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Blackwell supplier MPWR plummets! Analyst backs it: No technical issues.
Previously, Edgewater Research pointed out issues with the products of Core Source Systems, which could lead to losing the opportunity to supply parts to nvidia's Blackwell graphics cards, resulting in a significant stock price drop of nearly 25%. However, analyst Mosesmann from Rosenblatt believes there are no issues with the products, and if there were, nvidia would notify the company. Although Core Source Systems may have a reduced share in Blackwell chips, it will still be a major supplier, likely maintaining a large market share, leading to a narrowing of the decline in stock price.
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