I’m picking NVTS for AI and Data Center Expansion. Basically this is a company specializing in next-generation power semiconductors, including gallium nitride (GaN) and silicon carbide (SiC) technologies. These are used in high-growth areas like AI data centers, electric vehicles (EVs), mobile charging, and renewable energy.
• NVTS eyeing revival through NVIDIA AI synergies—volume’s solid, but P/E flags caution. Buybacks could turbocharge if fundamentals align; divested $100M+ last year signals pivot potential.
• Risk-reward tightening.. Upside from scale-ups and partnerships; downside on costs/delays.
• Pre-market buzz tied to EV/AI tailwinds—partnership expansions and earnings guidance in focus.
• Shares breaking 50-day MA on volume—technical setup for extension if momentum holds.
• Despite revenue dip, EV/semi growth narrative intact—optimism hinges on delivery.
Not financial advice, DYOR, but if AI infrastructure bottlenecks persist (hello, NVIDIA Blackwell), NVTS could be the under-the-radar winner. At the current price, I’d say the room to run is to $16 after $9 breaks. We saw this on APLD. This narrative is the play.
Q3 earnings Nov 3 could spotlight AI progress; ECCE and WiPDA conferences in Oct/Nov for tech showcases; CES 2026 prep might drop EV bombshells via VREMT. Recent manufacturing ramps and CEO shakeup already juiced the stock 40% on news. I’m in for 700 shares already. When I hit 10K it’ll be a YOLO.
Good luck to all 👊🏻
