Monolithic Power System. Every tracked FinTwit mention of $MPWR, newest first. 37 mentions since the first on Dec 15, 2025. See the price chart.
July 2026 · 2 mentions
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 7
Tradable Astronaut — Name level, the index keeps finding them.
$CRNX top of 1,257 scored names at a perfect 100. The 100 club already paying since added. $TENB +22%. $MRNA +15.7%. $ABCL +15.5%. $GLUE…↗
June 2026 · 8 mentions
Jun 21
amit — @Starbuccaneers Almost took $MPWR but I leaned on $TXN instead…
I like the $TTWO catalyst but I wonder if the news might be priced in↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
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…↗
TheValueist — $IFX $VICR $MPWR $AOSL EXECUTIVE ASSESSMENT
The document is a Chinese-language Infineon customer notice dated 2026-05-26, marked confidential, signed by Andreas Urschitz, and anno…↗
May 26
TheValueist — $AOSL $POWI $MPWR $NVTS Power semis absolutely ripped and held on to the gains to close the day. Jensen already did your diligence for you. https://t.co/4x550Ek4wf↗
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 25
Leandro — Don't know much about $MPWR but these kinds of charts are the ones that get me initially excited https://t.co/8JB1J5wcxc
April 2026 · 7 mentions
Apr 30
TheValueist — $MPWR KEY READ-THROUGHS FROM MONOLITHIC POWER SYSTEMS Q1 2026 EARNINGS CALL
Monolithic Power Systems’ Q1 2026 call is a high-signal read-through for AI infrastructure, data center…↗
Apr 30
TheValueist — $MPWR (Bloomberg) -- Monolithic Power forecast revenue for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
Sees revenue $890 million to…↗
Apr 30
TheValueist — $MPWR $POWI $AOSL $VICR Strong day for power semis. There will be tons of custom ASICs/silicon coming online over the next 3-5 years, and they need power-related chips. https://t.c…↗
TheValueist — $MPWR is a name I should have dug into earlier. I believe this still has legs from here. Need to be comfortable with a 24+ month hold.
$NVDA $MU $SNDK $LITE↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
TheValueist — $MPWR looks like it is breaking out. https://t.co/PNopD0s3Aa↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
— The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 2
Jason Luongo — 5. $MPWR - Monolithic Power Systems
Regulates the voltage inside AI servers so components don't fry. Enterprise Data segment revenue up 97.7% YoY. Record quarterly revenue of $804…↗
Jun 1
TheValueist — $MPWR $ADI $STM $TXN $NVTS $ON EXECUTIVE OVERVIEW
The source material is best understood as an NVIDIA MGX 800 VDC power distribution board ecosystem display rather than a GPU, acc…↗
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 5
Tech Fund — "Power semi content will 10x with the move to 800V racks. Lots of power semi content outside the rack with solid state transformers" - ON CEO
We did the last review of this space…↗
— If you are looking for 800 VDC power and power semi names, someone I know already did a bunch of diligence for you. I hear they do good work.
$NVDA 800 VDC Architecture
https://t.…
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 9
TheValueist — $MPWR breaking out to an all-time high today. I am long 1/21/28 calls. Spendy on a mutiples basis, and I still don't believe people understand how critical MPWR is to the $NVDA roa…↗
— Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…
Tech Fund — GaN in the data center only coming in '28 $MPWR https://t.co/6L5lgUKWz5↗
Feb 6
TheValueist — $MPWR EXECUTIVE CALL SUMMARY: MONOLITHIC POWER SYSTEMS INC (02/05/26)
Management framed Q4 2025 as a demand re-acceleration quarter with materially improved order visibility, high…↗
Feb 5
TheValueist — $MPWR (Bloomberg) -- Monolithic Power reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
•Adjusted EPS $4.79…↗