NVIDIA’s 800V Data Center Shift = Massive Move for This Tiny AI Supplier

Video Description

Navitas is one of the most misunderstood small-cap AI infrastructure plays right now. 🚀Visit our sponsor and get 15% off through this community link: https://www.investing-referral.com/rickorford/ In this video, I will break down why NVIDIA's selection of Navitas for next-generation 800V HVDC data center power is a significant validation catalyst and why the company’s “Navitas 2.0” pivot is intentionally painful in the short term. Revenue is falling hard, guidance is weak, and insider selling headlines are shaking confidence. Still, the long-term opportunity in AI data centers and high-power electrification is growing, not shrinking. ✅ Why NVIDIA’s 800V shift could re-rate Navitas if deployments scale ✅ What Navitas 2.0 really means and why revenue is dropping on purpose ✅ The new 3300V and 2300V ultra-high voltage SiC products and why they matter ✅ The hidden risks: China exposure, tariff pressure, and execution risk in the pivot ✅ What I need to see next for NVTS to go from “story” to “real turnaround” Skip ahead: 0:00 - Intro 2:14 - Navitas overview 3:31 - Recent news 4:12 - Financials 5:30 - Growth catalysts 7:58 - Risks and red flags 9:53 - NVTS price 10:23 - Analyst Verdict #Navitas #NVTS #NVTSStock #NVIDIA #NVDA #AIStocks #Semiconductors #DataCenter #PowerSemiconductors #GaN #SiliconCarbide #SiC #AIInfrastructure #HPC #EVCharging #StockMarket #Investing #StockAnalysis #MotleyFool #RickOrford 🌐 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 Dec. 5, 2025. 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.