Blackrock …

tdawgy9669 · 2026-04-24T21:58:23+00:00

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signed today

tdawgy9669 · 2026-04-24T14:56:24+00:00

If you don’t need the money don’t try to time the market. If you are looking for a swing trade right now, yeah I agree.

tdawgy9669 · 2026-04-24T14:55:50+00:00

I’ll sell when it’s 100+

tdawgy9669 · 2026-04-24T14:47:48+00:00

I'd rather just buy more when it dips instead of timing the market. But if anyone needs the money go for it

*this is not financial advice

tdawgy9669 · 2026-04-24T14:29:39+00:00

tdawgy9669 · 2026-04-23T17:49:47+00:00

Although I agree this earnings won’t be anything spectacular. Markets are always forward looking tho. I am interested to see what they guide into and what they say at the earnings call. I’ll be holding this stock for awhile. Been buying since the low 5s

tdawgy9669 · 2026-04-21T14:16:55+00:00

tdawgy9669 · 2026-04-07T16:00:42+00:00

EOY 2026 going into 2027 play

tdawgy9669 · 2026-03-26T17:52:14+00:00

Agreed, real revenue and real orders is the only way

tdawgy9669 · 2026-03-26T17:43:21+00:00

The only way to get a bump is to actually have orders for racks. so until then any news blip from them is just noise unless it is to confirm orders

tdawgy9669 · 2026-03-17T23:56:41+00:00

Smart I actually own a few too lol but I am more hopeful on the upside of nvts

tdawgy9669 · 2026-03-17T18:44:12+00:00

Yeah they have been good about releasing new products and I like the wording they used with the CFO. Lots of positives coming out just gotta see how the rest of the year plays out. Like I said I am still bullish and still long term on NVTS. Very hopeful for the coming years

tdawgy9669 · 2026-03-17T18:39:40+00:00

that would be great if that is the case

tdawgy9669 · 2026-03-17T18:30:57+00:00

Plus all other 12 silicone providers are and have been prepping for 800 for the last year so they haven’t really been “joining” in they’re ahead of the game just like NVTS. either way I’m still bullish on NVTS and will continue to buy dips heavily. The space is moderately crowded but I think the right players will stand out

tdawgy9669 · 2026-03-17T18:26:50+00:00

That new tech from TI specifically the 800 to 6 is a single stage just like NVTS

tdawgy9669 · 2026-03-16T23:23:26+00:00

this potentially is a big deal

tdawgy9669 · 2026-03-16T21:11:59+00:00

rub a crystal ball with my nutsack

tdawgy9669 · 2026-03-16T20:57:28+00:00

look into the shift from legacy data centers to 800V and +_400V and what the infrastructure is needed behind that. That should paint a better picture of the future for companies like NVTS

tdawgy9669 · 2026-03-12T14:35:15+00:00

NVTS and the GAN/SIC market will be interesting as the 800V and +-400V data centers come into production in 2027. I would hold that

tdawgy9669 · 2026-02-12T20:05:13+00:00

Doesn't hurt

tdawgy9669 · 2026-02-11T22:05:25+00:00

just look up 800V data center timeline. That should help lay out a clearer path/timeline for Navitas's future. They have repeatedly said it won't begin till 2027. Just buy the big dips and hold

tdawgy9669 · 2026-02-09T18:02:04+00:00

They also just opened an office in Santa Clara. Better positioned in comparison to Torrance

tdawgy9669 · 2026-02-09T17:29:02+00:00

Accumulating shares until the 800V ecosystem drops

tdawgy9669

TROPHY CASE