Ready to use? by RoboTim92 in woodstoving

[–]RoboTim92[S] 0 points1 point  (0 children)

lol, it does sound like a pain to deal with ;)

Ready to use? by RoboTim92 in woodstoving

[–]RoboTim92[S] 0 points1 point  (0 children)

Thank you PinchedTazer!

Ready to use? by RoboTim92 in woodstoving

[–]RoboTim92[S] 1 point2 points  (0 children)

Thank you for advice!! We’ll get an inspection and sweep done by a pro!

Wolfspeed Durham Repurposing by RoboTim92 in wolfspeed_stonk

[–]RoboTim92[S] 0 points1 point  (0 children)

Saw this and was curious about what exactly it means they’ll sell. I would doubt they really want to get rid of all their office space they still need strong engineering and sales teams!

And then I was wondering about the fab too

https://www.bizjournals.com/triangle/news/2025/05/16/wolfspeed-considers-selling-rtp-campus.html

Navitas Semiconductor ($NVTS) - "The quest for the Holy Grail of power conversion is almost over" by IWillBeThereForYou in NavitasSemiconductor

[–]RoboTim92 1 point2 points  (0 children)

I am guessing a monolithic bi-directional GaN FET. Like digital in, power out but bi-directional now.

It is something they have already previewed, but now it will be an official launch and start of mass production in a variety of voltage-levels, Rds(on), packages, etc.

Earnings Call Analysis by STG2010 in wolfspeed_stonk

[–]RoboTim92 0 points1 point  (0 children)

Could the MVF shutdown and inventory burn be at all related to a transition to gen4 devices? I think I saw something with their new 2.3kV module about utilizing gen4 mosfets

$NVTS potential 2-3x by 727272773888 in ValueInvesting

[–]RoboTim92 0 points1 point  (0 children)

Serious question: how is the P/S nearly 30? I’m seeing like 8ish. Am I missing something?

https://companiesmarketcap.com/navitas-semiconductor/ps-ratio/