MPWR Monolithic Power Systems, Inc.

MPWR Monolithic Power Systems, Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry $1,505-$1,580 — not entered
Basis Logged decision ·Entry target
Perspectives AI Power Delivery
Updated

Market read

POC $1,329 · VWAP $1,250 · -8.8% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d $40.3M sold last open-market sell Hsing Michael

Cluster CFO, EVP + 1 other sold $252.5K, Aug 5–13

Coverage

6 related campaigns

Watchlists @ai-bottlenecks@ai-power@electricity@thebuildout-data-center-power-semiconductors@thebuildout-power-supplies-psu-power-shelves

MPWR Price Structure

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Peers

Every watchlist MPWR belongs to, members best 30-day change first — MPWR highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-power-supplies-psu-power-shelves
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MPWR-15.9% -2.4%1d -5.8%7d ETN-16.6% -0.8%1d -6.4%7d VRT-21.9% -0.7%1d -5.9%7d AEIS-22.5% 0.0%1d -9.0%7d FLEX-31.8% -0.2%1d -15.4%7d VICR-37.8% -2.2%1d -8.1%7d
@thebuildout-data-center-power-semiconductors
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TXN+4.4% +1.9%1d +3.0%7d ADI+1.5% +1.4%1d -1.1%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d LFUS-16.8% +0.3%1d -7.8%7d RMBSE-17.2% -0.1%1d -1.8%7d IFNNY-18.7% -2.2%1d -7.0%7d TSEM-27.3% -0.1%1d -14.3%7d COHR-30.4% +0.7%1d -10.1%7d VICR-37.8% -2.2%1d -8.1%7d
@ai-power
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KRC+9.5% +3.6%1d +7.0%7d EQT+8.9% +1.8%1d +2.5%7d CLF+8.0% +6.5%1d +14.7%7d BIPC+5.2% -0.8%1d -1.1%7d BIP+5.2% -0.7%1d -1.1%7d BEPC-0.7% -1.2%1d +1.2%7d CMI-1.4% -0.4%1d -2.6%7d BEP-1.9% -1.3%1d +0.5%7d PSIX-2.7% -3.3%1d -1.0%7d HUBB-3.4% +0.5%1d -2.8%7d ITRI-4.0% -0.6%1d +5.5%7d POWI-8.0% -0.3%1d +5.6%7d VECO-8.4% +2.2%1d -1.6%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d ATI-14.8% -3.1%1d -15.5%7d CAT-15.4% -2.4%1d -6.0%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d ETN-16.6% -0.8%1d -6.4%7d KGS-16.9% +0.5%1d -6.1%7d FTAI-17.0% -2.0%1d -6.1%7d VSH-18.1% -1.2%1d -3.6%7d IFNNY-18.7% -2.2%1d -7.0%7d HWM-18.7% -3.8%1d -15.9%7d AOSL-20.9% -1.8%1d +0.7%7d POWL-21.6% +0.2%1d -8.6%7d NVT-23.0% -1.8%1d -11.7%7d PUMP-25.6% +1.0%1d -5.7%7d FLNC-26.3% -1.9%1d -3.6%7d CORZ-27.6% -0.8%1d -2.8%7d CRS-27.9% -2.6%1d -24.5%7d NVTS-29.2% -1.3%1d +0.5%7d BE-29.8% -11.2%1d -12.7%7d WULF-30.8% 0.0%1d -3.1%7d LEU-32.3% -1.6%1d -10.9%7d APLD-33.0% -4.4%1d +1.1%7d BW-37.5% -1.7%1d -10.2%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d FPS-39.3% -2.8%1d -23.6%7d HUT-40.2% -4.3%1d -9.6%7d WGMI-41.7% -2.6%1d -7.2%7d HIVE-42.7% -1.0%1d -4.9%7d GLXY-43.1% -4.0%1d -9.1%7d BTDR-43.5% -4.4%1d -9.8%7d CLSK-45.5% -3.3%1d -6.2%7d KEEL-45.9% -3.1%1d -6.1%7d DGXX-46.7% -2.6%1d -14.1%7d IREN-47.1% -2.4%1d -7.7%7d WYFI-47.6% -5.4%1d -15.1%7d RIOT-49.3% -2.8%1d -8.7%7d CEPL-51.8% -2.2%1d -11.7%7d CIFR-56.7% -4.6%1d -11.6%7d
@electricity
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CVX+13.5% +2.9%1d +3.6%7d CNP+10.5% -0.3%1d +1.3%7d XEL+10.5% -1.1%1d +2.3%7d AEP+9.5% -0.7%1d +2.0%7d DUK+9.5% -0.3%1d +2.9%7d EXC+9.2% -0.9%1d +2.1%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d DTE+7.3% -0.9%1d +1.7%7d EIX+7.2% -0.9%1d +2.5%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d SRE+6.4% -0.8%1d +0.8%7d TXN+4.4% +1.9%1d +3.0%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AES+1.3% +0.2%1d +0.3%7d WMB+0.8% +1.5%1d +0.6%7d ENB+0.6% +0.3%1d +0.1%7d CMI-1.4% -0.4%1d -2.6%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d BKR-3.7% +4.2%1d +0.3%7d CEG-4.0% -0.7%1d -6.6%7d ENLT-5.7% -1.4%1d -1.9%7d GNRC-6.3% -0.6%1d -3.0%7d GRID-9.4% -0.3%1d -4.2%7d BWXT-10.3% -0.1%1d -7.2%7d PRIM-12.3% -2.9%1d -11.2%7d CCJ-13.4% -0.4%1d -3.6%7d MYRG-13.8% -0.2%1d -9.2%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d GEV-14.4% -1.5%1d -11.5%7d CAT-15.4% -2.4%1d -6.0%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d ETN-16.6% -0.8%1d -6.4%7d LFUS-16.8% +0.3%1d -7.8%7d IFNNY-18.7% -2.2%1d -7.0%7d MTZ-21.4% -0.3%1d -10.4%7d POWL-21.6% +0.2%1d -8.6%7d VRT-21.9% -0.7%1d -5.9%7d AEIS-22.5% 0.0%1d -9.0%7d NVT-23.0% -1.8%1d -11.7%7d INIO-23.9% +0.7%1d -6.3%7d TSEM-27.3% -0.1%1d -14.3%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d FLEX-31.8% -0.2%1d -15.4%7d VICR-37.8% -2.2%1d -8.1%7d FPS-39.3% -2.8%1d -23.6%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d

Next earnings MPWR reports in 6 days Oct 29

Last report Jul 30

Reported the quarter ending 2026-06-30: revenue $981M, diluted EPS $5.22, net income $257M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved +14.2% (close before → first close after).

full note →

Against street estimates

How MPWR's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Oct 23

Result
Jul 30 5.886.50+10.5%Beat
Apr 30 4.905.10 GAAP ≠ +4.0%Beat
Feb 5 4.744.79+1.1%In line
Oct 30 '25 4.644.73+2.0%Beat
Jul 31 '25 4.124.21 GAAP ≠ +2.3%Beat
May 1 '25 4.004.04 GAAP ≠ +0.9%In line
Feb 6 '25 3.984.09+2.9%Beat
Oct 30 '24 3.974.06 GAAP ≠ +2.3%Beat

Recent news

Headlines about MPWR from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

MPWR research tape

45 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-09 scan Monster Scan — 2026-10-07 scan Monster Scan — 2026-10-06 scan Monster Scan — 2026-10-05
Types
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 28 Deep Dive Monolithic Power's AI Power Demand Faces a Valuation Test
MPWR
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 6 Article MPS: power conversion reaches customers
MPWR#ai-power-delivery#optical-supercycle#cpu-shortage-supply-chain
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 The Prints The Prints
AAPLAMZNRDDTCOINMAKLACMPWRRBLX
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 30 Catalyst MPWR earnings
MPWR
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jun 30 Catalyst MPWR dividend
MPWR
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKRE +4 more
May 29 Target MPWR levels — buy zone $1,505-$1,580 · stop $1,267
MPWR
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Deep Dive MPWR - Monolithic Power Systems Deep Dive
MPWRAOSLVICRNVTS#ai-power-delivery
Apr 26 Update MPWR — candidate.add
MPWR#ai-power-bottleneck
Mar 31 Catalyst MPWR dividend
MPWR
Dec 31 '25 Catalyst MPWR dividend
MPWR
Sep 30 '25 Catalyst MPWR dividend
MPWR
Jun 30 '25 Catalyst MPWR dividend
MPWR
Mar 31 '25 Catalyst MPWR dividend
MPWR
Dec 31 '24 Catalyst MPWR dividend
MPWR
Sep 30 '24 Catalyst MPWR dividend
MPWR
Jun 28 '24 Catalyst MPWR dividend
MPWR
Mar 27 '24 Catalyst MPWR dividend
MPWR
Dec 28 '23 Catalyst MPWR dividend
MPWR