This $10 AI Chip Stock Could Soar If NVIDIA Delivers

I will break down Navitas Semiconductor and explain why this tiny power chip company is suddenly on the radar of AI investors. Revenue looks ugly today, analysts are cautious, and the stock already had a huge run. But beneath the surface, I see powerful catalysts forming that could completely change Navitas’ growth trajectory over the next few years. This video walks through the good, the bad, and the real opportunity behind the headlines.

Here's what you'll learn today
✅ Why Navitas is exiting low margin consumer chips on purpose
✅ How NVIDIA’s 800V AI data center shift could change everything
✅ The India semiconductor partnership investors are overlooking
✅ Why today’s valuation looks scary but may not tell the full story
✅ The biggest risks that could derail this AI thesis

Skip ahead:
00:00 - Intro
01:36 - Navitas Profile / Overview
02:54 - Recent News
04:00 - Financials
05:57 - Growth Catalysts
08:07 - Risks and Red flags
09:30 - NVTS Price
10:25 - Analysts’ Rating and Verdict

#Navitas #NVTS #AIStocks #SemiconductorStocks #PowerSemiconductors #NvidiaStock #DataCenterStocks #GrowthStocks #TechStocks #Investing #StockMarket #RickOrford

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DISCLAIMER: Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 21, 2026. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 981% as of 12/10/2025 and measured against the S&P 500 returns of 194% as of 12/10/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. 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.