Navitas Semiconductor drew a $1.5M put sale, a bullish options bet. x.com 

Navitas Semiconductor could get a huge sympathy boost if Nvidia's earnings are well received. It showed relative strength against a red tape on Friday's options expiration and respected its daily 9-day EMA very well. x.com 

Navitas Semiconductor's 20%-plus jump prices in a lot for a contract to develop, not to ship. The US Army selected Navitas to develop next-generation 10 kV silicon-carbide power semiconductors, a development deal rather than production revenue. x.com 

Navitas being selected by the US Army to develop next-generation 10kV silicon carbide power semiconductors could open new markets. As the military builds domestic manufacturing and validation capacity, the project, if it progresses, would strengthen Navitas's credentials in high-voltage SiC and defense and help open defense, grid and data-center high-voltage power markets. The stock still does not look expensive and is rebounding off a major weekly trendline, which looks very bullish. x.com 

Navitas Semiconductor is one of the favorite names of 2026, pitched about 15 times this year, and it has risen 47% since the April 8 thesis. x.com 

Navitas Semiconductor looks expensive at $14.45, about 40% above a fair range of $8.10-10.32, with $16.88 as the expensive threshold. It trades at 88.1x EV/sales with forward EPS of -$0.13. The levels come from reported earnings and revenue estimates, with no fundamental work. x.com 

Navitas Semiconductor's acquisition of Claros makes it one of the only pure-play AI power companies spanning grid, rack, board, package and silicon. Claros adds power delivery integrated directly into the xPU, doubling the 2030 market opportunity to $8B+; Navitas is already designing for an unnamed xPU customer and Samsung Foundry signed on for US production. Power is the next AI battleground. Assuming half stock payment, dilution is only about 3% to double the addressable market. x.com  x.com  … Show more

Navitas Semiconductor's opportunity now spans the entire AI power stack, from the grid to the chip, not just GaN. As StockSavvyShay noted, closing Claros adds integrated voltage regulators next to AI processors and more than doubles Navitas's 2030 AI power opportunity to $8B, covering 10 kV SiC near the grid, 800V rack conversion, GaN in the rack and power at the chip. x.com 

Navitas Semiconductor is unattractive because of its cash-burn dynamics at its current stage, not because its technology is bad. A post the author replies to notes Navitas keeps a conduction-loss advantage in higher-current applications. x.com 

Navitas is the highest-beta standalone pure play on gallium nitride for the shift to 800V DC data centers. It pivoted from consumer GaN chargers, where it was losing share to cheap Chinese rivals, to higher-margin AI data-center solid-state transformers, where it is seen as the default GaN supplier, even ahead of Infineon. An acquisition two years ago added credible silicon carbide capability. Execution risk is high for a small company making such a concentrated bet. x.com