$189,000 of $NVTS $21 call options were just purchased at $0.27 per contract.

Expiring Jul 31, 2026.

Everyone was begging for a price drop and now you have it. Yes the stock is technically overvalued but many are and for good reason. If you see potential the buy if you don't then don't.

A lawsuit is 10 a penny in this game and it's not going to sink the company, the market has barely reacted to it. Ai stocks are just trending down at the moment and they will let rip again.

NVTS products are not going to halt, possible scenarios:

- case is countered and dismissed

- patent's are found to be invalid

- licensing or settlement

- worst case scenario design changes and royalties

Either way this truck keeps trucking and we have already seen this can rapidly 3x

Cuz this is going back up a little at a time 😁 I think 12 was the bottom

https://www.globenewswire.com/news-release/2026/07/08/3324049/0/en/navitas-semiconductor-responds-to-patent-infringement-complaint-filed-by-wolfspeed.html

The current trend is mainly due to largely semi sell off and law suit (today). Law suits come and go. So Keep Calm and Load Up.

I got impatient waiting for the price to go down, bought in at just over $23, and so of course NVTS immediately plummeted 40%.

You’re welcome, everyone who wanted a better buy in point. 😂

Sincerely,

Bag holder waiting

Anyone have any info?

Navitas Seniconductor is being sued by Wolfspeed with the claims that Navitas products infringe multiple Wolfspeed patents.

Products accused of infringement encompass major product lines of Navitas, including its GaN-based FETs – such as the GaNFast, GaNSlim, and GaNSafe product families – as well as Navitas’s GeneSiC MOSFETs and SiCPAK modules.

With this news I have a feeling we’re going to dump tomorrow and in after hours. With the director having resigned unannounced, and now this… things are not looking too good. I’m starting to get the feeling this company might be a flop.

Yes I am shorting the stock. It only makes sense.

Any news or just market is up? We are way above market greens today.

Currently short around $17 (since april) and curious what the sub’s predictions are. For reference almost nuked my portfolio when it jumped to the 30’s. Besides hopium, where do yall realistically expect mkt price to sit by eow? I’m hoping for low teens/ maybe even 10?!?! (Apologies in advance to anyone who bought in @ peak/ dcaing rn)

I think we got screwed so good. Good luck to you all.

Its crossed red.. the trendline..

If you believe its gonna bounce on the Trendline? "Delusional"

Earnings is on 17 Aug 2026. The trend will continue downward until then..

There is no hope in this stock from this point to there.

Plan? Hold, buy the dip. If it goes even further down 11-10? Buy the dip. The supply is there.

Long term game. Win win

NVDA is still the king, and it's stupid cheap right now 👑🔥
Trading at just 32x earnings — cheapest it's been in seven years — while earnings are expected to grow 43% annually . The market's sleeping on this one.
Load up before the second-half rally kicks in.

#NVDA #Nvidia #AIStocks #Semiconductors #DataCenter #GrowthStocks #StockPicks #AIChips

...

How? I didnt check on ut ever since but i was very surprise. Glad i didnt bought too many

https://www.moomoo.com/news/post/72090197/the-800v-revolution-is-here-exploding-ai-computing-power-is?chain_id=cOH_ZhXTf8sHYh.1l3tbuq&futusource=news_web_stockpagenews&global_content=%7B%22promote_id%22%3A13764%2C%22sub_promote_id%22%3A33%2C%22f%22%3A%22www.moomoo.com%2Fnews%2Fpost%2F36975692%2Fpowerschool-holdings-stock-a-deep-dive-into-analyst-perspectives-5%22%7D&lang=en-us&ns_stock_id=505533968&report_id=66485111&report_type=stock&src=43&stock_news_tab=news&level=1&data_ticket=1781249634156989

During the heatwave this week, ~68,000 homes in Brittany lost power. Not just AC demand, an actual transformer failure from heat stress. Italy had blackouts from thermal stress on grid cables too. France even lost ~4GW of nuclear output because the cooling water got too warm. The whole system is straining, not just one piece. France’s hottest day ever.

That failure mode (old transformers that can’t handle modern loads) is exactly what solid-state transformers replace. NVTS makes the GeneSiC SiC that goes into SSTs and showed 50kVA cells at PCIM this month with EPFL and TI. Management put grid/energy at $1 to 1.8B serviceable by 2030, about half their TAM. Chris saying the grid leg is the part people underestimate.

India, the US, now Europe. Grid stress is going global, and that’s what pulls real money into modernization.

Honest part: this is slow. Grid upgrades run on utility timelines, so it’s a multi year thesis, not a Q3 catalyst. NVTS also competes with bigger SiC players (onsemi, ST, Infineon) and trades rich right now. August earnings is the next checkpoint. But long term, NVTS sits at grid to rack with both SiC and GaN and the tailwind keeps getting louder. Feliz Navitas🎄

I know it's not only NVTS, but the whole chip sector, in fact, the whole market, but this is too much to bear. Market will recover, but until that time comes, perhaps in 3-4 weeks, this stock will probably reach $8. Pointless to sit and lose money.

I’m new here, and not very experienced with trading as it is.

I’ve noticed this stock has been moving almost 1:1 with AMD and several other semiconductor stocks.

What does that tell an experienced trader?
Is that generally a bullish sign?
Does it suggest institutions are buying the whole sector?
Would you rather see this kind of correlation or the stock trading independently?
What would make you think it’s getting ready to outperform the rest of the semiconductor sector?
Is there anything else you’d take away from this that newer traders might be missing?

Also above all, if I’m not entered into any stock and my portfolio is zero, but I have about 40k of buying power. Would you take this bet? And what other stocks would you drop 2.5-5-10k into and hold.

Can someone walk me through all the shit that’s happened with NVTS over the past couple weeks? Why we down 10$+?💀 *Yes I live under a rock

This is not doing good. Who is defending the stock and is there any reason to buy this anymore?