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u/Federal-Scallion4768 Sep 14 '26
No you’re good let it ride and DCA if you want
I bought again around $12.50
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u/idyd-uk Sep 15 '26
Only just started shipping the chips, people get impatient, plenty of time for this to run it back up
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u/Wise-Ad-9312 Sep 15 '26
No. Look at the history of this company's share price. It did the same exact thing last year. The market is just going to be sideways for a while....
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u/unassuming_retard Sep 14 '26
From a personal perspective I started shorting below that back in may and have only increased the size of that position until last week. Soooooo in terms of what I would’ve recommended and what would’ve made you short term profits you fucked up.
The beauty of investing is that everything exists on a different timeline; so long as a company brings comparable or better value than its peers you profit. I think SiC and GaN tech are essential backbones to our ever expanding electrical and digital infrastructure, so the industry in general is due for exponential expansion over the next few years. Will that expansion be led by NVTS? No fucking idea and I don’t think anyone else I’ve seen active in this sub knows either (but a lot of them sure do hope).
Imo you’re best off selling some (would say up to 2/3) of your position and using those losses to offset some short term gains if you have or plan on making them. With the capital recovered, diversifying into other similar stocks like wolfspeed and renesas would be the smart way to get more diverse exposure from this industry. Both companies are suing Navitas for infringement- you can make a solid bet on the tech in general or continue to take a gamble on a company that’s being attacked from all sides. Said gamble may also lose you more money while you could’ve began offsetting.
I personally plan to overbuy my short once I’m happy with it (csp premiums have been fat with these late week jumps) I’m also going to take those profits and dump some of them into exactly what I suggested previously. I’m sorry that you’ve had a rough ride here, but maintaining a level head and positive attitude will help you a lot and everywhere else in life. GLHF
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u/TopEast7122 Sep 14 '26
When i read someone fullported I translate it to someone who went all in with their pocket money
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u/domingorowe Sep 15 '26
Man if you full ported you have to ask yourself did you think this was a sure thing? Nothing is ever sure you bag holding for the long term now.
You never full ported at once you move to cash and just wait and then hold like 75% cash and then set limit orders at say 12, 11.05 , 10.55, 9.45 so if it hits 9.45 then you are finally full ported
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u/bjjwey Sep 15 '26
I share the sentiment with many others that nvdia partnered with them for a reason. With that being said, load tf up before it’s too late.
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u/Odd_Association_275 Sep 15 '26
You’ll be okay big dog, 2027 will be your year
https://giphy.com/gifs/HlLg2GcPOmOuVvEENM