NVTS is pitched as a bigger post-NVDA-style winner: the stock is down about 73% from its May high at 8.61, but the business just posted its first year-over-year revenue growth since 2024 and tied its future to 800 V DC power for AI data centers. The case rests on NVDA’s shift to megawatt racks, NVTS’s direct work with NVDA, a 2x book-to-bill, backlog into mid-2027, and a path from a 5% share of an $8B+ market to roughly $12, $24, or $47 a share under different adoption assumptions. The video also shows how violent the stock has been: after huge runs in 2025 and 2026, the name has repeatedly ripped, then given gains back, making NVDA’s Tuesday, November 17th earnings, NVTS’s next quarter, and 2027 product ramps the key watch points. A sponsored BXBL segment then shifts to Boxabl’s factory-built homes, pricing, merger status, risks, and near-term earnings report.
Since the end of 2022, PLTR is up about 25x and NVDA almost 13x; a $10,000 stake became about $250,000 in PLTR and about $128,000 in NVDA by Friday’s close.
NVTS trades around 8.61, about 73% below its May high, after an November 3rd report described as "massive proof of concept" and its craziest real growth quarter.
NVTS makes power chips for moving electricity into AI chips with less waste, and it is working directly with NVDA on next-generation AI data-center power.
AI racks are moving toward about 1 MW of power per rack; at today’s voltage a 1 MW rack needs more than 18,000 amps and up to 440 lb of copper, while 800 V DC cuts copper by up to 45% and lifts system efficiency by up to 5%.
On a 1 GW AI campus, the claimed 5% efficiency gain saves 50 MW, enough to power tens of thousands of homes; NVDA plans to roll out the 800 V approach with its next rack system, Kaiper, in 2027.
NVTS has built an 800-V power board with NVDA and showed a 24-kW board for NVDA’s 800-V data centers on October 12th; it also closed Claros on October 6th, which NVTS says lets it cover power from grid to chip.
NVTS is also working with Microchip on an 800-V design, has a long-term manufacturing partnership with GlobalFoundries, and on September 28th the US Army picked it to develop 10,000-V silicon carbide chips.
On November 3rd after the close, NVTS reported Q3 revenue of $14M versus about $13.2M expected; revenue rose 38% year over year, 33% sequentially, and the high-power business alone grew more than 50% in one quarter.
For Q4, NVTS guided revenue to $16M versus a $15.1M street view and gross margin to 40.5%; the book-to-bill was 2, backlog runs into mid-2027, and it has an order for 1 million chips for an 800-V power board plus more than a dozen programs in customer testing.
Chris Alexandres said the 800 V shift in AI data centers is now certain, AI should be more than 40% of NVTS revenue by end-2026, the business is poised to triple in calendar 2027, and big orders should start ramping in 1H27.
Alexandres said one customer selling to big cloud companies has already placed a large order to test systems, battery storage is the nearer-term opportunity outside data centers, margins should get above 50% once new power products ramp, and current margins are about 40%.
Rosenblatt and Craig Hallum upgraded NVTS to buy on November 4th with $13 targets, about 51% above the November 6th close; NVTS gapped up about 9% that day, then fell almost 16% to 7.86 on November 5th.
The valuation frame at 8.61 puts NVTS around $2.3B equity value with about $400M cash; at a weak 5% share of an $8B market by 2030, the math gives about $400M revenue, about $3.2B value, and about $12 a share.
At 10% share, the same math gives about $800M revenue, about $6.4B value, and about $24 a share; at 20% share, about $1.6B revenue, about $12.8B value, and about $47 a share.
NVTS’s chart has already had two huge runs from the $7-$10 area: after the May 21st, 2025 NVDA 800-V announcement it more than doubled from about $2 to $4.41, later hit 17.79 in October 2025, closed 2025 at 7.14, then ran from about 9.51 on February 26th, 2026 to 31.79 by May 26th, 2026.
Key NVTS watch items are NVDA earnings on Tuesday, November 17th after the close, NVTS’s own next report needing to hit $16M while orders keep running ahead of shipments, big-order ramp in 1H27, and native 800-V products entering production in late 2027.
The sponsored BXBL segment pitches Boxabl’s factory-built foldable homes, with over 800 homes built, a SPAC merger and Nasdaq listing in July, Casita pricing at $140,000 for a studio, $185,000 for a one-bedroom, $200,000 for a two-bedroom, and around $60,000 if the buyer handles site work.