Monolithic Power System. Every tracked FinTwit mention of $MPWR, newest first. 17 mentions since the first on Feb 6, 2026. See the price chart.
June 2026 · 2 mentions
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…↗
May 2026 · 9 mentions
May 27
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 19
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:…
April 2026 · 5 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…↗
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.…
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…↗