on earnings it could be somewhere in the $14 range and if they meet or beat, I've even seen stocks that miss it could run. I already think it's fairly oversold to some degree, but this is definitely a range right here of support on the top of my AVP. And I do believe it will drop today, tomorrow, and even potentially Monday before earnings possibly into the mid11 range, which would be even better of a buying opportunity because if earnings are good, it'll run and in the next earnings it will run even more."
The speaker outlines a trade call for Na'vi Semiconductor (NVTS), recommending purchasing the stock before November 3rd earnings as the stock is expected to dip further before rallying. The commentary highlights technical support near the top of the AVP and suggests that the current discount presents a compelling buying opportunity for long-term dollar cost averaging.
Volatile Upswing and Risk in Navitas
"s gotten very much excited because of recent Nvidia news and vision 800 volt data center solutions. They do have earnings coming up within when is Na"
The speaker notes that Navitas experienced a significant 16% upswing, fueled by Nvidia-related news and upcoming earnings. However, they caution that if management does not generate sufficient excitement about its partnerships, the stock could see a sharp decline, reflecting inherent volatility.
NVTS Semiconductor Buy Call with Nvidia Backing
"So back on July 20th, we broke down the case to buy NVTS stock at $6.79. And the reasoning was because they were backed by Nvidia, partnered with Nvidia in several ways. They offer very, very competitive next-gen chips that are faster, smaller, lighter, and have substantial energy savings compared to competitors and at a much lower overall system cost. And of course, we've covered the stock multiple times, and yesterday just hit highs at $14.28, which means over a 2x."
The speaker details a buy call for NVTS, driven by its strong partnership with Nvidia, competitive chip technology, and impressive performance from $6.79 to $14.28.
Navitas: Dangerous and Obscure Specialty Switching Regulator Company
"NVTS: GaN power semiconductor maker claiming 97.8% efficiency in datacenter applications vs competitors' 95%. Partnership with Nvidia for 800V HVDC architecture. Technical analysis shows impressive safety features & temp range (-40C to +125C). High-risk stock with potential if datacenter claims materialize."