To The Moon

$Navitas Semiconductor Corp(NVTS)$  Navitas Semiconductor might not be a household name yet, but it’s one of those smaller tech companies quietly working on the kind of technology that could shape the future. The stock trades around USD 13–14 per share, and while it’s much smaller than the big tech names, its ideas are big.

The company focuses on gallium nitride (GaN) and silicon carbide (SiC) semiconductors — advanced materials that are faster, more efficient, and more compact than traditional silicon chips. These chips are becoming crucial in electric vehicles, renewable energy systems, and even the power supplies behind AI data centers.

Financially, Navitas is still in the early growth phase. It made around USD 83 million in revenue last year, though it’s not profitable yet. The company is investing heavily in expanding production and building long-term partnerships, which explains the current losses. Like many young tech firms, it’s focusing more on scaling and technology development than short-term profits.

Why It Could Be Worth Holding

If you believe in the long-term shift toward clean energy, EVs, and efficient power management, Navitas fits right into that story. It’s not a quick win — it’s a company to hold and watch over the years. As demand for efficient chips grows, especially in fast-charging, automotive, and industrial markets, Navitas could be in a strong position to benefit.

It’s a higher-risk stock because it’s smaller and not yet consistently profitable, but it’s also one with potential. For investors who can handle some volatility and are looking years ahead, NVTS looks like one to keep in the portfolio for the long run.

In short: Navitas is a growth story in progress. It’s not the safest play, but if the company continues to deliver on its technology and partnerships, the future could be very rewarding.