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Monolithic Power Systems Stock Discussion

Trader’s Edge

Apr 21 11:04

Columns Stocks We Are Watching As Markets In No Man's Land

Stocks to Watch
Hess Corporation (HES US) $Hess Corp (HES.US)$
Daily Chart -[BULLISH ↗ **]HES US is holdingabove support at 128.5 and we expect price to push towards 138.35 resistance level. Stochastics has bounced off support level where price reacted in the past.
Alternatively: A daily candlestick closing below 128.5 support will open a drop towards the next support at 124.4.
Monolithic Power Systems (MPWR US) $Monolithic Power Systems (MPWR.US)$
D...

Trade war escalates: What’s next for Chinese stocks?

10baggerbamm

Mar 17 23:33

$Monolithic Power Systems (MPWR.US)$ Let's go baby!

ASteffie : I am squirreling... you gone stop me?

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10baggerbamm OP ASteffie : I'm not sure what you mean by squirreling but I really was just looking at that stock about 15 minutes ago looking at the valuation scratching my head and it's trading right now at 14 times 13 times earnings even if that falls a little bit it's at a huge discount to the market but nobody cares.
it could be 4:20 in a month in 2 weeks pull a multi-year that's literally what you have to do just pull a 8 year 10 year chart and look how much it has fallen after each prior rally granted different administration different trade policies at all gets factored into what the pretty little picture looks like so right now we have an administration that's hell-bent on getting cash coming in at the expense of stock prices they don't care and they are not negotiating with any country they need this money coming in to prevent a default and I've written about that. so where's the downside it could be 100 points lower

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ASteffie 10baggerbamm OP : I am buying little bits like a squirrel would black walnuts for winter.

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10baggerbamm OP ASteffie : I think risk reward you're okay I think you need to give yourself a cycle in the market and I don't know when that is I think companies are going to come out with really terrible guidance this quarter I don't think they really understand the implications of the tariffs on sourcing materials on what they're able to negotiate with their suppliers overseas I don't know we don't know if they have contracts that are ironclad that are not negotiable from a volume standpoint and I'm just picking shit off the top of my head so there's going to be a very high degree of uncertainty and I think every company is going to warn they'd rather be safe than sorry.. and look at Restoration hardware I mean that's such a strong company they've never missed revenue earnings and guidance and they struck out all at the same time and this is so early into the tariff game they missed because of the consumer and they deal with high-end consumers they also miss because of currency well I can't imagine next quarter is going to be better for them

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ASteffie 10baggerbamm OP : look at this little fiesty lady... - YouTube
Such a babe. So brave. I don't know if she's believing it all but she puts her face on every mother ducking day.

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10baggerbamm

Mar 7 03:55

$Monolithic Power Systems (MPWR.US)$ 91
we have dropped $91 since my last post
this company beat revenue beat earnings guided higher than anybody was expecting you can see the Gap up on that earnings beat we've retraced 100% of that if you go back to 2021 on a chart and you look at every sell-off and it doesn't matter what the catalyst is 2022 covid was god-awful everybody knows how bad tech stocks got beat up if you look at the long-term trend line the distance from that trend line to the low p...

10baggerbamm

Feb 22 02:22

$Monolithic Power Systems (MPWR.US)$ we're sitting right on another critical level of support for so many stocks
by the way look at the price of this one you think it means anything?

韭菜变主力

Feb 7 14:27

$Monolithic Power Systems (MPWR.US)$ Solid Q4 results with outsized beat of Q1 revenue forcast They will do momentum trading again. It’s worth watching if the 200 day moving average can be reclaimed soon. Would provide an entry point if it falls back because of resistance.

Jessica Amir

Jan 23 08:35

Columns Stargate, the birth of a new AI wave will benefit these US and Australian stocks; with Oracle's earnings to triple. And why consider investing in Qantas and Regis which are soaring

Stocks in the US surged to a brand-new all-time high, largely for two core reasons...
Firstly, it’s thanks to Trump’s launch of the US$500 billion AI project, Stargate, which ignited a new wave of AI investment and buying of AI-related stocks. Names like Oracle $Oracle (ORCL.US)$, Palantir $Palantir (PLTR.US)$and Monolit...

https://www.youtube.com/watch?v=EfVxG6LVtJk

From YouTube

Trump announces $500 billion "Stargate" project! Powerful catalyst for AI?

PhotoSynth

Jan 16 01:58

Unjustifiably low…….

$Monolithic Power Systems (MPWR.US)$
This stock got unjustiably taken out at the knees a few months ago basically turningthe stock into a broken stock because of a wrecked chart that was almost beyond belief to look at .
Most analysts believe that a returnto $900 or greater is more likely than not and probably sooner than later. Thats a roughly 40% upside potential . Excellent company, excellent management, etc.
Personally, I still cant believe it hasnt gained more traction ...

104857846

Jan 15 22:45

$Monolithic Power Systems (MPWR.US)$ is a goor buy?

Ultratech

Dec 8, 2024 02:58

$Monolithic Power Systems (MPWR.US)$
easy bottom here if you want to add fractionals

韭菜变主力

Nov 24, 2024 07:34

$Monolithic Power Systems (MPWR.US)$ This thing might be primed for a rebound, but is still expensive. Like most semi stocks, another leg down would be a buy and hold opportunity.

10baggerbamm : when people say they're expensive you really need to qualify it because these chip companies as a group are growing 20 to 30% if you compare that to say the Dow stocks excluding Nvidia or the S&P 500 from evaluation standpoint they have far less growth and yet they traded a higher valuation from a multiple so that means you're paying more you're getting less if you look at Microsoft it trades it over 40 times earnings it's growth isn't anywhere is as close as many of the tech stocks that you're referring to in the semiconductor field. apple is only growing revenues at what 4% and what do they trade at a multiple. making a blanket statement that semiconductor stocks are expensive compared to what because if you look at all of these quantum computing companies they have zero revenue most anyways which means they have zero profits if you look at the nuclear stocks at rallied they have little to no revenue they have losses that means no profits. the saying semiconductor stocks are overvalued compared to what because I can go down the list of most every industrialized sector and they lag the growth of semiconductors and they lag the profits and they're sitting on a shitload more debt than the tech companies are within the semiconductor field

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韭菜变主力 OP 10baggerbamm : P/S > 10, forward P/E > 33 with about 20% growth next year. Earnings is high quality. It’s fairly valued or slightly undervalued, you don’t have obvious deep value. But it is cheaper compared with most other stocks. However, this stock is in a down trend, so investors typically want more value to go against the trend.

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韭菜变主力 OP 10baggerbamm : Another reason I say this is lke AMD today. The metrics there are close to this one, but you can see when you go against the trend, all the negativity needs to be flushed out before the trend reverses, like LULU this year.

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10baggerbamm 韭菜变主力 OP : Nvidia is trading 21 times next year with 70 plus percent growth and margins in the 80% range. so if you're going to try to compare the two there is no comparison. what is earnings high quality mean? they miss twice this year on their guidance. they have two divisions that are very problematic for the company that's gaming and that's pc. pc is why Bank of America downgraded today. Dell only had weakness in their entire quarter in the PC line. so it's a valid point that's made if Dell is having problems AMD certainly will have problems think Venn diagram one fits inside of the other. and if Dell PC's not doing well you get the idea. so how is the revenue growth excellent? first quarter this year Wall Street was looking for 5 billion forward guidance in their AI business they guided four next quarter they were looking for five plus billion they guided it four and a half. this year when the stock was 174 you can go back and look that's when they had their dog and pony show. Lisa was on stage brought forth their customers and they say how great AMD is and they look forward to working with them and that's when they debuted their new GPU. their new GPU is larger not smaller that kind of bucks the trend doesn't? the new GPU is 30% faster that's hardly a game changer.. compare that to what Nvidia is selling versus Blackwell. Blackwell is 90% more energy efficient.
but do your own homework decide what you want it's your money you earned it. maybe AMD gets in the quantum computing I don't know they get to use that buzzword maybe that'll help with a few dollars in the price of their stock maybe they'll decide to divest and start building SMR reactors that might help them out too

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韭菜变主力 OP 10baggerbamm : It’s also why I say it’s primed for a rebound. You still need to consider if you want to reduce when it does rebound.

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