Posts on MPWR

Latest ideas and analyses related to Monolithic Power Systems Inc. Common Stock

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MPWR

+34 pts



$MPWR Powering Through

By josiebe on Aug. 2, 2022, 2:39 p.m.
Tagged topics: beat and raise

Views: 14, Votes: 5, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+49 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 53, Votes: 5, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1
MPWR

+32 pts



$MPWR - Knocking the Cover Off the Ball

By puckerman17 on May 3, 2022, 3:48 p.m.
Tagged topics: beat and raise

Views: 23, Votes: 1, Responses: 0, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 173, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
MRVL , MPWR , NVDA , AVGO

+44 pts



Semiconductors - investors may not reward good news this earnings season due to cycle/macro fears

By bbern3 on April 12, 2022, 11:08 a.m.
Tagged topics: analyst checks , earnings preview , investor sentiments

Views: 162, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 217, Votes: 9, Responses: 2, Attachments: 1
NVDA , MRVL , AVGO , MPWR , INTC , AMD , NXPI , ADI , QRVO

+49 pts



2022 Semiconductor Preview

By junkfoodlover on Jan. 13, 2022, 2:14 p.m.
Tagged topics: 2022 outlook

Views: 84, Votes: 4, Responses: 0, Attachments: 1
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+38 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 187, Votes: 3, Responses: 1, Attachments: 30