$Monolithic Power Systems (MPWR.US)$ Is the article about Edgewater fake?
We would like to wait for comments from the MPWR management team, but if there are no comments by the end of this week, we are considering selling.

$Science Applications International (SAIC.US)$ I bought on the dip yesterday! Looking forward to good earnings.

$Axon Enterprise (AXON.US)$ New entry. I would like Japan to introduce a taser gun lol.

$GE Vernova (GEV.US)$ The buying point on dips (breaking 320) is approaching, lol.

$NVIDIA (NVDA.US)$
Due to Edgewater Research, an investment company, stating that Blackwell's allocation to Nvidia (nasdaq: NVDA) GPUs is 'at risk', Monolith Power Systems' (nasdaq: MPWR) stock price plummeted by 14% in pre-market trading on Monday.
"Issues with MPWR's [Voltage Regulator Modules/Power Management ICs] performance appear likely to severely restrict or exclude MPWR's allocation at Blackwell. Renesas is taking over B200, and with Infineon receiving rush orders in the past few weeks, they will take on GB200 allocations," the company's analyst wrote in a note to clients, referring to Japan's Renesas and Germany's Infineon (OTCQX: IFNNF) (OTCQX: IFNNY).
Analysts say the root cause of the issues with monolithic power management ICs is "unknown...

$Palantir (PLTR.US)$ We are looking forward to the new product Warp Speed, following the hit product AIP. We believe the success will continue. Holders, first of all, congratulations on a good financial result!

$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ Although SOX rebounded slightly to around 5,000 and it might be good to take profits, the candlestick is still weak.

$Monolithic Power Systems (MPWR.US)$ After closing the books, the stock price fell due to excessive expectations being removed, but I determine that the financial results supported by energy-saving technologies for electrical utilities can be expected to continue growing in the future.