
$Navitas Semiconductor(NVTS.US) and $Wolfspeed(WOLF.US) both edged up slightly, while the power semiconductor sector is unusually quiet. Gallium nitride and silicon carbide were once boosted by the story of NVIDIA's 800V power supply, but now that story is over, the stock prices are just hovering here, waiting for the next order to materialize. Holding them isn't painful, just boring—they can't rise much, nor can they fall deep🙃
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