Opinions
Kevin Simpson
Monolithic Power Systems
MPWR-Q
SELL
Nov 15, 2024
$569.870
Stock price when the opinion was issued
Technology
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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.