Navitas Semiconductor. They had a year, didn’t they? Up 376%. People got excited. They always do. It’s a pattern. Like the seasons. Now it’s back down some. About nine dollars a share. Still up year to date, of course. 250% over twelve months. A blip. So it goes.
They make chips. Gallium nitride and silicon carbide. Fancy stuff. Supposedly faster, more efficient. Nvidia wants them for their data centers. Starting in 2027. A long time to wait for a miracle. They’re pivoting, too. Away from phones and computers, towards bigger things. Data centers, electric cars. A sensible move, I suppose. Trying to find a bigger pond.
Analysts expect a dip this year, because of all the shifting around. Then, maybe, the Nvidia deal will kick in. Maybe. The stock has a price target of eight dollars. Which means, essentially, it might not go anywhere. Not really. It’s not consistently profitable, this Navitas. A gamble. And the world has enough of those.
Which brings us to IBM. A less flashy story. A less… hopeful story. But a story with a history. They’ve been around. They used to make computers, remember? Now they’re an AI powerhouse. Consulting, cloud computing. The usual. They grew revenue 8% last year. Earnings 12%. Margins went up. A solid, predictable performance. Like a well-maintained machine.
They signed a deal with Nvidia, too. To make their AI platform faster, cheaper. They bought Confluent. A data streaming platform. 40% of Fortune 500 companies use it. They’re trying to get data flowing. Faster, more secure. Because data is everything, isn’t it? The new oil. The new god.
And then there’s quantum computing. They released a “blueprint.” A way to make quantum computers work with regular computers. It’s complicated. I won’t bore you with the details. It’s just another attempt to solve the unsolvable. Another way to postpone the inevitable.
They’ve been raising their dividend for 27 years. A small gesture, perhaps. A way to keep the shareholders happy. A way to pretend that everything is alright. It pays 2.67%. Not a fortune. But enough to buy a cup of coffee. Or a moment of peace.
Analysts think the stock could go to $340. A 36% upside. It’s reasonably valued. A forward price-to-earnings ratio of 20. Not bad. Not spectacular. Just… solid. Like a good pair of shoes.
IBM won’t have a 376% burst like Navitas. It’s not that kind of company. It’s not that kind of world. But it might, just might, be a consistent winner. A quiet, unassuming winner. Which, in the grand scheme of things, is perhaps the best we can hope for. So it goes.
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2026-03-23 03:03