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Time Author Thesis Company / ticker Signal Since call Position Source
20:12
Sep 28
ren_stocks
DC-DC layer flagged for AI power pricing
Overweight DC-DC conversion names MPWR, VICR, IFNNY, TXN, ADI, RNECY, ON: the post flags this as the most-watched AI data center layer, where rising rack density makes each efficiency point more valuable and pricing power can emerge.
MPWR Monolithic Power Systems Long 1ST — —
12:37
Jul 15
rjccapital
"HBF test demands bullish for MPWR/POWL/VRT"
"Go long power-stack names (MPWR, POWL, VRT): HBF is breaking existing test infrastructure across power supplies, I/O pins and parallelism, a bullish read-through for the broader power stack."
MPWR Monolithic Power Systems Long 1ST — —
00:51
Jul 01
Kim Tae-seong 815 Money Talk
815 Money Talk
Power semiconductors offer high margins and value.
Power semiconductor companies like Monolithic Power Systems, Texas Instruments, Analog Devices, and Infineon are attractive. MPWR has a gross margin of 55%, significantly higher than the S&P 500 average, and is currently undergoing a healthy correction, offering a good buying opportunity.
MPWR Monolithic Power Systems Long 1ST — —
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About MPWR Investor Commentary

Across the available history and selected sources, Buzzberg tracks MPWR (Monolithic Power Systems) across 22 sources: 15 bullish vs 0 bearish calls from 21 authors. Historical directional balance: 21% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 72 total trade ideas tracked. Past 7 days, before deduplication: 3 other directions. Latest voices: ren_stocks, rjccapital, Kim Tae-seong.