Navitas (NASDAQ: NVTS) is tied to NVIDIA’s next-generation 800V HVDC data center push, giving this small-cap power semiconductor name a real AI infrastructure catalyst. But the company is pressing reset with Navitas 2.0, exiting weaker China consumer markets, and guiding to lower near-term revenue. At the same time, insider selling can spook investors before the long-term upside shows up.
Stock prices used were the market prices of Dec. 5, 2025. The video was published on Dec. 14, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
