Should I Buy Navitas (NVTS)? Finance YouTuber Analysis

The YouTuber plans to buy a LEAP call option on Navitas (NVTS) for June 2027, after having previously sold it in the high $20s. He sees the recent crash to $14 as an opportunity, believing Navitas is a 'subsidiary of Nvidia' and that its technology, which sells chips essential for various applications, will continue to do well despite the recent price drop.

“I'm getting in to a leap option on Na'vias for the following year in June. I haven't bought this yet, but I'm planning on doing June 2027, and I want to buy a $15 call option because Na'vias is essentially like a subsidiary of Nvidia.”

The YouTuber is highly bullish on Navitas, aiming to increase his position if the stock drops to $23. He believes Navitas's gallium nitride and silicon carbide chips are crucial for AI data centers due to their efficiency in power delivery, reducing energy loss and heat. He highlights partnerships with industry leaders like Nvidia and the shift towards 800-volt power systems as key catalysts.

“My goal is to get into Navitas. I really love this stock. I want to increase my position and my target for where I want to enter the stock is $23.”

The YouTuber suggests Navitas Semiconductor as a high-risk, high-reward LEAP option play, positioning it as a hidden winner in the AI infrastructure boom due to its efficient power chips. Despite its volatility, he sees a pattern of recovery and believes it can reach $30 again. He recommends a slightly shorter-term LEAP option (200 days) with a 70 delta, aiming for an $8 gain if the stock hits $29 within 30-60 days.

“Navitas could become one of the biggest hidden winners of the entire AI revolution and AI infrastructure boom.”

Henry is bullish on Navitas, which makes power chips using next-gen materials for AI data centers, EVs, and fast chargers. He argues their technology solves the massive power bottleneck in AI, leading to efficiency and scalability, and notes their partnership with Nvidia as a strong endorsement.

“Their technology is faster, smaller, and more efficient than traditional silicon. It is used in AI data centers, EVs, power grids, fast chargers, and they don't really create AI, they more so power AI.”

The YouTuber is buying Navitas (NVTS) because it provides essential power chips using gallium nitride and silicon carbide, which are crucial for the energy demands of AI data centers. He argues that AI's bottleneck is electricity, and NVTS's technology improves efficiency, reduces energy loss, and increases power density, making it a key infrastructure play for the AI boom. Recent partnerships and analyst upgrades further support his bullish thesis.

“I am buying every single share that I can. And I covered this stock 7 days ago. And since then, this stock has shot up from $17 per share to over $20 per share. And it's still running.”

The YouTuber is buying Navitas because it provides power chips using gallium nitride and silicon carbide, which are crucial for the energy efficiency demands of AI data centers. He argues that while others chase AI chips, the real bottleneck is electricity, and Navitas is solving this issue, making it a smart way to play the AI backend energy demand. The company has a small market cap with significant upside potential.

“AI isn't just compute, it's energy. AI data centers are hitting massive power limits. And efficiency equals profit plus scalability. That's where Na'vias comes in.”