This Tiny AI Stock Could Catch Everyone Off Guard

Added: 2026-05-12

[00:00:00]This stock that I'm covering in this video is going to shock many investors much more than many are ready for. I am buying every single share that I can.

[00:00:09]And I covered this stock 7 days ago. And since then, this stock has shot up from $17 per share to over $20 per share. And it's still running. I need you to watch this video because this is the one that you really need to understand. Navitas makes power chips. Not the flashy AI chips like GPUs, but the chips that control and deliver electricity efficiently. They use next generation materials like gallium nitride, which is GN plus silicon carbide, SIC. These are faster, smaller, and more efficient than traditional silicone. Now this material is used in AI data centers, EVs, power grids, fast chargers. And this company doesn't create AI, they power it, which made me really interested in Na'vi. And I've been following this stock for some time, and I'm personally adding money into it because I believe this is a very smart investment to have in the portfolio. And the main reason is AI isn't just compute, it's energy. AI data centers are hitting massive power limits. And efficiency equals profit plus scalability. That's where Na'vias comes in. Their chips help reduce energy loss and they increase power density, enabling new data centers and their architectures. I've been looking into this company very deeply and doing a lot of research over the past few weeks because this is a very smart way to play AI on the backend energy demand. AI racks need way more electricity than anyone previously thought. The industry is shifting towards 800V power systems.

[00:01:41]NVTS is already working on this with partners like Nvidia. They have the backing of industry leaders lowering the risk for investors. I like this specifically now as a massive shift could boost their stock price in the short term as well as looking at the long term. High margin AI plus infrastructure. This is a very deadly combo in a good way to make a company boost profits, grow revenue, and become very attractive to investors. Now, of course, this is just my opinion and the research that I'm doing, but Na'vas isn't just another chip company. GN is faster switching, higher efficiency. SIC handles extreme voltage plus power. So, integrated systems, not just chips.

[00:02:21]Na'vi's products, they reduce heat, they increase efficiency, and this matters because power equals the limiting factor for AI scaling. They're enabling the shift from 48 watt to 800 watt. And this is AI infrastructure at its core. This is a complete redesign of how data centers are powered. And for me, it's a 3.5% position in my portfolio. Everyone is chasing AI chips, but the real bottleneck is electricity. And that's why I'm putting money into this position right now. And Na'vi is one of the few companies solving this issue. As you can see, Na'ViS was $17 per share when I made this video titled I'm going allin on these eight stocks for massive growth in 2026. This was my very first pick out of the eight stocks that I mentioned in this video. And Na'ViS has since been skyrocketing. Now it's sitting at $23 per share. And this is basically a parabolic move. A lot of volatility is happening right now for Na'vi. And I've been in this company for a very long time since it was in the single digits.

[00:03:26]Now that Na'vias is trading for over $23 per share, what is going to happen next?

[00:03:31]And why is it even trading for this much this quickly in price? Well, Na'vi is going up mainly because the market is starting to price it as an AI infrastructure power play instead of just a smaller charger chip company. And the biggest reason right now is that today specifically the stock is jumping after a partnership related announcement involving India's first GN power IC family using Na'vias technology. The products target AI data centers, telecom, EV charging and industrial power systems. The relationships that Na'vias is developing is starting to really matter for their business and starting to make their image look really good for investors. And investors are excited about Na'vi's GN, which is gallium nitride, and SIC, which is silicon carbide power chips being used for AI data centers and high power systems. AI servers consume huge, and I mean absolutely massive amounts of electricity. And Na'vi's focus is basically making power conversion more efficient. And them being part of that process means that companies can save literally hundreds and millions of dollars in terms of efficiency cost.

[00:04:39]Wall Street analysts recently raised price targets aggressively after Na'vi started being linked to the future of 800 volt AI data center power architectures. The company also had a recent earnings report that slightly beat expectations which helped its sentiment. But it's really not that.

[00:04:56]It's really the relationship just like I have talked about before about Palunteer, how they have relationships with the government. Well, basically whenever a company that's backed by Nvidia, great relationship right there, or develops new partnerships, that is a sign that investors are like that company's about to make more money in the future. And that future money is valuable today. Okay? Because essentially, a business can be valued for its future cash flows discounted today. a company today is worth more because investors know that in the future this company is going to be making a lot more money. So there's a in general there's a broader AI power infrastructure narrative happening right now. Na'vias I have covered probably eight to 10 times on my channel within the last six months and man over the last six months let's look three months the stock is up oh my goodness oh my goodness guys this is stupid this is stupid gains this is bicep over tricep I'm man I don't know I'm I'm excited because this is generational life-changing results right here and Navitas I've been researching for a long time and finally my research my thesis theis is playing out. It's finally playing out right before our eyes. So, for me, you know, I thought Na'vias was a $20 stock and man has it shot up above that. So, I'm going to be repricing my model. I'm just making this urgent video right now. I want to get this out here because the narrative is playing out.

[00:06:22]The market is repricing the stock right now and the broader AI power infrastructure narrative is is playing out even quicker than I thought. So the market believes AI buildout will require better power delivery, lower heat, higher efficiency and denser server racks. And that's what Na'vias does.

[00:06:38]This directly benefits the company. The company is kind of becoming the infrastructure here just like Nvidia in many ways. So investors are basically licking their chops. They're saying this company looks promising and the revenue is likely to continue to skyrocket. So I have NVTS despite its volatility and I have been a bull on this stock since it was in the single digit. So, this is yet another uh accurate stock that, you know, I want to continue to cover. So, please make sure that you're subscribed for updates. Tomorrow, I will come out with more updates on, you know, what's developing with this stock and what I plan to do next because I have shares, but now there's just so much more interesting things that I may uh be doing. So, make sure to subscribe and I will catch you guys in tomorrow's video and I'll update you further on.