Microchip Technology. Every tracked FinTwit mention of $MCHP, newest first. 13 mentions since the first on Jun 21, 2025. See the price chart.
June 2026 · 2 mentions
Jun 4
TheValueist — $LSCC $MCHP FPGAs are so hot right now :) 🔥🔥🔥
https://t.co/EkxnBxJSIW↗
Jun 1
TheValueist — People still don't understand how critical FPGAs are in the coming years to the GAI infrastructure buildout (power, networking, control, etc.), defense, and many other sectors. I'm…↗
May 2026 · 4 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 26
Ben Pouladian — Power Is Everything
BofA’s Vivek Arya just modeled the AI power semi market, and the cleanest read is the power split
The 600kW+ rack pool is worth $0 today
The megawatt rack do…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
InvestmentGuru — $MCHP — The Quiet Compounder Waking Up
Microchip Technology doesn’t trend on fintwit, but the smart money is quietly loading up. Shares recently surged to a near two-year high as i…↗
Apr 16
TheValueist — $LSCC $MCHP $AMD $INTC RESEARCH NOTE - FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems
https://t.co/QEW4TLQVzM
Bottom Lin…↗
Tech Fund — "Microchip is in every offensive and defensive weapon in our military arsenal"
"As space exploration picks up and with all these new companies like SpaceX and all launching satel…↗
Feb 6
Leveraged Cat — Revisiting the analog semis idea - their relative strength, including the smid caps in the space, has been notable in this general risk-off environment.
The relative strength got…↗
August 2025 · 1 mention
Aug 7
SemiAnalysis — expecting a recovery this cycle with $TXN $MCHP $ON $NXPI
pls bro just one more quarter bro https://t.co/r0aA15h4ve↗
June 2025 · 1 mention
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
— You will begin hearing more and more about the power of FPGAs in the coming months. Speak to anyone who works at Jane Street. A technological and market breakout feels around the c…