Navitas Semiconductor (NASDAQ:NVTS) has suddenly become one of the market’s most talked-about power semiconductor stories as investors connect the company to AI data centers, industrial power, EVs, and energy storage. The bull case is that Navitas 2.0 could move the business beyond consumer fast charging and into larger, longer-duration markets.
Stock prices used were the market prices of May 15, 2026. The video was published on May 21, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.