Monolithic Power Systems Stock Discussion

• 谈笑自若的特罗伊 : You mean it's at the bottom right now, right?

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• Ultratech OP 谈笑自若的特罗伊 : depends if it decides to fall to 550 again because it could tick up and down a little first before moving upward so would want to just hold on tight a few weeks until it becomes actual uptrend. sometimes the lowest wick of the 6 is bottom. we need an 8 and a 9 to complete which could go lower its very close but in long term doesn't matter

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• Ultratech OP : if you want something cheaper besides fractionals $BLACKROCK INNOVATION AND GROWTH TST (BIGZ.US)$ largest holding is monolithic power

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• 10baggerbamm : when people say they're expensive you really need to qualify it because these chip companies as a group are growing 20 to 30% if you compare that to say the Dow stocks excluding Nvidia or the S&P 500 from evaluation standpoint they have far less growth and yet they traded a higher valuation from a multiple so that means you're paying more you're getting less if you look at Microsoft it trades it over 40 times earnings it's growth isn't anywhere is as close as many of the tech stocks that you're referring to in the semiconductor field. apple is only growing revenues at what 4% and what do they trade at a multiple. making a blanket statement that semiconductor stocks are expensive compared to what because if you look at all of these quantum computing companies they have zero revenue most anyways which means they have zero profits if you look at the nuclear stocks at rallied they have little to no revenue they have losses that means no profits. the saying semiconductor stocks are overvalued compared to what because I can go down the list of most every industrialized sector and they lag the growth of semiconductors and they lag the profits and they're sitting on a shitload more debt than the tech companies are within the semiconductor field

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• 韭菜变主力 OP 10baggerbamm : P/S > 10, forward P/E > 33 with about 20% growth next year. Earnings is high quality. It’s fairly valued or slightly undervalued, you don’t have obvious deep value. But it is cheaper compared with most other stocks. However, this stock is in a down trend, so investors typically want more value to go against the trend.

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• 韭菜变主力 OP 10baggerbamm : Another reason I say this is lke AMD today. The metrics there are close to this one, but you can see when you go against the trend, all the negativity needs to be flushed out before the trend reverses, like LULU this year.

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• 10baggerbamm 韭菜变主力 OP : Nvidia is trading 21 times next year with 70 plus percent growth and margins in the 80% range. so if you're going to try to compare the two there is no comparison. what is earnings high quality mean? they miss twice this year on their guidance. they have two divisions that are very problematic for the company that's gaming and that's pc. pc is why Bank of America downgraded today. Dell only had weakness in their entire quarter in the PC line. so it's a valid point that's made if Dell is having problems AMD certainly will have problems think Venn diagram one fits inside of the other. and if   Dell PC's not doing well you get the idea. so how is the revenue growth excellent? first quarter this year Wall Street was looking for 5 billion forward guidance in their AI business they guided four next quarter they were looking for five plus billion they guided it four and a half. this year when the stock was 174 you can go back and look that's when they had their dog and pony show.  Lisa was on stage brought forth their customers and they say how great AMD is and they look forward to working with them and that's when they debuted their new GPU. their new GPU is larger not smaller that kind of bucks the trend doesn't? the new GPU is 30% faster that's hardly a game changer.. compare that to what Nvidia is selling versus Blackwell. Blackwell is 90% more energy efficient.
  but do your own homework decide what you want it's your money you earned it. maybe AMD gets in the quantum computing I don't know they get to use that buzzword maybe that'll help with a few dollars in the price of their stock maybe they'll decide to divest and start building SMR reactors that might help them out too

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• 韭菜变主力 OP 10baggerbamm : It’s also why I say it’s primed for a rebound. You still need to consider if you want to reduce when it does rebound.

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• ghizlane akhouti : now 560 , time to load up .great discount

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• Buy n Die Together❤ :

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• Money Thrill : Like i mention before  ... the downgrades shall follow by Sell-side analysts but with the buy-side analysts who works only for institutions  follows a buy momentum.  Be aware of fakers?

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• Money Thrill : There was a press release today from ...  Micron Introduces World’s Fastest, Most Energy Efficient 60TB SSD ) etc  .... how can it be that the income shall go down? Be rational,  market manipulation so that retailers sells

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• Forever Learning OP Money Thrill : some retailers didn't study the company, after seeing the stock continuously down, will scare off and sell it

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• Money Thrill Forever Learning OP : AND this is also good to mention about the restrictions... there are EXCEPTIONS
  "However, there are exceptions to this for the time being. Multinationals can apply for a license to import production machines to China, for example for use in their own factories. Those exceptions include support and software updates for the equipment in question. South Korean chip manufacturers Samsung and SK Hynix, among others, have such a license for their planned expansions in China, which will allow them to import new machines to their Chinese factories for at least another year. TSMC will also be allowed to import American chip production machines for its planned Chinese chip factories in the coming year"
  So i am looking now which companies has a factory in China ?

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• Money Thrill : However, YOU SEE  IT ... (much bla, bla ) Lam maintains a substantial presence in Asia with a focus on Malaysia, where its largest manufacturing facility is located in Penang. This site supports its global operations with capabilities focused on wafer fabrication equipment production, part of Lam’s strategy to expand in the Asia-Pacific region while mitigating risks associated with supply chain complexities and geopolitical tensions.
  Lam Research’s strategic choice to centralize its largest manufacturing in Malaysia reflects a careful response to regional demand, supply chain efficiency, and regulatory factors. While it operates support and service centers within China to assist customers there, Lam primarily relies on its Malaysian facility for manufacturing, along with other sites in South Korea and the U.S., to meet global production needs. This structure allows the company to navigate export controls and AVOID POTENTIAL TRADE RESTRICTIONS while still serving clients in China and elsewhere​​​​​​.

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