The analysis discusses Navitas Semiconductor's stock, NVTS, highlighting its impressive growth of over 300% YTD and nearly 500% in the past 12 months. It highlights that revenue is down 29% year-over-year, and losses per share have doubled. Despite this, the stock continues to rise. Navitas partners with Nvidia, leading to a 25% stock increase overnight. The video emphasizes the importance of this partnership. The analysis mentions Navitas as a pure power semiconductor company focusing on Gallium Nitride. GanFast power ICs charge 3 times faster and they are half the size. The video highlights the target and a inferred fail bound. The stock grew 317% year to date, and 482% in the last 52 weeks. Wall Street analysts currently rate Navitas as a moderate buy with an average rating of 3.44.