MPW

MPWR

4 tracked calls · 4 long · 0 short · last 90d: 4L/0S

first called by Ben Bajarin 1mo ago

IN TRACKED PORTFOLIOS

MPWMPWRLONG1w ago

“The result is strong design-win momentum on the most power-hungry and expensive GPU boards, translating into rising content per rack even as overall industry growth moderates... The current stance is ”

Convequity

As AI racks shift to 800V DC, Monolithic Power Systems dominates final-stage voltage regulation on Nvidia boards, grabbing up to 70% of Rubin power share.

MPWMPWRLONG@ $1,415

$1,410-0.37%

since call Jul 21

peak +9.7%

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MPWMPWRLONG4w ago

“Monolithic Power Systems is a major force here, gaining significant share in VRM sockets and showing strength with hyperscalers for custom ASIC power delivery.”

AU🧲

Monolithic Power Systems is gaining share in AI VRM and custom ASIC power delivery sockets, making it the highest-growth US-listed AI power semiconductor play.

MPWMPWRLONG@ $1,287.73

$1,409.76+9.48%

since call Jun 28

peak +15.6%

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MPWMPWRLONG1mo ago

“Power semis is a moment, and analog is REALLY having its moment. As compute requires more power the attach for power semis is significant.”

Zephyr

AI rack density scaling pulls power semiconductor content onto the tray itself, making MPWR the dominant pick-and-shovel play on the GPU power delivery bottleneck.

MPWMPWRLONG@ $1,439.61

$1,409.76-2.07%

since call Jun 23

peak +6.1%

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MPWMPWRLONG1mo ago

“Power semis is a moment, and analog is REALLY having its moment. As compute requires more power the attach for power semis is significant.”

Ben Bajarin

AI rack density surge drives content-per-rack expansion for power semis, making MPWR a compounding beneficiary of each GPU generation

MPWMPWRLONG@ $1,432.25

$1,409.76-1.57%

since call Jun 23

peak +6.6%

Trade on Robinhood →