The video analyzes Navitas (NVTS) and Marvell (MRVL) stocks, highlighting a potential competitive threat to Navitas from Marvell's new power delivery solution (PIVR). NVTS is trading around $7, while MRVL is near $81. NVTS revenue dropped 53% to $10.1 million, while MRVL's revenue rose to $2 billion, a 58% year-over-year increase. Analyst consensus rates MRVL as a moderate buy with an average score of 4.35 and a target price of $122, indicating about 45% upside, with beta around 2. NVTS has an average hold rating, a score of 3.22, and a high target price of $13, there is 63% upside in the stock and beta around 3. Marvell is now focusing on power delivery, directly competing with Navitas. This PIVR can minimize the energy loss, and maximize high-performance.