Added to YB: 2026-06-16
Pitch date: 2026-06-11
NVTS [neutral]
Navitas Semiconductor Corporation
+7.86%
current return
Author Info
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Company Info
Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.
Market Cap
$5.8B
Pitch Price
$22.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-89.98
P/E
-37.51
EV/Sales
137.25
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Navitas Semiconductor Corp. - $NVTS
NVTS (short): NVIDIA MGX collaboration PR sparked spec frenzy—stock hit $34 on 112M vol (50%+ of shares turned over), briefly $8.5B mkt cap on <$50M 2026 rev, pre-any chip sales. Founder Singh abruptly resigned board, selling shares; SPAC sponsors dumping into Triggering Event share issuances (Event III ~3 days away). Failed prior pivots (EV, phone charging). Author skeptical on seamless data center transition.
Read full article (5 min)