Navitas (NASDAQ:NVTS) just made a high-stakes bet. The company walked away from its old mobile business to chase AI data centers and high-power markets, but the revenue payoff hasn’t materialized yet. That’s what makes this story so interesting right now.
Stock prices used were the market prices of April 11, 2026. The video was published on April 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.