Livy Research

Navitas Semiconductor: CEO Transition Tests my Short Thesis Amid Persistent Tariff Risks

(This is an update to my short thesis on Navitas published on August 12, 2025)

Aug 26 • 

Livy Research

Navitas Semiconductor: A Short Thesis on Overvaluation Amid Tariff and Competitive Risks

(Update: Please see my August 26, 2025 follow-up analysis for latest thoughts)

Aug 12 • 

Livy Research

1

July 2025

Embedded GPU Demand Risks Revealed Under ASC 842

A deep-dive into two material, yet underappreciated risks facing Nvidia and CoreWeave

Jul 15 • 

Livy Research

2

March 2025

My Fundamental-Driven Long Tech Portfolio Construction Process

I looked through 96 tech multi-baggers in 2023 and 2024 so you don't have to.

Mar 19 • 

Livy Research

2

January 2025

Apple's AI Boom to Bust: Entrenched Market Share Loss Is Now the Base Case

Apple’s blistering rally since June may finally be coming to an about-face.

Jan 22 • 

Livy Research

2

December 2024

SMCI: The PIPE Offering's a Telltale of Its Nasdaq Delisting

SMCI’s ongoing accounting debacle, filings delays, and Ernst & Young’s subsequent resignation have taken a significant toll on the stock’s performance.

Dec 16, 2024 • 

Livy Research

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