Copper Tariffs Impact US Industry and Market Dynamics
Navitas benefits from a 50% US copper tariff and its gallium nitride tech, which reduces copper use in data centers. A collaboration with Nvidia and a $450M pipeline could significantly boost revenue and margins by FY2026. The company has improved financial discipline, and its stock, down 18% from recent highs, presents an attractive entry point ahead of upcoming earnings and positive guidance.
