Video Description

In today’s video, I’m diving deep into Navitas Semiconductor (NASDAQ: NVTS), a pure power semiconductor company that could become one of the biggest winners in the AI data center revolution. I’ll break down exactly why NVIDIA’s new 800V DC architecture could send Navitas soaring and why this “quiet partner” might be one of the best high-risk, high-reward plays in 2025. ✅ How Navitas is transforming its business with GaN and SiC technology ✅ Why NVIDIA’s 800V DC partnership could be a game-changer for AI data centers ✅ The key financial risks and why they might not matter long term ✅ How Navitas plans to move away from low-margin mobile markets ✅ The one catalyst Wall Street isn’t pricing in yet ✅ My bullish and bearish take on NVTS heading into 2026 Skip ahead: 0:00 - Intro 2:01 - Navitas overview 3:11 - NVTS price 3:51 - Financials 8:14 - Analyst verdict #NavitasStock #NVTS #NVIDIA #AIstocks #RickOrford #StockMarket #Investing #TechStocks #GrowthStocks #Semiconductors #GalliumNitride #SiliconCarbide #DataCenters #AIRevolution #ElectricVehicles #HighRiskHighReward #WallStreet #NVDA #StocksToWatch #StockAnalysis 🚀 Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko 🌐 Website: https://rickorford.com 📈 Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks 🔔 Don’t forget to like, subscribe, and turn on notifications for more exclusive content! DISCLAIMER: Stock prices used were the market prices of Nov. 5, 2025. The video was published on Nov. 7, 2025. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 1045% as of 10/17/2025 and measured against the S&P 500 returns of 189% as of 10/17/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.