Likes Received
Trending Creators in 2025$Monolithic Power(MPWR.US)
Recently, in order to free up capital to prepare for topping up my position in Palantir,
I sold MPWR before its earnings report last night. This was because among my recent positions, only this one had a floating profit of over ten percentage points, so I sold it first to free up some funds.
However, this stock is still worth positioning.
The earnings report data was good. It was previously a supplier of power management modules for NVIDIA's GPU racks. Later, it lost some market share in competition with Infineon $Infineon Technologies(IFNNY.US). Currently, there are signs of a strong comeback.
This stock also belongs to the upstream part of my semiconductor sector positioning.
When funds are sufficient later, I will look for opportunities to reposition.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
