Reddit Posts
Why did Microchip (MCHP) rip ~14% Friday after a quarter it grew 38%?
is it a good idea to invest in post-quantum cryptography or is it too risky/early?
Interesting buys to watch Rep. Gil Cisneros (D) sits on the House Armed Services Committee
Pre-Market Gainers and Losers for Today (June 2, 2026) 📈 📉
9 oversold alerts in S&P today. AMD up 82% vs market in 20 days
health care still oversold but starting to stabilize. semis overbought for days now
Following $36M short calls on MCHP while I'm wheeling AMD for pennies
After-Hours Gainers and Losers for Today (September 3, 2025) 📈 📉
Dow Jones Today: Stocks Rally for 3rd Straight Day, Led by Tech Gains, as Investors Digest Earnings, Await News on Tariffs
🍗 All The Most Important Stock Market News from Today 02/17/23
🍗 All The Most Important Stock Market News from Today 02/17/23
Growth against a background of low supply and high demand
Do I think microchip (MCHP) is buying now?
Do I think microchip (MCHP) is buying now?
Got an article on my phone today about a new ETF, QQQA. Any initial thoughts on this?
Mentions
MCHP is one I think will have a good run.
Heads up - whale just bought almost $100M of calls on MCHP. Oct 16 - $72.5c. 150K volume vs 90ish OI
Invest in the picks and shovels for robotics. I like TKR VPG SFFLY and NVEC. Also like power semis like TXN MCHP ADI and others for this space.
Anyone have bought $CLS or $MCHP? I wanna hear your thougs
MCHP Stock Sentiment Hi all. I just picked up 100 shares of MCHP stock. Seems like a forgotten about Semiconductor stock since it makes boring, non flashy, yet essential compute components. Massively high P/E, but more modest forward. Anyone own this, or have any thoughts on MCHP? Thanks everyone. This is my only Semi/AI position at the moment.
MCHP is a fail for sure.
Does anyone see MCHP breaking the $90 threshold again in the near future?
You have to be far more right with 7DTE than 90-120DTE vs 1-2yr. Set exit targets and execute them if you are wrong. I exited ON because the the chop/semi-rotation. It was supported 2 weeks ago when I bought it, but it depends upon semi momentum…..it dropped below my stop/invalidation target and I sold it. I’m watching MCHP which hasn’t breached my threshold
MCHP gonna hit all time highs soon chip stock is hot 🚀
MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.
MRVL or MCHP would be good
MCHP? Probably a slower one though
MCHP https://ir.microchip.com/news-events/press-releases/detail/1395/microchip-provides-data-center-solutions-business-unit-revenue-information
MCHP is a very nice semiconductor play. Business is rebounding and had has products for data center, space and industrial markets.
What until you find out about MCHP.
MCHP for me. MU is a a bit too high. AMD and NVDA are too high too
MCHP puts will feed families
MCHP https://www.reddit.com/r/wallstreetbets/s/06ELP0nJXk. My guess
God damn. A whale, must of been a hedge fund, just dropped a quarter bil on MCHP deep ITM calls. $75c 09/18. Crazy shit.
anyone here gonna play MCHP?
Yes and every semi stock this past year has been bought up with QCOM being the one lagging lol. There is news around the data center chip, but pick any semi stock out of a hat that look to the YTD gains. Like SIMO for example, up 118% YTD. ON is up 77%, ADI is up 47%, MCHP 41%. TXN is up 56%. All the semi names are being bought at this point due to some of the recovery in industrial and investors looking at how inference works. Like ON for example is a power chip. QCOM is only up 7% YTD and is catching bids are investors are looking for all names in the space.
Why are semiconductors ripping? Not that I particularly care as I'm long ON and MCHP but just wondering why? Is it because of TSLA earnings?
Some parts found in shahed drones from quick google search: TXN, STM, ADI, NXPI, IFNNY, MCHP
buy MCHP 80 calls june im expecting 100
I sold 100 shares of MCHP (70 basis) at 72 after several months of sideways trading, it's an ok company but the AI bs and the war are beating the hell out of it so much.
I only looked at one of your stocks, MCHP. For you to be holding $70 call options with 4/17 expiration is mind boggling. Just look back at the chart to August - October of 2025. See that massive range from $59.50-70? Notice that price is currently sitting in that range? That should tip you off that a $70 call option not only means the price has to break back above that previous range, but it has to go far enough over it to cover the cost of the option, and it has to do this within the next month... Does that seem highly likely to you? That previous range also means there's a good possibility that price at least attempts to hit $59.50-$61 before any rally; and low and behold, look at where price currently is... However, there's also a gap from early December between $57-$59, where the current price is close enough to make an attempt at. Gaps act as magnets, so you need to be aware of them as they could pull price down even further with price already at around $61. Next, draw the trend line in from the April and November '25 lows and extend it out. That would be a potentially be good strong trend line to buy off of. Notice how the gap could be hit and still hold that line? Gaps, either side of it, can also be used as major support or resistance levels. Now draw the trend line connecting the tops of December '24, July '25, and February '26. There's a potential longer term target if price bounces off that bottom trend line and starts to rally hard. Further, you have what looks like a potential H&S pattern that's confirming, which means price could snap down before it rallies, and if price does rally, it may only rally back to the neckline. Nothing about the current chart/price is bullish or showing a bottoming signal. This week, price was forming a potential bear flag, so you seem to have held onto that call option without considering that if that bear flag breaks down, your call is likely going to $0 unless you sell it off and take the loss. \_\_\_\_\_\_\_\_\_\_ I actually am expecting a rally over the next month before the start of another correction down, but a rally only AFTER the market puts in a temporary bottom from the current correction. No, you don't need to pick the bottom to make money. Wait for the market to show signs that its bottomed and is heading into a rally. From the bottom, look for what's a realistic target. $70 is not realistic. Anything's possible, but why pick that particular price?
What's your trading strategy, "Hopes and dreams"? If you're trading options, you actually have to understand what you're trading. Now what's your plan, more "hopes and dreams" in hopes of getting your money back out of sheer luck? I only looked at one of your stocks, MCHP, because I had no idea what it was. For you to be holding $70 call options with 4/17 expiration is mind boggling to me. Just look back at the chart to August - October of 2025. See that massive range from 61-70? Notice that price is currently sitting in that range? That should tip you off that a $70 call option not only means the price has to break back above that previous range, but it has to go far enough over it to cover the cost of the option, and it has to do this within the next month... Further, that previous range means there's a good possibility that price at least attempts to hit $61 before any rally. However, there's also a gap from early December for $57-$59, that price is close enough to make an attempt at. Gaps act as magnets, so you need to be aware of those as those could pull price down even further if price got down to $61. Draw the trend line in from the April and November '25 lows and extend it out. That would be a potentially good line to buy off of. Notice how the gap could be hit and still hold that line? Now draw the trend line connecting the tops of December '24, July '25, and February '26. There's a potential longer term target if price bounces off that bottom trend line and starts to rally hard. Nothing about the current chart/price is bullish or showing a bottoming signal. This week, price was forming a potential bear flag, so you seem to have held onto that call option without considering that if that bear flag breaks down, your call is likely going to $0 unless you sell it off and take the loss.
Anyone else have MCHP options?
Got in for 325 shares at ~29.55 avg specifically to swing on earnings, post market looking strong up 7% and the revenue beat after the last 2 lackluster quarters seems like a great green flag. Not sure if I’m gonna sell out tomorrow for a quick buck or hold for a bit, see how the mommentum is in the morning, but with much higher sales and revenue compared to their slump if they maintain this trajectory they could regain a lot of their recently lost value. I’m not to worried about their falling margin when they had such a huge revenue beat, they’re obviously still making money even if theres increased competition. Looking into MCHP for Thursday earnings on similar logic to why I got in here, I expect them to also have great quarterly results
picked up some sprinklings of MSFT, META and MCHP
MCHP should be A LOT lower tomorrow.
WULF, IREN, NBIS, have been some of the most fun to trade stocks the last few weeks. Strong support on dips with fast rebounds. UPS, DOCU, TGT, UBER, MCHP, are always reliable, too, and FedEx is a good entry here.
Any TDTH or MOBX fans? Both killed it today. TDTH on an ungodly 700 percent run. I think it has international investors continuing to fuel the run. Just a guess. MOBX - one of the cheapest Defense stocks there is at the moment. If Peraso accepts the merger - MOBX should fly. The company's pricipals previously developed Microsemi and sold it to MCHP for a cool 10B. And they are back now... trying to do it again with MOBX. Its a good bus to ride on. These guys have the experience and connections it looks like.
Does that include electronics and microships? If so, that's gonna fuq MCHP as they make a lot in Thailand.
1. Former employer's stock, from ISOs exercised in 1984. 670k% gain 2. ORCL, 8,400 shares, bought in Sept 1997, 3700% gain 3. VEA, 24,000 shares, most bought. 3/2020 85% gain 4. ADBE, 2,700 shares, bought 10/2000, 1550% gain 5. MCHP, 12,400 shares, bought 7/96 and 1/98, 7150% gain
You’re missing a bunch MRVL has huge potential, TSM, MU, QCOM, MCHP I like TSM AVGO AMD MRVL the best over all those ones you mentioned another good one is TXM
Double win with TOST and MCHP calls
MCHP calls printed, not sure why it's not on this list
I wrote some covered calls on MCHP yesterday for a $450 credit. They are worth over $1500 now. Oh well
With TXN and MCHP now both calling bottoms for their companies, wondering if the analog chip space might be a good time to start moving capital in again.
$MCHP * First positive book-to-bill ratio in nearly three years, indicating potential recovery * Q1 FY2026 revenue guidance shows sequential growth to $1.02B-$1.07B * Reduced total net debt by $1.30B through convertible preferred offering * Successfully decreased inventory by $62.8M and reduced distribution inventory days by 4 days * Maintained dividend commitment despite challenging environment * Net sales declined 26.8% YoY to $970.5M * GAAP net loss of $156.8M in Q4 FY2025 * Fiscal year 2025 revenue dropped 42.3% YoY to $4.402B * Operating margin declined to -10.3% on GAAP basis * Required restructuring charges and cost reduction initiatives Steve Sanghi, Microchip’s CEO and President commented that "Our March quarter revenue of $970.5 million exceeded the midpoint of our guidance, and we believe marks the bottom of this prolonged industry down cycle for Microchip. The decisive actions we have taken under our nine-point-plan are enhancing our operational capabilities through more efficient manufacturing, improving inventory management, and a renewed strategic focus. As we move forward from a challenging fiscal year, we believe Microchip is better positioned to capitalize on growth opportunities as market conditions evolve." Mr. Sanghi added, "A key highlight this quarter has been our inventory reduction strategy, with overall inventory dollars down $62.8 million, distribution inventory days reduced by 4 days to 33 days, and inventory days on our balance sheet decreased by 15 days from levels at December 31, 2024. We expect even more substantial inventory reduction in the June quarter as our manufacturing optimization actions are near completion."
Only a few names I follow reporting after the bell today: $NET, $LPLA, $MCHP, $RKLB, $ONTO, $VCTR
How attractive are they really though? In the last year, they have all been crashing down/remained steady. Nothing stellar. In the last 1 year: -10% for TXN -4% for IFNNY -21% for SK -50% for MCHP -34% for COHR -37% for ROHCY (last 6 months) -43% for ON -43% for STM -86% for WOLF. So to your point the Market Capitalisation of Wolfspeed did crash the most. So yes it is the "worst" BUT momentarily only. One could argue that once WOLF's factories are running AND the overall down cycle for ALL SiC semis is finished, then WOLF's stock has the greatest upside potential, which is exactly what I am looking for as an investor. Why would I want to park my money in some stocks with no upside? My point being that one should really invest outside of SiC semiconductors right now; as a whole, these companies are all in a down cycle. But if you want to prepare the next cycle (as we can all expect an inevitable push towards electrification), I can't see how you would argue against WOLF's upside potential. Again I'd be curious to know why you expect these other companies to be better stocks to invest into?
MCHP up big today. Cool to see some relief go to those names. Still curious if they are seeing pull ahead because of the tariffs vs an actual recovery.
Yeah I don't get it, IV crushes and busts on a weekly basis thanks to 🥭 now. He could get like 200 bucks extra per month with weeklys, I just made 80 bucks with MCHP 04/25 covered calls today all nice and dandy
What does it mean for MCHP Microchip Technology?
Still wild to see how bad the auto and industrial chips have been. Stuff like ON and MCHP are now down like 40% YTD.
A bunch of semiconductor companies, including AMAT, LAM, INTC, and MCHP and then AAPL and of course, TSLA.
I was long on MCHP calls and took a 18% drawdown in one day, BUT I was holding a diversified portfolio and hedged with semiconductors ETFs puts which made hedging easier even after the overnight crash. Next time diversify and hedge your risk with broad market assets that have exposure to your stock ( in your case consumer discretionary sector). It will slow down losses but it wont prevent you from taking losses I’m still very much in the red but I’m alive to fight another day. I’ve lost everything too and the recovery is steep but you have learned am expensive lesson. Don’t do it again and stay humble
This admin man. > Commerce Secretary indicates he could withhold Chips Act grants, Bloomberg says > Commerce Secretary Howard Lutnick has indicated he could withhold promised grants part of the Chips Act as he pushes companies set for federal semiconductor subsidies to expand their US projects, Mackenzie Hawkins and Ian King of Bloomberg reports, citing people familiar with the matter. > Lutnick's goal is to generate tens of billions of dollars in additional semiconductor investment commitments without increasing the size of the federal grants, Bloomberg's sources added. Publicly traded companies in the space include AMD (AMD), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM), TSMC (TSM), and Texas Instruments (TXN).
Consider a large tech allocation to $META, $GOG, and $AMZN right now. All three have cheap valuations versus what they have been guiding to for the next quarter. Plus the stock sell off has gotten too extreme. We had the worst UMICH data I’ve ever seen and we had one of the biggest bounces in years. In the edges, consider $MCHP. A large cap name that trades countercyclical. In the worst of the sell off this name traded flat. For some all weather protection, consider trading $WMT. High p/e but this stock offers the greatest prices in groceries right now. Inflation will drive more consumers here vs other grocery stores. Avoid energy, consumer staples. This have been overbought and will underperform as economic growth is better than most expect. SPY and IEF (10year UST) will be your friend here for diversification benefits. Don’t listen to sheep on this subreddit to do all equities.
Puts on AAPL MCHP ANET
Agreed. Buying broad-semi into NVDA print, MU, TXN, MCHP.
Now the question is do I hold my MCHP shares thru dividend date or take profit during this monster rally day never seen this stock up so much in a single day
MCHP is up 10% Best performing semi today even beating ADI which had earning last night Nobody mentioning it and we still got the same garbage on the board This sub is complete garbage just like the market have a feeling these same stocks are purposely kept there to inducing buying from regards
MCHP up 7 not on board IREN up 5 not on board OXY up 6 and literally had earnings LAST NIGHt and STILL NOT ON THE BOARD What is the point of this?
Makes sense. Yeah I really feel like there is going to be thr opportunity cost of having capital sit there. I’d rather move back into the space once we get some signs of a market bottom. Could be another quarter or two, even longer. Just have been bad for anyone that deals with auto and or industrial chips. Same with like NXPI, STM, DIOD, MCHP, TXN are a few examples.
It’s hard to say. Personally I would sale and come back once we have some sign of a bottom, but like almost every company that does auto and/or industrial chips are hurting. Same with like STM, DIOD, NXPI, MCHP, TXN
You heard it here first: MCHP puts FARO calls LDOS calls
MCHP was supposes to skyrocket rocket 🚀 after the earnings call perhaps..
$MCHP Reports Q3 non-GAAP EPS 20c, consensus 28c Reports Q3 revenue $1.026B, consensus $1.05B. "Our December quarter performance reflects the need for the decisive steps we are taking to realign our business, as revenue declined to $1.026B and inventory levels reached 266 days," said Steve Sanghi, Microchip's CEO. "Since returning as CEO in November, we have already initiated several key actions, including restructuring our manufacturing footprint, adjusting our channel strategy and intensifying our customer engagement. Our initial assessment indicates clear areas for operational enhancement, and we are taking a methodical yet urgent approach to evaluating all aspects of our business and implementing necessary changes to strengthen our competitive position."
MCHP is the real play. AMZN likely to have weak movement as always so forget about it. MCHP been way down so could experience a wild swing.
MCHP? Its name got “micro” and “chip” in it. *fully ports into weekly calls*
MCHP is resilient to semiconductor cycles for a reason they play in limited niches and have basically no growth prospects. They have a P/E ratio of 38 despite literally no growth prospects why are you batting for them???
Ok ok here you go, “lONg cALls oN MCHP mAke U lAmB0 g0 VrUMm VrUmM!”
next time put your paragraph into chat gpt to shorten it to a sentence and maybe someone will read it: "The user sees MCHP as undervalued, citing smart cost-cutting, strong leadership, and a potential Intel merger, leading them to go long with a triple-digit target."
Tried posting a full DD but one of the mods on here must be some jilted ex or something bc every post I make gets taken down regardless of how in line it is with their guidelines. Here is the short version for MCHP. MCHP is currently trading at 38% below their intrinsic value (hard to find in the semiconductor sector). They were willing to put on hold a govt grant (chips act) in order to not bite off more than they could chew amid a short term decrease in demand. Once they resume expansion and receive the grant I believe it will launch the price back into $80+ range. They also shut down one of their facilities (Arizona) because the new ceo realized it was a money pit and they could easily expand their main Oregon facility to produce the same results for a fraction of the cost. The company already has seen a massive price drop amid all this news which imo is just a responsible and clearly capable ceo (Steve Sanghi, look him up to see for yourself) that took over as interim and is steering the company into a balance sheet the old management could only dream of. Also he has joined the board of directors in Intel as of December so a merger/buyout may also be on the table. All that said I’m a full blown regard that thought of this play -15% ago and have been raging about it ever since. As of now buying more, going long with a PT set for triple digits. Yea yea I know I’ll be seeing you all behind the Wendy’s dumpster, say hi to my wife.
Why are analog chips stocks up? NXP,TI,MCHP?
Other than companies that deal with AI compute, semi's in general have seen basically like a bear market for the past year or so. The industrial and auto markets still haven't bottomed yet. Here's like an example from TXN: >Speaking on a conference call after delivering third-quarter results, Ilan said that three of TI’s main markets have already begun to rebound, but its biggest sales sources — industrial and automotive chips — are still suffering from a glut of inventory. >“We really need the broad industrial market and the automotive market to join,” he said. When asked to predict a rebound he replied, “It’s about time, but we haven’t seen it yet.” Also some analog chips like MCHP are still struggling: > "With inventory levels high and having ample capacity in place, we have decided to shut down our Tempe wafer fabrication facility that we refer to as Fab 2. Many of the process technologies that run in Fab 2 also run in our Oregon and Colorado factories, which both have ample clean room space for expansion. We expect to be able to shut down Fab 2 in the September 2025 quarter at which time we expect that it will generate annual cash savings of approximately $90 million. Due to the high inventory of the products which are manufactured in Fab 2, we do not expect to see P&L savings from the shutdown until the start of the June 2026 quarter based on a First-In First-Out basis. Personally, the equipment makers are looking pretty cheap, only you want to take a position in the long term. It's possible that some of these markets can bottom out in like Q1 or Q2 next year, but I expect still some pain and sideways action for the short to mid term. However, long term, there is some great buys out there.
$MCHP is getting pounded, people getting tired of waiting for the auto/industrial chip bottom
Fuck you MCHP piece of shit
MCHP triple bottom is in, ready to fly.
If you bought into them because they were financially sound, then just leave them alone if you can sell covered calls...but the caveat is that you have to be absolutely sure that the companies aren't in some fundamental way worse off than when you invested in them - Have any of the companies been affected by fundamental news or development? - Are any of the companies having their moat/business model threatened by newer competitors and/or new technology? No offence but the fact that you have no idea what the 4th company you listed does is worrying...because that casts some doubt when you make the assertion/judgment that these 4 companies are financially steady...if you are positive about their business model and financial state, then just sell covered calls One thing to remember with the semicon industry is that it is very cyclical...look at the year to date performance of the Van Eck Semiconductor ETF SMH chart...it doesn't look appealing at all...and these are for US companies so I can imagine it would be worse for Asian companies If you've kept track of major chip players like hynix and Samsung, you'll know that they've received downgrades from Morgan Stanley because semis are entering a down cycle...like their US counterparts, their stock prices may not have been affected because they are more prominent...but if you look objectively at even the US semi stocks, there are only a few that are performing extremely well (NVDA, TSM etc)...a lot of the lesser known semi stocks aren't doing well at all...for example, I've got puts in MCHP and they just hit a 52 week low...even the last few days of trading, semi stocks have been weak...and even AMD just announced layoffs for 4% of their workforce So yeah...if things aren't rosy in the US for semis overall, then I can't imagine they would be any better in SG...but just ride it out to the next up cycle and sell covered calls in the meantime...and with the 90% that you are saving from your income, start investing every dollar in US stocks...never invest in non-US stock markets again
$MCHP Q2 EPS 46c, consensus 43c Q2 revenue $1.16B, consensus $1.15B. "Our September quarter results were consistent with our guidance, as we continued to navigate through an inventory correction that's occurring in the midst of macro weakness for many manufacturing businesses, accentuated by heightened weakness in our European business which is concentrated with Industrial and Automotive customers," said Ganesh Moorthy, president and CEO. "The 'green shoots' we saw in recent quarters have progressed unevenly with essentially flat sequential bookings, normalized cancellation rates and much higher expedite requests, which we believe are all positive signs for a potential bottom formation despite limited visibility." More bad auto/industrial news.
MCHP must have had bad earnings 'cause it's tanking.
SMCI and MCHP calls for tonight?
Calls on MCHP because anything with Micro in its name is an automatic banger.
I have a few that have been solid compounders over a long period of time and I see no reason that shouldn't continue: $TXN/ADI/MCHP - kind of interchangeable, fundamental players in the new digital world $TMO - the foundational player in the life sciences and therefore the pharmaceutical industry $IQV - the leading clinical research organization with a vast trove of data that differentiates them from competitors $APH - an unsung networking juggernaut, continues to chug along $KEYS - a foundational company for telecommunications infrastructure worldwide, increasingly becoming more important in software
MCHP gonna get any love?
If you're willing to buy INTC, be ready to see underperformance till at least 2027. Foundries are set to be finished by 2025 which everyone should know that big operations like this are often delayed even beyond the longest estimates. Now assuming the foundries are finished by mid 26 to 27. They still have to optimize the new fabs which will inherently take that to probably 2028. Again assuming everything goes more or less according to plan. And that's only the foundry side. Which has some disgustingly low margins. In the chip designing market they are at least 2-3 cycles behind NVDA, AMD, ARM, QCOM, Marvell and Broadcom. Even if the government favours intel before let's say any of these companies usually government margins are quite low. If INTC downgrades to producing IoT chips they will compete with another stack of companies like TXN, LSCC, MPWR, MCHP, etc etc etc. So if you wanna play the INTC game it's probably better to wait till 2027 IMO
TSM; Samsung; SK Hynix; MU; TXN; GFS; ENTG; MCHP and several other semiconductor IDMs and fabs have been awarded CHIPS Act Spending. Unlike INTC, most of these companies have a more impressive history of using funds efficiently and effectively. INTC isn't benefiting much more from CHIPS Act than many others - and because it is further behind, with larger ambitions than, TSMC and Samsung it is facing higher Capex just to begin to catch up - except both those companies are also receiving CHIPS Act spending. The EU and Japan are also pouring money into all these companies - and TSMC is again favored.
There are a few reasons why Astera is in a precarious position. PCIE Gen6 will be pivotal for them. As MCHP, Broadcom, and multiple Taiwan start-ups caught up to the same development timeline with viable retimers leveraging their Gen5 learnings. Hope that Astera succeeds though.
kinda agree. Chips might take it on the chin, somewhat, since INTC and MCHP reported and are down - but after all this selling already, I think there's some likelihood that the market will view the downdrafts as company-specific. AMD reported and did okay - given it's very high forward valuation and low moat in a fear-leaning market, I'd say that's to be expected. Especially now the market understands that AMD just continues to take market share from Intel. Microchip, too, is pretty specific because it's cycle was sooooo extended, it's still very much in the bottoming stage. It was expected that this quarter was going to be pretty bad and anything but a conservative guide would've been out of character for them.
So now that I hit AMD earnings (sold before 10 am) then CVNA earnings. Do I go with AAPL or MCHP? 
My stock picks are $AVGO, $NVDA, $AMD, $MRVL, $CEG, $MCHP
My stock picks are $AVGO, $NVDA, $AMD, $MRVL, $CEG, $MCHP. Buy atm or itm one month out. Thank me later 
And a big FUCK YOU to MCHP. \*NOW\* you drop, ya douche.
MCHP trading between $90 and $93 after yet another meh earnings report. So the only price volatility is AH/PM? Market opens and it magically returns to it's closing price from the prior day.
TSM beat earnings - what are you talking about. INTC = X86 is dead - what are you talking about. AMD beat and the stock will start heading up soon. MCHP? what the f\*\*\* is that? How about, QCOM beat on stronger high end smartphone sales. +12% off the quarter - this is a direct ARM purchaser. Also, TSM had an offset from AUTO (but bet you're still buying TSLA) however stated AI was stronger than anticipated. Also, Samsung reported strong phone sales especially high-end. I don't know where your analysis is pointing to.