Navitas (NVTS 9.35%) is undergoing a high-stakes transition that could reward patient investors as AI data center power demand accelerates. I break down the PIPE resale overhang, the Navitas 2.0 strategy reset, and why the Nvidia narrative could fuel meaningful upside if execution clicks.
Stock prices used were the market prices of Jan. 1, 2026. The video was published on Jan. 5, 2026.







