Navitas Semiconductor (NASDAQ:NVTS) offers a different kind of AI investment story. Instead of building GPUs, the company focuses on power conversion, energy efficiency, and high-power infrastructure. That could matter if AI scaling becomes limited by physics, heat, and electricity rather than software or model size alone.
Stock prices used were the market prices of July 10, 2026. The video was published on July 20, 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.
