Art of Speculation|Sep 29, 2026 01:46
NVTS has been selected by the U.S. Army to participate in the development of next-gen 10kV ultra-high-voltage silicon carbide (SiC) power semiconductors.
The U.S. military aims to establish localized manufacturing and verification capabilities. If the project progresses smoothly, it will not only strengthen NVTS's technical credibility in high-voltage SiC and military industries but also help unlock potential markets like defense, power grids, and high-voltage power supply for data centers.
Bought NVTS at the dip on September 18th, doubled my position and held till now. I still think it’s not expensive. Rebounding on a major weekly trendline—looks very bullish to me.
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