Better AI Chip Stock: Nvidia vs. Navitas Semiconductor
The Motley Fool
Nvidia and Navitas Semiconductor represent two different ways to invest in the AI chip market. While Navitas' stock rallied 165% over the past 12 months compared to Nvidia's 30%, the article concludes that Nvidia is the better buy. Nvidia controls over 90% of the discrete GPU market with strong competitive moats, while Navitas faces near-term headwinds in its EV and industrial markets. Navitas' valuation appears inflated at 63x sales versus Nvidia's more reasonable 25x projected EPS, despite Nav...
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