Navitas — GaN/SiC power chips (NVDA 800V partner)
| Filed | Form | Activist | % of class | Conviction | |
|---|---|---|---|---|---|
| 2026-04-23 | SCHEDULE 13D/A | Singh Ranbir | 8.1% | Med | filing |
“All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick? https://t.co/Y10KR6HLVC” post →
| Date | Tweet |
|---|---|
| 2026-05-24 | All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick? https://t.co/Y10KR6HLVC → · 2822 likes · 2,902,594 views |
| 2026-04-22 | Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and supply chains like $AMSC or $NVTS. For the longest time hedge funds shorted domestic American sectors like energy + Solar to the point of bankruptcy... By betting with China on th… → · 1267 likes · 335,895 views |
| 2026-04-22 | @daniel_koss thanks! small positions on $NVTS though. I find photonics theme more compelling overall. People don't need to get exposure to every story that pops up with $NVDA. → · 97 likes · 27,794 views |
| 2026-04-22 | @pennycheck Was aware of $AOSL, just went with $NVTS instead. → · 106 likes · 67,687 views |
| 2026-04-22 | $NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include… → · 909 likes · 788,096 views |
| Report | Date | Stance |
|---|---|---|
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.