MPWR
Monolithic Power Systems Inc
Mentions (24Hr)
0.00% Today
Reddit Posts
Nvidia stock breaks out, flashing bullish sign, with earnings due — Is it a buy?
Mentions
And VICR and MPWR that help them
riding my MPWR, MU, and DAR positions
The fastest and cheapest way to get baseload power is gas turbines which already has a huge backlog and I believe the manufacturers are not willing to increase supply. Any other way requires time to buildout and renewables are great but they also will take time and don’t solve the issue of baseload. Bringing their own power instead of paying a premium to be connected to the grid there will definitely be a capex increase which they will likely try to avoid by bringing investors with deep pockets to build out the infrastructure project and sign a PPA with them to buy power from them. Hyper scalers will still be paying a premium but they won’t have the additional capex in their books. This is also dependent on how long the need to wait to be connected to the grid and if they can bring their own power would that make them jump the queue? One play could be investing in companies who will help with the infrastructure buildout, folks in the power infrastructure business $ETN $PWR, $MPWR. Regardless the power infrastructure will need to updated in USA regardless of data centers or not so even if the buildout from hyperscalers slow down these companies will still be extremely relevant from increased electrification and power needs growing.
I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).
Buying more VRT (Vertiv): GEV, MPWR and POWL - all in the power biz, positive earnings and positive outlook. VRT earnings 10% off the highs, earnings on Feb 11.
Get those chips! I have a little semi etf going in my port: MU ASML AMAT NVDA AMD QCOM TSM MPWR AND... CAT - not a semi but I'm bullish
Buy a nice mix of Adobe and CMC and FCFS and MPWR (THANK ME IN DECEMBER)
Blue Horseshoe loves Monolithic Power #MPWR 🤌
MPWR I am the exit liquidity
MPWR a meme stock? The heck was that dip. 10% swings.
balls deep in QCOM, META, MU, MPWR
I think Im going to try selling some puts tomorrow on APP, maybe ALAB, and since MPWR had a post earnings selloff it looks to be a viable candidate as well. Will check the premiums at market open.
Anyone looking at buying MPWR?
Following some many stocks, earnings season becomes so interesting. Looking forward to these names after the bell today: $OSIS, $MPWR, $SKYW, $NET, $LPLA, $AAPL,$AMZN
Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales
I dont have enough: TSM, MPWR, PPTA, GLXY
dont sleep on MPWR
Wish I bought more MPWR starter position. Still good gainz tho
Growth stocks. Currently, CRWD, AXON, GOOGL, NVDA, EA, LLY, AMZN, URI, PGR, MPWR.
Shoulda went with MPWR options but I chickened out and got shares. At least I'm up
MPWR saving my portfolio today
Besides VOO and QQQM, my largest individual holdings are as follows: MPWR, AMD, ARM, AMAT, and RDDT
This was a good buy early last year when Nvidia designed their multiphase voltage regulators in, which resulted in a big earnings boost for a few quarters, but they fumbled it: https://finance.yahoo.com/news/monolithic-power-falls-amid-risk-205430868.html For years they’ve been known as a disrupter in the power IC space because they move fast and are cost aggressive. However, this speed results in more than a few half-baked products, giving them a so-so reputation compared to competition like TI, ADI, Renesas, Infineon, etc - but the Nvidia Blackwell f-up was big enough for shareholders to hear of it. The big dogs in this space have mostly caught up with the few niches MPWR had carved out early on in the high power computing space, and other areas they focus on are very competitive, so I wouldn’t expect any dramatic moves á la 2024 in the near future. That said, they are still moving fast and fairly well positioned in the market for many commercial, consumer, and automotive applications. Like many smaller IC companies, packaging and testing supply chain is China-centric, but a large percentage of chips are made in Taiwan, and can therefore use Taiwan COO, limiting tariff impact. I expect them to grow gradually with more focus on high power computing over the next few years, and while their 3 year Sharpe ratio is slightly above oar with the s&p, their 1 year indicates a down year and declining returns. I would look elsewhere if you’re interested in semis with better returns over the short term. Acquisitions in this space are fairly frequent and could offer interesting opportunities.
Excellent idea for a post. A few that I think are less discussed in the retail community: ANET, BKNG, KLAC, MPWR
It drives me nuts that MPWR is considered an "AI stock" even though its products find their way into all sorts of things, not just Nvidia's GPUs -- cars, phones, laptops, radios, chargers, industrial robots, etc. Nvidia isn't even their biggest customer. Despite this market diversity, every time Nvidia takes a hit, MPWR takes a hit. It's not rational. I wish investors were more nuanced in their understanding of the tech industry.
Look at that fade on MPWR even great earnings will end up being flat at best
Too bad you didn’t go MPWR. Lol
I believed in MPWR but had money tied up elsewhere. Oh well
MPWR is up by 17% on ER. 
$MPWR Monolithic Power Systems Q4 2024 Adj EPS $4.09 Beats $3.98 Estimate Sales $621.66M Beat $608.07M Estimate
$MPWR Reports Q4 EPS $4.09, consensus $3.98 Reports Q4 revenue $621.67M, consensus $608.09M. "Our proven, long-term growth strategy remains intact as we continue our transformation from being a chip-only, semiconductor supplier to a full service, silicon-based solutions provider," said Michael Hsing, CEO and founder of MPS. Announces $500M share repurchase program
I think MPWR Puts actually might hit….
Ohhh MPWR Puts bout to hit
$NET Calls $AFRM Calls $MPWR Puts $AMZN Puts $ELF Puts $FTNT Puts
$NET Calls $AFRM Calls $MPWR Calls
AMD will beat LLY will beat MPWR will beat CMG will beat You know my plays now https://preview.redd.it/6bpj12tvsnge1.jpeg?width=1024&format=pjpg&auto=webp&s=ab907da016311a40cccf3b1b1fc15d0e045ecb84
I need a massive rebound in 2025, looking at adding: Monolithic Power Systems (MPWR), Heico (HEI), and First Solar (FSLR) Maybe doubling down on Palantir Technologies (PLTR) and Rigetti Computing (RGTI). Targeting outsized returns here.
When I make money I leave any moral stands at the door. Shitty but it works especially with defense contractors 2016-2020. New political regime coming in gives big opportunity to KOPN and MPWR. Trump being so close to Elon and the oracle CEO gives me the green light on them for the short term. Especially oracle they’ve been getting lots of opportunities lately. But we’ve also seen trump sour on those close to him very quickly, so I’m wary However, politics aside, Tesla is crazy overvalued and will lose market share to new EV competitors. I think in the relatively near future they’re due for a big correction. If Elon ever exits the whole stock is fucked beyond belief. I’ve occasionally bought at sub 400 and rode it back up for some healthy gains but I keep it out of my long term plans.
The longer you hold a stock, the higher your chances of making a profit. Put 70-90% into the S&P (SPLG with a 0.02% expense ratio is the best) The rest you can use to trade stocks. Start with undervalued stocks like MU, MPWR which have an attractive price at the moment. Watch them grow and see the time it takes to make a meaningful profit.
o7, they all mostly share the trait of being down for various reasons with poor sentiment and valuations that dont seem terrible (MPWR most expensive by far more of a swing trade)
I discovered yesterday that I have a Morningstar account through my public library, so started looking at MPWR. I am interested to start a position but not sure abt an entry point. Great job getting in early.
CROX, MPWR, SIMO knife catches all going well so far... fingers crossed
MPWR knife catch looking okay so far, +9% off the bottom for me so far. Probably needs a good Q for a nice move from here
I have recently been using RSI oversold screener to pick stocks. My other strategy that seems to be more or less working is looking at stocks that have insane run ups, then buy at support levels. Can use RSI here as well. The selling part is a bit harder to figure out. I recently found MPWR with RSI and then looked at fundamentals and saw it has solid company and growth so I bought. I also inverse myself and pick some stocks I wouldnt normally. Like Adobe. That one I screened for analyst ratings and it was one of like 3/4 that all analyst had high ratings on.
well I have been following ASTS for a while. Day Trading. The best call I made was when it hit 20.20 and bounced off support. Told my friend to do the same thing. It flew up to $30 … look at the month chart. This entire month it hits around $23 then pops off then gets sold immediately. Yesterday it finally dropped to $22.50 and popped off and held the gains. If you look at the month chart https://preview.redd.it/8b7mt016uf5e1.jpeg?width=1179&format=pjpg&auto=webp&s=550508c7b0d569567970575816cbf60ac89d98ef you can see both trades what i am referring to above. The support was extremely strong. and it rises above where it was previously. Anyways you can see yesterday the gains held. I think this is going over $30 in the next few days. I found MPWR screening RSI - sold off 40% on illegitimate concerns. Look at fundamentals - only oversold stock I found that is growing quarter on quarter. Strong company. That one is long play.
guh, I was so tempted by Enphase at 59, now I'm watching it recoup and am still undecided... thoughts on $MPWR?
Mexico: Alsea, Walmex, Omab, Nu, Meli - although its not cheap USA: Crox, MGM, LRCX, MPWR
Yes friend! We should all do the needful and purchase wonderful company MPWR!
bro I just found MPWR !! I think it is a freat tike to buy
Idr why I bought MPWR. Looks like DD all over again..(though I kind of want to add here bc, red.)
Nibbled some more SIMO and MPWR as they drop, bought more Alsea too in mexico
Knife catching on MPWR, SIMO, and CROX going well so far. ONTO not so much yet
drop it on PANW or MPWR. Huge upside on both
Loop who is the more bearish of analyst just upgraded MPWR to Buy, with a price target of $660
MPWR heading back up to Mt Everest
Loaded to the tits: $NTLA & $MPWR LFG!!
MPWR should be called ShrekPWR
MPWR seems like the play of the year
Hello friends i would like to pony out MPWR has been on sale for a month now and is planning to go back to its regular price sometime soon
MPWR was an ai darling due to their relationship with nvda until recently when rumors came out that nvda was alloting more to infineon/renesas. Since then mpwr is -40%ish, but those rumors were never corroborated and the company denied there be an issue. So mostly that mpwr is much more ai exposed vs the other power semi laggards
ONTO, MPWR, CROX and MGM, at least thats what I am buying rn
Sell or hold MPWR and AMD stock?
CNBC giving up on MPWR… you know what that means.. dance time! 
Massive bounce coming on MPWR - holding support and down 30+% from the Oct 29th on fake news regarding NVDA demand. All in here.
Huge bounce coming for MPWR. Free money
ChatGPT, tell me about MPWR but make it young and hip sounding, with bold text.
Does NVDA swap SMCI for MPWR? If so, I am with you
Could someone ELI5 the MPWR plummet to me?
I loaded pretty heavy into Renesas ADRs here risk/reward if that MPWR rumor is true is skewed to upside with where RNECY is at post earnings selloff, if its not true no harm stock isnt up atm so not like its priced in
"Rosenblatt Securities claims they spoke with senior management at MPWR who said they are not aware of any technical issues with Blackwell sockets. The firm says a "disqualification" at this late stage of the Blackwell production cycle would require the supplier to be advised of the situation. In addition, Monolithic has seen "no bookings, backlog, variations or cancellations, period," Rosenblatt points out. It is well known that Monolithic will lose share in Blackwell cycle relative to Hopper, as Nvidia has pushed for multi-sourcing" Looks like he said she said at this point...
Somehow I missed this this morning "Edgewater Research contended in a note to investors earlier this morning that performance issues with Monolithic Power's (MPWR) voltage regulator module/Power Management IC "appear likely to severely limit or eliminate" Monolithic's allocation in Nvidia's (NVDA) Blackwell, with Renesas (RNECY) seen taking over B200 and Infineon (IFNNY) seen assuming GB200 allocation as both are seen receiving rush orders in recent weeks. " Seems very intriguing for Renesas and Infineon since they are both priced quite cheaply and have 0 AI hype atm
Is there any MPWR holder here? What just happened?
You probably aren’t getting supersized outperformance from something with stable fundamentals and medium risk. You’ll probably have to pick among out-performers who already look expensive, and folks will tell you they can’t keep that up going forward. Ex: AMD, MPWR, CRWD, etc Under performers, but with potential to add to their product and see a major turnaround. Ex: PATH - should they unlock true automation rather than primarily RPA solutions, U, INTC, etc Or lastly, speculative types who don’t yet have/or haven’t seen their product take off but has outsized potential to. Ex: ENVX, ASTS, biotech, med tech, etc Either way you’re likely to get a lot of negative chatter because folks will be right, most speculative companies fail, betting on unknown things is risky, and most expensive companies eventually see a period of a significant drawdown.
Any highly regarded MPWR holder?
Who cares it’s a crappy stock that gets too much attention. Why not talk about MELI, ORLY, WM, AVGO, MPWR, ICE, LECO, LIN…winners not dump divers
STRL, IES Holdings, ANET, MPWR
MPWR consistency - 1yr +100%, 5yr +500% 
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
I’m not sure it’s under the radar but MPWR doesn’t seem to get the hype that companies with higher market caps get. I also think NXT will be interesting solar isn’t getting a lot of love now but that could change in the future.
I have a few that really surprised me: ADMA 295% YTD SERV 260% FTAI 150% HWKN 70% UTHR 50% MPWR 50% ANET 50%
I’m just like the guy who posted this. I’m at 25 shares dollar cost averaging $50 a month for 4 years. I just keep throwing $50 a month at it but this is one of my worst performers. I finally dropped PayPal and Nike for MPWR and AVGO $50 each every month. Disney is next on my list. I own 62 stocks- Disney is a top 5 …..worst performer.
MPWR - semiconductor stock focused on power storage. WM - waste management company CAT - industrial equipment manufacturer
This is a little different play but you guys could check out MPWR, they build the semiconductors that focus on battery efficiency and clean energy storage, so it is a broad play and they will win no matter which energy company wins, also semi conductors are and will continue to be a hot sector for next 5-10years. This is the stock I’ve been loading up on and is doing very well. Also has a small yield (used to be much bigger but stock appreciation).
RDW Redwire - space infrastructure company. ANET Arista - cloud networking. MPWR Monolith - circuits. ONTO Innovation - small semiconductor company.