Editor's Note: Former tech executive Jeff Brown picked Nvidia in 2016. It's up 25,155% since. He recommended Bitcoin at $240. It's up 31,219% since. And he's been ahead of the curve on Elon Musk's businesses for over a decade. In fact, he was one of the first to predict SpaceX's IPO. But today, he says this goes beyond SpaceX. Elon is building something even bigger. And you can get in right now, on the ground floor. Click here for the details or read more below.
Dear Reader,
I’ve been following Elon’s career for decades…
When the mainstream media said Tesla would fail…
I doubled down.
And the stock has risen 1,510% since.
I’ve inspected Elon’s facilities around the country…
And I was one of the first to predict SpaceX’s IPO.
Now, I believe Elon is about to make his latest invention available to the public.
When he does, sales could go through the roof.
And the stock price of one of his critical partners could soar.
I expect Elon to make this announcement any day now. By the end of the month at worst.
But you never know with Elon…
He could post it on X tomorrow.
So there’s very little time to act.
Click here to find out the name of Elon’s critical partner… The company he can’t live without.
Before it’s front page news.
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Navitas: NVIDIA’s AI Power Broker?
Written by Jeffrey Neal Johnson. Publication Date: 6/5/2026.
Key Points
- Navitas Semiconductor's integration into NVIDIA's MGX ecosystem, featuring 97.5% efficiency and elimination of the 48V conversion stage, positions it as an AI data center power supplier.
- AI infrastructure revenue rose 50% quarter over quarter in Q1 2026, though the company posted a GAAP EPS loss of 15 cents, missing the consensus estimate by 10 cents.
- Analysts at Morgan Stanley urge caution, citing lengthy 800V adoption timelines, while an 18% short float and CEO insider sales add further uncertainty to the recent rally.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Navitas Semiconductor's (NASDAQ: NVTS) direct integration into NVIDIA's (NASDAQ: NVDA) MGX ecosystem effectively bypasses the legacy 48V conversion stage, helping address the thermal bottlenecks that are constraining next-generation AI server racks. A 50% quarter-over-quarter surge in AI infrastructure revenue and an active short-squeeze setup are powering the stock, as this transition from consumer electronics to gigawatt-scale data center power management transforms a niche semiconductor manufacturer into a high-leverage infrastructure play.
For investors, the key question is whether this high-velocity rally is a temporary, catalyst-driven spike or the market repricing a business that has become a critical gatekeeper for AI's power-hungry future.
Elon’s ‘iPhone’ Could 10x Apple’s iPhone (Ad)
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider sources say Elon Musk is developing a breakthrough technology he describes as '10x bigger than the largest product in history.'
Nvidia's CEO has called it 'the next biggest opportunity after AI,' with potential lifetime sales reaching $20 trillion. A launch date of July 22nd is on the radar for early investors positioning ahead of the announcement.
Get the full details on this opportunity before the launch date arrivesThe core challenge facing hyperscalers isn't just securing next-generation silicon; it's delivering clean, efficient, high-density power without melting the server racks. As AI models grow in complexity, the power required by GPUs like NVIDIA's Blackwell series creates immense thermal and spatial pressure.
Navitas appears poised to address that challenge with a direct assault on legacy power architecture.
How Navitas Is Redefining Power Delivery
At COMPUTEX 2026 in Taipei, Navitas debuted an 800V-to-6V DC-DC power delivery board designed for NVIDIA's AI Factory MGX Ecosystem. For investors, this should be viewed as more than an incremental upgrade; it represents a foundational shift. The board's architecture completely eliminates the traditional 48V intermediate bus converter (IBC) stage. That legacy step introduces power conversion losses, generates excess heat, and consumes valuable physical space within the server tray.
By using proprietary GaNFast FETs operating at a 1 MHz switching frequency, Navitas achieves 97.5% peak efficiency. More importantly, Navitas enables a power density of 2100 watts per cubic inch (W/in³). The hardware is so compact, roughly 20% thinner than a mobile phone, that it can be placed directly adjacent to the GPU.
This proximity is essential to maximizing transient performance, ensuring the GPU receives stable power during intense computational loads. The move transforms power management from an afterthought into a co-packaged, performance-enabling component.
Financial Realities and Segment Velocity
Navitas Semiconductor's strategic pivot away from low-margin consumer electronics is clearly visible in its recent financial reports. While the headline numbers from Q1 2026 present a mixed picture, the underlying segment data validates the new focus.
Navitas reported Q1 revenue of $8.6 million, beating analyst forecasts of $8.18 million. However, the company posted a GAAP earnings per share (EPS) loss of 15 cents, missing the consensus estimate of a 5-cent loss. This deeper-than-expected cash burn reflects the aggressive capital investment required to scale for enterprise and data center clients. While GAAP gross margins remain negative at -9.3%, the non-GAAP figure of 39.0% suggests the underlying product economics are sound before accounting for the costs of this strategic transition.
The most compelling data lies in the segment growth. Revenue from high-power markets, including data centers, renewable energy, and industrial applications, expanded 35% year over year. The AI infrastructure sub-segment showed the most momentum, rising 50% quarter over quarter. This is tangible evidence that the pivot is not just a narrative but is translating into commercial adoption.
Insider Sales and Analyst Doubts
The sharp rally in Navitas Semiconductor shares, which saw the stock climb over 60% in May 2026 alone, has created a battleground between bullish institutions and entrenched short-sellers. Approximately 18% of the public float remains sold short, representing a significant bet against Navitas Semiconductor's valuation and its ability to execute.
With a days-to-cover ratio hovering near 1.0, the stock is highly susceptible to short squeezes, in which rising prices force bearish investors to cover their positions and further fuel the rally. The recent volume spike to over 97 million shares suggests such a squeeze played a partial role in the single-day surge of almost 20% on June 3, following the COMPUTEX 2026 announcement.
However, not all market participants are convinced. A Morgan Stanley analyst recently issued a note of caution, stating it is "too early to conclude that Navitas will emerge as a significant beneficiary." The note highlights that the gallium nitride (GaN) opportunity depends heavily on prolonged adoption timelines for 800V architectures and the complex, lengthy qualification processes required by hyperscale customers.
Adding another layer of complexity is recent insider activity. SEC filings from May 27, 2026, show President and CEO Chris Allexandre sold 13,323 shares on the open market at an average price of $31.81. While insider sales can occur for many reasons, the timing near the peak of the rally is a data point investors may want to consider.
Why the NVIDIA Deal Is Just the Beginning
While the NVIDIA partnership is the primary catalyst, it is not an isolated event. It is part of a broader strategy to establish a defensible moat in the high-power GaN and silicon carbide (SiC) markets. The market has assigned Navitas Semiconductor a market capitalization approaching $6 billion, a significant premium for a business with its current revenue profile. This valuation is a forward-looking bet that its strategic pivot will succeed. It prices in the thesis that, as next-generation silicon becomes useless without next-generation power management, Navitas will transition from a niche component supplier into a mandatory infrastructure component for the AI revolution.
Investors tracking the AI infrastructure build-out may want to add Navitas to their watchlist. Key metrics to monitor going forward include the pace of 800V architecture adoption across major cloud providers and Navitas Semiconductor's progress in converting its design wins into sustained, high-volume revenue. Continued improvements in gross margins as enterprise operations scale will be the ultimate indicator of whether Navitas can grow into its current valuation.
Palantir Stock Faces Technical Pressure Despite Strong AI Growth
Written by Chris Markoch. Publication Date: 6/1/2026.
Key Points
- Palantir continues posting strong revenue growth and industry-leading margins despite stock volatility.
- Wall Street remains divided between bullish AI expectations and concerns about valuation.
- Technical indicators suggest PLTR may face additional near-term pressure before a sustained breakout.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Another week for Palantir Technologies (NASDAQ: PLTR) that can be summed up as the more things change, the more they stay the same. PLTR is down 12% in 2026, and many retail investors, if you believe the online chatter, are bailing on the stock.
Palantir was a rebellious stock that refused to grow into its valuation over the last two years. It’s starting to do that, and now some investors are convinced the stock’s best days are behind it. Well, if you define best days as 10x returns, that may be true.
Elon’s ‘iPhone’ Could 10x Apple’s iPhone (Ad)
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider sources say Elon Musk is developing a breakthrough technology he describes as '10x bigger than the largest product in history.'
Nvidia's CEO has called it 'the next biggest opportunity after AI,' with potential lifetime sales reaching $20 trillion. A launch date of July 22nd is on the radar for early investors positioning ahead of the announcement.
Get the full details on this opportunity before the launch date arrivesBut the company investors are buying now has performance that supports a long-term bull case. If that’s the case, then buying the stock at these levels may be a gift that won’t be fully appreciated for several years.
Cantor Fitzgerald Delivers a Backhanded Compliment
Palantir got a quiet but meaningful vote of confidence on May 22, when Cantor Fitzgerald hosted CFO David Glazer and Chief Architect Akshay Krishnaswamy for an investor meeting.
Cantor came away incrementally more bullish on Palantir's positioning to benefit from secular AI growth trends in both U.S. Commercial and Government markets. The firm noted that Palantir continues to gain traction as a leading ontology and orchestration layer for enterprise AI, using large language models (LLMs) and the company's unique FDE (Federated Data Environment) go-to-market motion to create a deterministic, continuously updating data analytics system governing enterprise operations.
Palantir's ontology acts as a real-time digital twin, integrating operational data, workflows, security, APIs, and human inputs to ground AI-driven decisions and agentic workflows in an enterprise context.
The firm pointed to Palantir's 84% gross margin and 68% revenue growth over the past 12 months. And yet, Cantor kept its Neutral rating and $138 price target because the stock still looks expensive.
This is notably conservative compared to peers—other firms, including Citigroup and Rosenblatt, recently raised their targets to $225, following Palantir's strong Q1 results, with earnings per share of 33 cents on $1.633 billion in revenue, both topping estimates.
It would seem that Cantor is more impressed with Palantir's AI platform story than before, but the valuation gap between its $138 target and the bull camp's $225–$230 targets reflects a real divide on Wall Street about how much to pay for that growth.
The Chart Tells a Cautious Story
For investors who follow price action, PLTR's chart adds another layer of complexity to an already nuanced fundamental picture. After peaking near $210 in mid-November 2025, the stock collapsed sharply to a low around $120 by late January—a steep decline that created what technical analysts call a "flagpole." Since then, PLTR has slowly ground higher in a choppy, narrow range between roughly $125 and $145, a consolidation that has now stretched for nearly three months.
That pattern has the look of a bear flag—one of the more reliable bearish continuation setups in technical analysis. The structure forms when a sharp decline is followed by a slow, low-conviction drift higher, before sellers re-engage and push the stock to new lows. The longer the flag flies without a breakout to the upside, the more it tends to favor the bears.
Wednesday's session itself was telling—the stock tagged an intraday high of $135.73 before sellers stepped in hard, pushing it back down to close at $132.51, a loss of nearly 3% on the day. That kind of rejection near resistance is exactly the type of price action bears watch for.
The key support level to monitor is around $130, which corresponds to a horizontal zone that has held multiple times over recent months. A decisive close below that level would technically confirm the bear flag breakdown and open the door to a retest of the February lows near $120. On the upside, the $135 to $138 zone represents both near-term chart resistance and, notably, the exact price target Cantor Fitzgerald assigned this week—a level that may prove easier to defend in analyst models than on a candlestick chart.
None of this means the bull case is broken. Fundamentally, Palantir remains one of the more compelling AI infrastructure stories in the market. But for investors eyeing an entry, the chart suggests patience may be rewarded. A clean hold of $130 and a reclaim of $140 would go a long way toward neutralizing the bearish technical setup and giving the long-term thesis room to breathe.
Don’t Pass on PLTR Without Knowing Why
Palantir is not a stock for investors looking for excitement or a quick win. The days of triple-digit annual returns are almost certainly in the rearview mirror, and anyone expecting that kind of ride again is likely to be disappointed.
What remains is something arguably more valuable—a company with a defensible AI platform, expanding margins, and a growing footprint in both government and enterprise markets. The stock is cheaper than it was six months ago, but it is still not cheap by conventional measures, and the chart suggests the path of least resistance may still be lower before it is higher.
For patient, long-term investors willing to look past near-term volatility and a valuation that will never satisfy the skeptics, current levels could look like a reasonable entry point in hindsight. For everyone else, there are flashier trades out there. But don’t be surprised if PLTR quietly compounds while you are chasing them.
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