Navitas Semiconductor: A Contrarian’s Tale of $10K and GaN

Let’s cut to the silicon: If you’d thrown $10,000 at Navitas Semiconductor (NVTS) two years ago-*cough* a bold move, *cough*-you’d now be sipping lukewarm coffee while the market hands you a participation trophy of $7,500. But fear not! This isn’t a eulogy for your cash; it’s a love letter to the art of *patience* (a skill Wall Street forgot in 2020, along with basic hygiene). Oh, and if you’ve only been watching since 2025, kudos! You’ve missed the chaos but caught the rocketship. How *20/20 hindsight* of you!

Why Navitas’ Stock Is Dancing Like a Possessed Priestess in 2025

Behold the magic of mid-May 2025: Nvidia and Navitas decided to team up and build data centers so efficient, they’ll make your 1980s mainframe weep into its floppy disks. These aren’t your grandmother’s data centers-they’re 800V powerhouses needing silicon carbide (SiC) and gallium nitride (GaN) chips to function. Navitas, of course, sells those. It’s like giving a baker a recipe for eternal life… if the baker also happened to sell the ingredients.

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To the Growth Investors: Patience Is a Virtue… or a Ticking Clock

Let’s not pretend the last two years were a picnic. Navitas’ stock took a nap in 2023 while the world realized electric cars are as reliable as a witch’s love potion and smartphones are now as exciting as a tax audit. But here’s the contrarian twist: When the market threw a hissy fit, *you* bought that “broken toaster” for $8 a share. And now? Well, the toaster’s baking croissants. Bravo!

Remember: Growth stocks are like a first date. You ignore the red flags (dips, market panic, that one time the CEO said “disrupt” 14 times in a row), and then-*poof*-Nvidia winks, and suddenly you’re engaged. Just don’t forget to ask about their long-term plans… and their emergency fund.

Invest wisely, or as Mel Brooks might say: “The most powerful force in the universe is compound interest… and also, apparently, gallium nitride.” 🚀

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2025-08-12 17:47