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NVTS · Navitas Semiconductor CorporationNavitas Semiconductor Corporation
📋 Investing in American companies like AMSC and NVTS is bullish due to national security and supply chain reshoring themes, supported by government and NVDA involvement
medium convictionFirst mentioned Apr 22, 2026
Investing in American companies like AMSC and NVTS is bullish due to national security and supply chain reshoring themes, supported by government and NVDA involvement.
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$28.51
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entry Apr 22, 2026
Thesis Lifecycle
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openedApr 22, 2026
NVIDIA's push to 800V DC infrastructure benefits NVTS due to its exposure to SiC/GaN ICs for 800V DCs.
source ↗📝
updatedApr 22, 2026
Investing in American companies like AMSC and NVTS is bullish due to national security and supply chain reshoring themes, supported by government and NVDA involvement.
source ↗