Latest posts tagged with #MPWR on Bluesky
Remember: Going into the war, AI hardware stocks like #TSM #MU #ASML #LRCX #AMAT #KLAC #ADI #MPWR #GLW #SNDK #WDC #ANET #STX were all soaring, while software stocks like #CRM #NOW #INTU #ADBE #ADSK #APP were getting crushed.
Sen. Markwayne Mullin (R) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $MCK ($15K-$50K), $MPWR ($15K-$50K), $APG ($15K-$50K), $VSEC ($15K-$50K), $FCFS ($15K-$50K), $AMKR ($15K-$50K), $LRN ($15K-$50K), $CRS ($15K-$50K), $C ($15K-$50K), $ADBE ($15K-$50K)
Sold: $AIT ($1K-$15K), $CO...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $MCK ($15K-$50K), $MPWR ($15K-$50K), $APG ($15K-$50K), $VSEC ($15K-$50K), $FCFS ($15K-$50K), $AMKR ($15K-$50K), $LRN ($15K-$50K), $CRS ($15K-$50K), $C ($15K-$50K), $ADBE ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $MCK ($15K-$50K), $MPWR ($15K-$50K), $APG ($15K-$50K), $VSEC ($15K-$50K), $FCFS ($15K-$50K), $AMKR ($15K-$50K), $LRN ($15K-$50K), $CRS ($15K-$50K), $C ($15K-$50K), $ADBE ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $LRN ($15K-$50K), $APG ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $VSEC ($15K-$50K), $MCK ($15K-$50K), $MPWR ($15K-$50K), $C ($15K-$50K), $AMKR ($15K-$50K), $FCFS ($15K-$50K)
Sold: $DELL ($15K-$50K)...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Sen. Markwayne Mullin (R-OK) disclosed 17 trades:
Traded: Feb 4 | Disclosed: Mar 2
Bought: $AMKR ($15K-$50K), $LRN ($15K-$50K), $APG ($15K-$50K), $FCFS ($15K-$50K), $VSEC ($15K-$50K), $C ($15K-$50K), $MPWR ($15K-$50K), $ADBE ($15K-$50K), $CRS ($15K-$50K), $MCK ($15K-$50K)
Sold: $AIT ($1K-$15K), ...
Wells Fargo upgraded Broadcom and Monolithic Power Systems to Overweight, raising Broadcom’s price target to $430 from $410 and Monolithic Power’s to $1,125 from $1,100.
#AVGO #MPWR #Broadcom #MonolithicPower #TPU
whole AI funnel.
Stay long the AI supply chain.
#NVDA #AMD #MPWR #AVGO #MRVL #ARM #CRWV #APLD #NBIS #IREN #VRT #SMCI #MU #PSTG #SNDK #NTAP #WDC #STX #LRCX #AMAT #ASML #ANET #COHR #SITM #LITE #CLS #ALAB
Infrastructure: #VRT #ETN #DELL #DLR #SMCI #EQIX
Compute: #NVDA #TSM #MPWR #AVGO #MRVL #AMD #ARM #CRWV #NBIS #APLD
Memory: #MU #PSTG #SNDK #WDC #STX
Networking: #ANET #COHR #SITM #CSCO #LITE #CLS #ALAB
Despite all the geopolitical chaos, AI remains the North Star of this stock market rally.
Truist says buy the dip in AI infrastructure stocks because they expect AI spending trends to remain robust.
Their favs: #NVDA #AMD #AVGO #MPWR #TTMI #APH #MTSI
Lululemon, Biogen to exit Nasdaq 100 with Alnylam, Seagate among additions
#lulu #ttd #alny #qqq #stx #wdc #biib #mpwr #on #insm #cdw
Origin | Interest | Match
Stock index futures tread water as all eyes turn to Fed decision
#spx #indu #us100:ind #msft #wsm #mpwr #rmd #pnr #cboe #btc-usd #xagusd:cur
Origin | Interest | Match
A very timely article, I wrote a couple of months ago: wealthwisedca.substack.com/p/the-entire...
PS: I am still bullish on AI
#AI #AISupplyChain #CEG #GEV #BWXt #ETN #VRT #TT #NVDA #AMD #AVGO #MRVL #GOOGL #ARM #SNPS #CDNS #MPWR #MU #TSM #COHR #LITE #ANET #MSFT #AMZN #EQIX #SNOW #MDB #PLTR #TEM
🔊 New Being Exponential podcast
- Burry: #META #MSFT #AMZN inflate earnings via GPU life extension
- SoftBank sells #NVDA to fund OpenAI
- OpenAI's potential $1T IPO. #SSSS as proxy investment
- #SITM #COR #LITE blowout earnings
- BTD in #MPWR #NVMI #NBIS after post-earnings selloffs?
- & more
🔗🔽
- Optics/Networking: #ANET #CSCO #CIEN #LITE
- Power/Thermal: #VRT #ETN #ABB #MPWR #POWL
- Semi Equipment: #ASML #AMAT #LRCS #KLAC
- Servers: #DELL #SMCI #HPE
- Compute: #NVDA #AMD #INTC #ARM #AVGO
- Operators: #CRWV #NBIS #IREN #CIFR
That's bullish for names like #MPWR (personal fav) #VICR #BELFB #IFNNY #ETN #ST #COHR #NVTS #STM #MCHP #ADI #TXN.
KeyBanc Capital maintained its Overweight rating on the semiconductor-based power electronics provider and raised its price target from $1,250 to $1,300.
#MPWR #MPWRStock #MPWRNews #MPWRStockNews #MonolithicPower #MonolithicPowerStock #MonolithicPowerNews #MonolithicPowerStockNews
$MPWR
#MPWR down despite a strong Q3 report that smashed expectations + Q4 guide that was much better than expected, too.
There's some valuation friction at play here. Going into the print, MPWR stock was trading at 48X forward earnings, which essentially matched a 4-year high.
