Microchip Technology. Every tracked FinTwit mention of $MCHP, newest first. 29 mentions since the first on Aug 7, 2025. See the price chart.
July 2026 · 1 mention
Jul 6
Nancy Pelosi Stock Tracker ♟ — Interesting buys to watch
Rep. Gil Cisneros (D) sits on the House Armed Services Committee
And he bought 2 stocks with active DoD contracts that his committee authorizes funding…↗
June 2026 · 9 mentions
Jun 18
TheValueist — $LSCC $MCHP People still don’t realize how critical FPGAs will be for the GAI infrastructure buildout over the next decade.
https://t.co/EkxnBxJSIW↗
InvestmentGuru — $MU $SNDK $WDC $ON $MCHP
The AI Boom Isn’t Just GPUs — It’s a Memory Supercycle
Chips Without Memory Are Useless
Every conversation about AI infrastructure obsesses over compu…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…
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…↗
Alphatica — 📊 OPTIONS FLOW: Who Wall Street thinks wins from the tariff ruling
Within hours of SCOTUS, institutional flow shifted hard:
🟢 $LULU +58 pts
🟢 $MCHP +36 pts
🟢 $NKE +21 pts
�…↗
Feb 12
TheValueist — $LSCC $MCHP EXECUTIVE SUMMARY
Lattice Semiconductor (LSCC) and Microchip Technology (MCHP) occupy structurally different positions within the FPGA landscape versus the 2 scale lea…↗
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
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…↗
— 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…
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
TheValueist — $MCHP $MU $SNDK NAND FLASH, BROADER FLASH MEMORY, AND PRICING POWER
1.READ-THROUGH: MANAGEMENT CHARACTERIZATION OF NAND/FLASH AS “VERY CONSTRAINED” SUPPORTS A TIGHTER SUPPLY / BETT…↗
Feb 6
TheValueist — $MCHP EXECUTIVE CALL SUMMARY: MICROCHIP TECHNOLOGY INC (02/05/26)
Microchip reported a material upside versus the prior quarter’s positioning, with fiscal Q3 2026 (December quarte…↗
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…↗
Feb 5
TheValueist — $MCHP $MU $SNDK Did someone say NAND? https://t.co/I9duvFj0kC↗