Navitas Semiconductor Stock Rerates on AI Power Narrative – Buy Case Navitas (NVTS) rallies on an AI power narrative, but fundamentals still lag: revenue fell 59% YoY and losses remain large. Buy rating hinges on earnings proving sequential revenue momentum and stabilizing scale. 2026년 04월 22일 English
Fermi Inc Buy After Financing Update: Execution Milestones Fermi Inc is rated a buy as analysts expect a first tenant lease and funded Project Matador execution despite negative EPS, volatility, and leadership changes. 2026년 04월 21일 English
