MPWR
Monolithic Power Systems Inc
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Nvidia stock breaks out, flashing bullish sign, with earnings due — Is it a buy?
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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.
It's a place to begin doing your own research. You obviously aren't going to buy all 134 stocks, but as I said, research some that score highly in Ratio and 5 yr Total Return and 3 Yr Div Growth Rate. >Looking for stocks that are some shade of green in the Ratio AND 5 Yr Total Return AND 3 Yr Div Growth Rate columns can help identify strong performers. For example, familiar stocks like AVGO, AMAT, MSFT, and LLY are green in three columns, but so are lesser known stocks like KLAC, MPWR, PCAR and others. Research say 10 stocks and pick 4 or 5 to put small amounts in, and see how they do.
It is very overvalued at this point. That doesn't mean its a bod company, just a bad stock at this share price. In fact, if it ever reaches a more reasonable valuation based on something as simple as forward p/e; peg and p/s it would be a great investment. ARM is a critical player in the semiconductor space and is one of the semiconductor companies best poised to benefit from AI in the coming years. However, some semiconductor stocks never fall to reasonable valuations - MPWR would be a very good example. It's one I've always wanted to own but always look at and say 'that is way, way too overvalued'. Yet, MPWR keeps rising. In the semiconductor space, valuations are trickier.
I've extensively worked with TXN over last 10 years in automotive utilizing neural networks and AI. They were dominating until about 3-4 years ago when they were left behind by NVDA and QCOM. Their power devices are also expensive and troublesome sometimes compared to ADI and MPWR. The stock isn't growing much either... Old beaurocratic company, just like INTC. Pass for now. Go with QCOM and MU.
AMZN and other megas don’t give a shit about rates. Utilities. MPWR, APH, etc. Boring shit like WM, AZO, ODFL (it’ll come back), UNP Find longs it’s easier than shorting. You can short SOFI if it pops, too much de SPAC taint.
Nothing different. Buy dips on AMZN and META and chill, they’re leaders for a reason. Feeling stupid? Buy some OPRA, FOUR, GIL. AI utilities set won’t hurt either: IR, JELD, WMS, MPWR, PWR
I think MPWR does some things for NVDA too but I could be mixing up my companies.
AMD to the 🚀🚀🚀 but crazy that no one is talking about MPWR here gains have been 📈📈
The problem with picking a single stock or items is that most people (myself included), never hang on to the full position and exit all or some too early. When the position becomes too big, then we normally sell to avoid future loss. So the really, we have to pick multiple winners. Here are some of the non-tech names I wish I had invested in 10 years ago. FICO, BLDR, MPWR, AXON, LLY, ENPH, CTAS.
NVDA (few only), AMD (few thousand $), MPWR (LOL 1). None from the bottom. I regret not investing into ARM, GD, AMAT, HD. Never really considered Meta, Netflix.
Saw someone mention MPWR. Added call to watchlist. Didn't buy call. Call up 300%. 🥲
Was considering buying MPWR or ARM ahead of earnings today. I got MPWR, but should've gotten both! ARM is flying
Dang I was gonna go all in on MPWR earnings but got burned a couple weeks ago on an earnings play fml
Anyone playing MPWR ER? Pretty good pop last time.
It'll dip more following MPWR earnings. Then it'll fly to 800 on its earnings week.
MPWR, CAVA, PLTR are some of the smallish cap stocks I own that I think have good growth potential in the future
Monolithic Power Systems MPWR supplies power designs to NVIDA AI chips
> I'm more interested in it as a long-term investment IMO - and this is for everyone - it's easy to think of something as a long-term investment, but if you buy a stock and it corrects quickly, it's easy to have your time horizon shrink considerably. It's great to be long-term about investments but it's easier to be long-term if you take advantage of opportunities and get good prices. There are both extremes in this sub on NVDA - there are people who are wildly bullish and there are people who think it's wildly overvalued. I continue to have a positive long-term view on the stock, but less so after the run that it has had over the last year or so. I do think that there will be other opportunities and while probably not soon, there will likely be a cooling off period similar to NVDA post excitement about various themes - you saw it with gaming years ago, you saw it with bitcoin after the initial run and while NVDA still has tremendous demand now, at some point (and perhaps it takes longer than expected this time) that AI-related demand will be satisfied - it's not that there won't be continued demand but there will be more normalized demand. And then there'll be other themes and things down the road. So, I dunno. I don't know what the stock will do in the short-term, I am positive long-term but it's difficult to be as positive given the run up and I do think there will be better opportunities. There's also a lot to semis beyond NVDA - there's a lot of equipment/manufacturing names and while many of those have run (LCRX, MPWR, ASML, etc) they are good companies and are also worth a look on a pullback as part of perhaps a more diversified take on semis than just owning NVDA.
MPWR has just been ripping the past two months.
Best stocks to invest in right now would be semi conductor. LRCX, NVDA, AVGO, and MPWR. These stocks rise over 10 points almost daily, definitely great for day trading. These stocks are also stable and great for long term since the market for semiconductors is constantly growing. Good luck!