The investor shares a bullish swing trade setup on Navitas Semiconductor (NVTS), having entered a position at an average cost of $13.95.

The thesis highlights NVTS's pivot to high-margin AI infrastructure chips—specifically an 800V-to-6V conversion board used in Nvidia's ecosystem—alongside a $3.8B market cap, $557M in cash, and zero debt.

Upcoming catalysts include multiple semiconductor conferences and Nvidia's earnings on August 26, with the author holding 4,611.98 shares while targeting potential news around 800V power systems.