It does sound pretty good indeed. My question is: has any larger player or supplier of one bought or licensed their tech? If Navitas can name or, better, be confirmed as a supplier or IP licensor by at least one reasonably well-known company out there, Navitas' share value would jump. Until then, it's really more a toss of the dice.
What made you change your mind on $MPWR? You claimed they have no moat and 3 engineers could do what they do.
It does sound pretty good indeed. My question is: has any larger player or supplier of one bought or licensed their tech? If Navitas can name or, better, be confirmed as a supplier or IP licensor by at least one reasonably well-known company out there, Navitas' share value would jump. Until then, it's really more a toss of the dice.