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PrintMoney Mod
@printmoney
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NVTS
I love semiconductors.

$NVTS sees grid infrastructure as a major AI-driven growth opportunity through 2030.
Navitas estimates that the grid infrastructure market opportunity could reach up to $1.8B by 2030.
$NVTS AI infrastructure revenues jumped 50% sequentially in first-quarter 2026.
May 22, 2026 · 02:26 PM · 79 views
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PrintMoney Mod
@printmoney · May 22, 2026 · 04:54 PM
NVTS
This is a good qualitative comparison analysis, on public data. $NVTS
Link to
sg.finance.yahoo.com
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Luwyn
@luwyn · Jun 05, 2026 · 08:49 AM
NVTS
I want to preface this with the fact that I am looking to buy in this space. I have few concerns that I have not been able to settle yet - in the short term of 1 to 2 years.

What would you say to those that read headlines like the following:

"Nearly half of US data centers planned for 2026 canceled or delayed and it's expected to get worse".

Also, there is a great need for power to enable the infrastructure to operate. Will this power be available and where will be sourced?
www.msn.com
MSN
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