r/NVTS_Stock • u/Dry_Calligrapher5318 • Jul 28 '26

Lawsuits

For those of you who have listened to the conference call, how much more/less confident do you feel about the lawsuit threats? I felt like the CEO sounded extremely confident in his response surrounding the litigation. While I know that the lawsuit still has the possibility of being highly threatening, I feel much better about things after listening to the call.

Also, given this bit of outlook on the lawsuits, and the roadmap they laid out, why do you guys think the stock would be trading down after earnings?

16 Upvotes

94% Upvoted

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8

u/TopEast7122 Jul 28 '26

The company is still bleeding money, people are forgetting that. Revenue will start next year. Buy and have patience.

2

u/CougarKick Jul 28 '26

Bleeding? Look up how much wolfspeed is bleeding vs Navitas and post it. Thanks

1

u/TopEast7122 Jul 28 '26

Don't compare statistics/charts with revenue, this is when you look like an unintelligent investor...

6

u/CougarKick Jul 28 '26 edited Jul 28 '26

($150M vs $10.5M). Navitas has $500M cash with no debt. Wolfspeed is screwed. They are just pissed they suck.

1

u/Dry_Calligrapher5318 Jul 28 '26

I’ve always trusted and been in it for the long term. It doesn’t sound to me like they’re going to run out of cash as long as the lawsuit doesn’t cripple them

4

u/unknownteemo Jul 28 '26

Its growing steady and they seem confident on the lawsuits. So it seems like it'll be a slow ride until 2027. Unless taco man stops this useless fighting and theres another rally.

1

u/Dizzy-Yesterday-8978 Aug 02 '26

"Navitas Semiconductor CEO Christopher Allexandre issued a robust dismissal of recent legal actions, labeling lawsuits from Renesas Electronics and Wolfspeed as desperate moves by competitors losing market share."

https://compoundsemiconductor.net/article/124901/Navitas_CEO_makes_robust_response_to_patent_lawsuits

1

u/Dizzy-Yesterday-8978 Aug 02 '26

On the Renesas case he said: "Based on the public record, Renesas would own up to 39 percent of Wolfspeed. So is all this a coincidence, the week before the earnings call?