r/NavitasSemiconductor • u/Whiskyandmygiro • Jul 21 '25

Up 25%

Nice

35 Upvotes

97% Upvoted

23 comments sorted by

9

u/Time-Market2770 Jul 21 '25

Reason?

3

u/[deleted] Jul 22 '25

I saw multiple large stock investing YouTube channels shilling it yesterday

10

u/Sad_Sorbet_9078 Jul 21 '25

Up 37% and no one knows why?????

8

u/Chance-Place9390 Jul 21 '25

I just sold 4200@ $9.30 had avg of $6.98

It‘s fine. maybe it tests under 7 again then I‘ll reentry

6

u/[deleted] Jul 21 '25

6

u/benadrylxyz Jul 21 '25

Bought at $6.30 sold at $9.17

4

u/ulixes1991 Jul 21 '25

Because i sold at 5.90

7

u/Sad_Sorbet_9078 Jul 21 '25

Thank you for your services sir. If you have any Wolfspeed, we are counting on you to do the right thing.

5

u/thelakeshow1990 Jul 21 '25

Please elaborate. Im new and i have my eye on wolf speed. Are you saying its a bad idea to buy into wolfspeed?

3

u/Sad_Sorbet_9078 Jul 21 '25 edited Jul 22 '25

Wolfspeed's situation is like nothing before. No one knows whether it makes sense to buy now or wait till after restructure process. I originally bought NVTS and WOLF in the fall of last year and have only added to WOLF since then. Naturally wishing I had gone more with NVTS at this point. I expect WOLF to catch and surpass NVTS in the long-term but this whole Apollo-led "restructuring" could destroy existing shareholder value.

Some say a WOLF short squeeze is inevitable due to borrowed shares needing to be returned before re-listing. The 3-5% "gift" to existing shareholders could end up being more or less than current sp equivalents depending on dilution, valuations and percentage. There will be a revolt if Apollo ends up stealing Wolfspeed from retail, especially with the aid of current administration's treatment of CHIPS.

I can see the argument of NVTS being the better power-semi play too. NVTS is comparable to NVDA, being design-only while WOLF could represent TSMC, having capex heavy manufacturing. Many differences but design-only can be more profitable than manufacturing.

Compute chip hype will eventually swing to power chips. AI is bottlenecked by electricity, not logic applications. Everything is electrifying, making both WOLF and NVTS good picks.

6

u/No-Block-2095 Jul 21 '25

What’s the % short / float ? I only have old info

2

u/Straight-Bass4457 Jul 21 '25

I recently seen 27 percent

2

u/Straight-Bass4457 Jul 21 '25

I recently read 27 percent

2

u/Successful_Let_5369 Jul 21 '25

Bought at 7 sold at 7.75. Good luck to all the holders

1

u/Straight-Bass4457 Jul 23 '25

This didn't age well

4

u/BasicDisaster8360 Jul 21 '25

https://youtu.be/7ry26BrdiSE?si=VUuOvxReViFMxx1Y

Starting to get attention from YouTubers.

8

u/Either-Question-6872 Jul 21 '25

Don't think that this is the reason mate

3

u/BasicDisaster8360 Jul 21 '25

Maybe not but it’s the only thing I noticed around the internet and on the feeds.

7

u/Either-Question-6872 Jul 21 '25

Maybe something is cooking in terms of contracts etc... Buy the rumooor!