Ticker brief
NVTS NAVITAS SEMICONDUCTOR CORP
Technology · Semiconductors
last close
$11.49
1 day
-8.2%
14 days
-20.5%
mkt cap
$3.5B
signals 14d
68
authors 14d
45
crowd 14d
+0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 114% mid · 62 pctile own 1y | IV/HV 1.07× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | +0.089 60 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +2.93 thin | 5-session Δ -0.23 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-25 (z=2.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now -0.12 (−1 bearish … +1 bullish)
Who spoke45
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Arturraposo1R | B | -0.66 | 7 | +0.45 |
| @PepInvestStocks | B | -0.34 | 7 | +0.51 |
| @Selling4Premium | C | +0.30 | 4 | +0.59 |
| @PSInvestor | B | -1.48 | 3 | +0.07 |
| @schaeffers | C | +3.18 | 3 | +0.52 |
| @OpenOutcrier | C | · | 2 | +0.10 |
| @StockSavvyShay | B | -2.15 | 2 | +0.53 |
| @Sam_Badawi | C | -1.46 | 2 | -0.33 |
| @Unclestocknotes | B | -1.97 | 2 | +0.45 |
| @JonkooTrades | B | -1.30 | 1 | +0.45 |
| @WallStreetSnypa | C | +0.36 | 1 | +0.10 |
| @OptionsFlowBoss | C | · | 1 | +0.00 |
| @jrouldz | B | -1.60 | 1 | +0.00 |
| @FL0WG0D | C | · | 1 | +0.45 |
| @Speculator_io | B | +0.14 | 1 | +0.20 |
| @KCTrades777 | C | +0.84 | 1 | +0.45 |
| @snmart | A | +0.38 | 1 | +0.75 |
| @MikeSchiemer | C | -0.35 | 1 | +0.00 |
| @RiskHToIshqH | C | -1.88 | 1 | +0.65 |
| @ProblemSniper | C | +0.74 | 1 | +0.65 |
| @Kaizen_Investor | B | -2.09 | 1 | -0.15 |
| @Semicon_player | C | -1.72 | 1 | +0.30 |
| @JulienTechInvst | A | -2.41 | 1 | +0.60 |
| @BourbonCap | B | +1.08 | 1 | +0.30 |
| @investmattallen | C | -0.47 | 1 | +0.65 |
Recent signals30of 68 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @Sam_Badawi | -0.55 | Lists sharp contemporaneous declines across AI-infrastructure stocks and the semiconductor ETF. | — | tweet ↗ |
| 2026-08-28 | @PepInvestStocks | +0.30 | Presents PSOX as focused exposure to AI power infrastructure and strong projected component demand | — | tweet ↗ |
| 2026-08-27 | @Unclestocknotes | +0.45 | Navitas agreed to acquire Claros for up to $232.8M to expand its AI power platform. | -8.2% | tweet ↗ |
| 2026-08-27 | @Unclestocknotes | +0.45 | Navitas signed a definitive agreement to buy Claros for up to $232.8M. | -8.2% | tweet ↗ |
| 2026-08-27 | @jfsrev | +0.00 | Lists post-NVDA-earnings premarket movers by industry without direction or values. | -8.2% | tweet ↗ |
| 2026-08-27 | @QQ_Timmy | -0.10 | Reports Navitas's definitive agreement to acquire Claros for up to $232.8M. | -8.2% | tweet ↗ |
| 2026-08-26 | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -9.3% | tweet ↗ |
| 2026-08-26 | @Pablo01618 | +0.35 | Frames transformers as an energy-industry bottleneck and promotes a related thematic ticker basket. | -9.3% | tweet ↗ |
| 2026-08-26 | @PepInvestStocks | +0.60 | Calls Nvidia's $96B revenue incredible and explicitly says it is very bullish for named sector peers. | -9.3% | tweet ↗ |
| 2026-08-26 | @PepInvestStocks | +0.40 | Presents a basket of stocks expected to benefit from Nvidia's earnings, limited to six tickers. | -9.3% | tweet ↗ |
| 2026-08-26 | @Arturraposo1R | +0.50 | Reports NVTS acquired Claros, expanding its serviceable market by about $8B | -9.3% | tweet ↗ |
| 2026-08-25 | @PepInvestStocks | +0.35 | NVTS acquired Claros, described as reducing energy losses in AI infrastructure by 30%. | -7.6% | tweet ↗ |
| 2026-08-25 | @PortfolioArmor | +0.45 | AI's next bottleneck is framed as grid power, linking NVDA growth to upside for power-exposed OKLO and NVTS. | -7.6% | tweet ↗ |
| 2026-08-25 | @joedab12 | +0.45 | Argues NVTS will fare well and VICR can adopt GaN when technically and economically appropriate. | -7.6% | tweet ↗ |
| 2026-08-25 | @Sam_Badawi | -0.10 | Reports Navitas's acquisition of Claros for up to $233M to expand AI data-center technology. | -7.6% | tweet ↗ |
| 2026-08-25 | @WOLF_TradingX | -0.10 | Navitas agreed to acquire Claros for up to $233M using cash and stock, implying about 5% dilution. | -7.6% | tweet ↗ |
| 2026-08-25 | @Berlinergy | +0.90 | Long NVTS here. — Explicitly declares a current long entry in NVTS. | -7.6% | tweet ↗ |
| 2026-08-25 | @Briefingcom | +0.35 | Discusses NVTS's planned Claros acquisition, strategic expansion, and delayed contribution timeline. | -7.6% | tweet ↗ |
| 2026-08-25 | @Financhle | +0.45 | Reports a $163.1K aggressive purchase of NVTS $13 calls expiring September 11. | -7.6% | tweet ↗ |
| 2026-08-25 | @jonnajarian | +0.00 | Lists four stocks for an upcoming show without expressing individual stances. | -7.6% | tweet ↗ |
| 2026-08-25 | @Selling4Premium | +0.65 | Explains bullish revenue, technology, and market-position implications of Navitas's Claros acquisition. | -7.6% | tweet ↗ |
| 2026-08-25 | @fundmyfund | -0.75 | Views a move into the mid-$14s as a strong short setup. — Explicitly identifies a forward short setup if NVTS rises into the mid-$14s. | -7.6% | tweet ↗ |
| 2026-08-25 | @Arturraposo1R | +0.45 | Reports Navitas's proposed Claros acquisition and its expected $8B serviceable-market expansion. | -7.6% | tweet ↗ |
| 2026-08-25 | @De_belegger | -0.10 | Navitas is acquiring Claros for up to $232.8 million to expand AI data-center power management. | -7.6% | tweet ↗ |
| 2026-08-25 | @schaeffers | +0.50 | Navitas is acquiring Claros for up to $232.8M to expand AI data-center power technology. | -7.6% | tweet ↗ |
| 2026-08-25 | @OpenOutcrier | -0.10 | Navitas is acquiring Claros for $232.8 million to target the AI power market. | -7.6% | tweet ↗ |
| 2026-08-25 | @TENETTRADEGROUP | +0.00 | Pre-market movers list identifies active tickers without directional commentary. | -7.6% | tweet ↗ |
| 2026-08-25 | @DudeWhoInvests | +0.50 | Navitas agrees to acquire Claros for about $233M, expanding its AI power-processing market. | -7.6% | tweet ↗ |
| 2026-08-25 | @StockSavvyShay | +0.50 | Discloses a current NVTS position equal to 3% of the author's growth portfolio. | -7.6% | tweet ↗ |
| 2026-08-25 | @schaeffers | +0.50 | NVTS is acquiring Claros for up to $232.8M, potentially doubling its 2030 addressable market. | -7.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.