This Stock Has 500% Upside Potential

Folks, I believe that by this time next year, this one particular stock has the potential to be about 500% plus higher. And I think that the news that we're going to cover in a few moments all but guarantees that. Now, this time a little over a year ago, I said the same stock was going to go on a massive run because they were doing a massive pivot of their business model. And the stock went from just over $6 a share to over $31. And then because of the tech selloff, the dysphoria, and the small cap punishing we had earlier this year, the stock dove again. We're still at more than a double from those prices. However, I think we're going to have a generational move in this stock over the next 12 months. And I'm going to present my case for it in today's video, and I will let you be the judge. And I won't leave you hanging. The company is NVTS, Nvidita Semiconductor. But I think this company is going to dominate its space, and it's not going to take too much for it to get to the next level. I'll also present some things that can go wrong that you do need to know and appreciate because of course you have to know both sides of the coin here. And then at the end of today's video, we have our sponsored segment on Volian RX, ticker symbol VNRX on the NYC American. This is a small epigenetics company that has spent the last decade building simple, lowcost blood tests, and it is now sitting on peer-reviewed data in sepsis, early stage cancer detection, and pet cancer with a global Japanese diagnostics giant already putting one of those tests onto its own machines. I'll break down the company and why you may want to put it on your radar. And as always, if you're the one taking the ultimate risk, you better be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's get to work. So, context. If you're new or you haven't heard of Nvidita before. So originally Nvidita started with gallium nitride chips called G which it used in things like fast chargers and that was a good starting market. It proved the technology worked. It proved customers would buy it. It helped establish Nvidita's G intellectual property portfolio. But management wanted to target this G to a much bigger play. And so they basically decided to completely reposition this technology into very very lucrative segments, high power infrastructure. They call this strategy Nvidita's 2.0. Over the last year, they've been focusing on four major markets. AI data centers, grid and energy infrastructure, performance computing, and industrial electrification. Very, very relevant themes in today's market. Management reallocated money away from mobile and lower-end consumer products and put those resources into higher power markets. And this process has been taking place since I made that original video calling out this trend last summer. And now Nvidas expects AI infrastructure alone to represent more than onethird of quarterly sales by the end of this year. Management also says multiple hyperscaler and data center programs are rampant throughout the second half of 2026 and into 2027. Backlog has been expanding bookto reached record levels. And Nvidas says it is already shipping production samples for multiple programs including the very very high in demand next generation 800 volt AI data centers which is a massive massively expanding addressable market. So anyh who that's the rundown on Nvidas. I have a whole video that I just made 8 days ago breaking down the exact overall thesis and the deep dive into NVTS if you want to hear more information when you're doing your due diligence. But anyways, for purposes of today's video, you're all caught up. So today they dropped a massive bomb and this is a positive bomb. This morning Nvidita announced the acquisition of ClariS and I think this deal tells you exactly what management is trying to accomplish here. Nvidas is paying up to approximately $232.8 million for Claros and that's not pocket change for a company the size of Nvidas. This is a serious bet. Now why the heck would they buy Claros? What the heck is a Claros? Claros has two key technologies that really expand what Nvidas can do. These two technologies are vertical power delivery or VPD and integrated voltage regulators or IVR. Now, that probably sounds like a bunch of semiconductor gibberish. Well, here's what this actually means. One of the biggest problems with these increasingly powerful AI chips is getting enough electricity into them efficiently. We're talking about processors that can demand thousands of amps of current. And the existing way of delivering that power is becoming increasingly difficult. Power traditionally has to travel across the circuit board to reach the processor. And as processors consume more power, that journey creates resistance. It creates energy loss. It creates heat. And eventually, it limits how much power you can deliver to the chip. Nvidas calls this the power wall. And Claros is trying to solve that problem. Instead of sending electricity sideways across the board, its technology can move power delivery directly underneath or extremely close to the processor. We're talking about electricity traveling millimeters instead of inches. That makes a big difference. That can mean lower resistance, less waste electricity, less heat, and faster response. And most importantly, the ability to deliver significantly more power to these insanely power- hungry AI processors. That's what Nvidas just bought, and that's a big deal. So, why does this change the Nvidita story? You see, Nvidita already had a compelling position in power. The company's high voltage silicon carbide technology can already potentially help bring electricity from the grid into a data center. Its GAN technology can help convert electricity throughout the rack. And Nvidita has been developing 800volt power architectures as well. It's been working on solidstate transformers. It's been building higher voltage sic. But there was still one major piece missing. The final few millimeters. Getting the electricity directly into the processor. Now, I understand a lot of this stuff sounds kind of boring, complicated, not something that you really are that interested in learning about other than the fact that maybe this could make you some money, right? And I totally get that. And the fact that a lot of people aren't spending the time to understand what's going on here means that you're going to be able to generate some extra alpha if you find the opportunities here. And I could be wrong, but in this case, I think there is some extra alpha here. So, now that you understand that, you have to understand that Nvidas wants technology covering the power path from the freaking electrical grid all the way into the AI chip. All the way into it. That's a much bigger vision than what we were talking about with Nvidita even six months ago. The fact that they're buying Claros really shows their commitment to going all the way here. And when you go all the way with this, it's not only more fun, but it's also a much bigger total addressable market. Okay, so this acquisition also just more than doubled their potential market according to the company. Nvidita says that after adding Claros, it's identified serviceable market opportunity could exceed 8 billion by 2030. For a company generating tens of millions of dollars of revenue today, well, an 8 billion market is enormous. I think that Nvidita is going to dominate, but it doesn't need to. Even capturing a small part of that opportunity could completely change the size of their business from a company that's like at $3 billion in market cap to 6, 12, 13, 15, 20, 25, 30. Now, I want to back up a little bit. Let's talk about the massive AI power problem this company is solving. Everybody's buying up Nvidia GPUs. They're deploying them, but every additional GPU needs electricity. More GPUs mean more power. More power means more heat. And eventually the existing power architecture inside these data centers becomes inefficient. That is why the AI industry is moving to what's called 800 volt DC architecture. And this is exactly what Nvidas has been preparing for. Their silicon carbide technology is designed for high voltage applications. Their GAN technology can convert electricity extremely efficiently inside the data center. And now Claros potentially helps Nvidas deliver power directly to the processor itself. So, so as these AI power requirements are becoming more and more extreme, well, that means that Nvidita is potentially becoming more and more valuable. Now, this transition is happening very, very quickly, which is why I think you're going to start seeing the proof of concept go and get reported on the bottom line quarter after quarter after quarter. And that's why I gave the stock 12 months to realize these gains. Nvidita's management said that they believe that several important AI power adoption stages could begin happening over the next year. Higher powered AI systems are already driving greater silicon carbide usage as we're seeing in the data, but management expects 800 volt power sidec cars to begin ramping around mid 2027. And then native 800vt power moving directly into compute trays could begin ramping in the second half of 2027 and accelerate into 2028. So think about the time in there. Very very juicy. We are talking about major industry changes happening within the next 12 months. Now, Nvidita is very importantly already working with the Nvidia ecosystem. This is something that we talked about a lot before, but Nvidita has deepened its collaboration with the Nvidia MGX ecosystem around next generation 800vt AI data center architecture. The company has demonstrated an 800 volt to 6volt power delivery board specifically designed for this future architecture. Now, of course, this doesn't mean that Nvidia has already chosen Nvidas for every single one of its future systems. But what this partnership means is that Nvidas is directly in the conversation around one of the biggest power changes coming to AI infrastructure over the next year. And really, if you look at the players that are providing GN and SIC and the type of technologies that NVTs is going to be able to provide thanks to this new acquisition, well, there's not many that can even come close to this. And again, for a company this small with this kind of massive tailwind, I think it's hard to overlook it. Now, where does my 500% plus argument come from? Well, you see, Nvidita does not have to hit billions of dollars in revenue over the next 12 months for the stock to move this dramatically higher. It does not. Stocks price the future. What matters is that Nvidita is showing the proof of concept of actually riding the trajectory that their business strategy has been laying out. So, I'm going to give you five things that I believe are going to cause NVTS to go up over 500% plus over the next 12 months. I believe each of these is going to be hit and we'll cover this in 12 months times again to make sure that they've been hit. And if I'm wrong, we'll explain what happened. But I believe number one, Nvidita needs major hyperscaler wins and I think they're going to get at least one over the next 12 months. Number two, I believe that revenue growth needs to accelerate dramatically. I believe that's going to happen over the next 12 months. Number three, I believe that 800 volt adoption needs to become increasingly inevitable. I think that one's pretty obvious already. Number four, Claros needs to prove valuable. I think that's going to be a very easy one to hit. If Nvidita can show that Claros expands its opportunity directly around AI processors, well, investors are going to really start seeing the overall platform that Nvidas is offering. And then and lastly, the AI semiconductor itself needs to remain bullish. Got a very good shot that you hit all five of these, if not at least four of them by this time in 12 months. And we'll check in with you, but I think that these are the five that you really got to watch and you really got to look forward to. Now, let's talk about the risk. The upside with the stock is enormous, specifically because there is so much uncertainty. Current revenue is still tiny. The company has diluted shareholders. We hate dilution. It competes against gigantic semiconductor companies. That's true. The 800vt transition could take longer than expected and customers could choose some of their competitors and perhaps the aggressive growth play and overall strategy they're deploying ends up ultimately failing. Any of these are possibilities and these are risks that you have to weigh with the potential. But anyways, rain or shine, whether you agree with my thesis or not, it's pretty clear the next 12 months are going to be the most important period for Nvidita and the most important it's ever gone through. And I think you'd be crazy not to spend at least a few minutes going and looking into this company yourself and seeing what you think and coming to your own conclusion on it because I think there's a lot going on here and that's why I've made so many videos. Anyways, let us know what you think about Nvidita down below. Do you like it? Do you hate it? What do you think about it? Let us know down below. We'd love hearing from you. But now it's time to go on to our sponsored segment. And now it's time for our sponsored segment on Vololition RX. Sticker symbol VNRX on the NYC American. So what exactly is Volition RX? Well, Valition is a multinational epigenetics company. What they actually do is build blood tests around nucleosomes. A nucleosome is the basic packaging unit of your DNA, a short length of DNA wound around a core of proteins like thread on a spool. When cells die or when your immune system fires off certain defense mechanisms, those nucleosomes end up circulating in your bloodstream. Valition's platform, which they call nucleosomics, measures them. change the chemical tags on those nucleosomes and you get different signals, different diseases, different severity levels, different outcomes. The reason that matters commercially is that this is one platform pointed at several completely different markets. Valition runs it across four pillars. NU.qets for sepsis and immun disease, nu.qancer and captures, seq for human cancer detection, nu.qvet for cancer in dogs and cats, and nu.q Q discover a research tools business selling essay kits to pharma and academic labs and the tests themselves are designed to be cheap and simple not a specialized sequencing lab something you could eventually run on the tools hospitals and labs already own so what's the market gap here well start with sepsis because it is the biggest and least appreciated of the three recent estimates put global sepsis cases at around 166 million a year all cause sepsis related deaths in 2021 accounted for about 31.5% of total global deaths with the heaviest mortality burden falling on lower middle inome countries. Sepsis is not a rare disease. It is one of the largest causes of death on the planet. The clinical problem is that sepsis is hard to separate early from ordinary non-infectious inflammation and the tools clinicians use to grade severity scores like like Apache 2 and sofa are composite scores built from vital signs and lab panels, not a direct measurement of the underlying process. Valition's argument is that measuring H3.1 nucleioums gives clinicians something those scores do not. Now Valition puts the annualized addressable market for NU.Q nets at approximately 3.8 billion. Then there is cancer in May. Valition reported that in a blinded validation cohort its capture SEQ method detected over 95% of stage 1 and stage two cancers at 95% specificity. Early stage detection is where the clinical value in cancer screening actually sits and it is the hardest part of the problem. The company sizes multi-cancer early detection at roughly $23 billion annualized with a potential additional 13 billion if the technology also proves useful in minimal residual disease monitoring. That paper is currently in peer review. And then on the animal side, NU.Quette K9 cancer test is already commercially available in more than 20 countries. In May, the company submitted the clinical manuscript for the feline version at 97% specificity. The prototype essay detected 86% of feline lymphas which is the most common cancer in cats. Valition puts the companion animal pillar at over 1 billion annualized and believes a working feline test could roughly double its addressable market in that space. In terms of the business model, this is the part that determines how the story plays out. Valition is not trying to build a global diagnostics salesforce. The stated strategy is to outlic the technology to large diagnostics and liquid biopsy companies that already have the regulatory teams. the disease expertise and critically the installed base of the analyzer machine sitting in hospital labs around the world. Valition supplies the biomarker and the essay the partner supplies distribution. The revenue that model produces is upfront payments milestone payments and royalties or other recurring revenue potential low incremental cost of volition high operating leverage if it lands. Now let's talk about the catalyst path. There are several dated items in front of this company over the next two quarters which is unusual for a name this small. First you have the detects program in France. You also have the feline lymphoma manuscript that's in peer review with the $5 million milestone tied to publication. And in May, the company reported a technical milestone that is easy to skip past. It successfully detected nucleosomes and capillary blood, a finger prick from critically ill sepsis patients using a lateral flow prototype. If that holds up, it points at a test that could run at the bedside in an emergency room or eventually as a home self test kit rather than only in a centralized lab. That changes the shape of the market considerably. Now, of course, this is a super small cap stock in a very capital intensive industry. So, it's very, very much a risky company. Dilution in the sector can be very, very aggressive and the share price can be incredibly volatile and these are all things that you have to consider. This is a very small company at a very early commercial stage and nothing is guaranteed. Most small companies in this space do end up failing long term. So, these are all things you have to consider when doing your own due diligence and looking at all the risks out there. Now, in conclusion, Volition RX is a small epigenetics company with one measurement technology pointed at several very large markets. The science has now accumulated a substantial peer-reviewed base, particularly in sepsis, and the company has moved from pure research into the early stages of commercial partnership with a global diagnostics player. Revenue is growing off a small base. Operating costs have come down meaningfully, and there are several dated catalysts in front of the company over the next two quarters, including a contractual milestone payment tied to a potential publication. Anyways, take a look at Vololution RX's investor relations page down below. As always, do your own due diligence. This is a sponsored segment and it is not financial advice. Have a great rest of your day.