Pep Invest(@Pep_Invest):$NVTS still feels like one of the cleanest 800VDC plays out there. The company covers the whole power chain, from SiC on the grid side to GaN close to the GPU. Most people are focused on today’s small revenue base and completely miss the potential of the 2027 ramp. $NVTS helps power the entire AI buildout.

Pep Invest

@Pep_Invest

Technology, Markets & Supply Chains Not Financial Advice. Founder of Pep Research Creator of

参加 November 2021

495 フォロー中 14.7K ファン

Pep Invest@Pep_Invest

2026.08.19 22:18

$NVTS still feels like one of the cleanest 800VDC plays out there. The company covers the whole power chain, from SiC on the grid side to GaN close to the GPU. Most people are focused on today’s small revenue base and completely miss the potential of the 2027 ramp. $NVTS helps power the entire AI buildout.