Jim Cramer - Mad Money Monolithic Power Systems MPWR-Q COMMENT Aug 08, 2024

They make semis that maximize energy efficiency. They raised their dividend by 25%. They have a potential to be a major AI winner. Though the stock as run up, it should be on your radar.

He just sold it. He had bought it as a China and an AI play. Q3 earnings were decent with sales up 22%, but the market sold this off anyway. Then, research came out to say that their circuits did not integrate well with the new Blackwell GPUs. Shares tanked. He did a stop loss. He lost 30% on this momentum name. Move on.