We came across a bullish thesis on Monolithic Power Systems, Inc. (MPWR) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on MPWR.
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February 14 - News, Stock Analysis
Artificial intelligence that is smarter than humans could be more dangerous than helpful. That’s the sentiment echoed by some of the world’s most prominent AI scientists.
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February 7 - Hedge Funds, Industries, News, Tech
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q4 2024 Earnings Call Transcript February 6, 2025Monolithic Power Systems, Inc. beats earnings expectations.
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February 7 - News, Transcripts
The semiconductor industry has been delivering record-breaking numbers in the past two years.
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February 6 - News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Despite DeepSeek and Qwen 2.5 disrupting the global tech sector, investors welcomed the impressive Q4 AI revenues from leading US tech firms like International Business Machines...
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January 31 - Hedge Funds, Industries, News, Tech
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can...
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January 29 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Monolithic Power Systems, Inc. (MPWR) on Long-Term Pick’s Substack by Dan.
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January 23 - News, Stock Analysis
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
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January 21 - Hedge Funds, Industries, News
Energy and EV stocks continue to be in focus as Donald Trump signs a bunch of executive orders that will have far-reaching impacts on many industries.
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January 21 - News, Stock Analysis
Chris Rokos is a highly regarded British hedge fund manager and the founder of Rokos Capital Management, one of the most successful global macro hedge funds in the world.
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January 21 - Hedge Funds, News
Kevin Mahn, President & CIO at Hennion & Walsh Asset Management, recently appeared on CNBC on January 6 to discuss the current market momentum and emphasize the need for investors...
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January 18 - Hedge Funds, News, Tech
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
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January 17 - Hedge Fund Investor Letters, News
As reported by Reuters, Wall Street’s major indexes started the final trading session of 2024 on a high note, continuing the two-year-long bull market.
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December 31 - Hedge Funds, Industries, News, Tech
Jurrien Timmer, Director of Global Macro at Fidelity Management & Research Company, recently shared his outlook for the stock market in 2025.
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December 24 - Hedge Funds, News
Former OpenAI chief scientist Ilya Sutskever recently claimed that a major change is on the horizon of artificial intelligence.
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December 15 - Hedge Funds, Industries, News, Tech
Technology giants in the United States have pledged tens of billions towards building AI data centers in the next few years.
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November 22 - Hedge Funds, News
AI startups have raised hundreds of millions through funding rounds this year and fetched valuations in the billions.
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November 20 - Hedge Funds, News
With Donald Trump having won the elections, it seems Elon Musk is going to be a powerful force in the administration. After all, X CEO has played an outsized role in his comeback...
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November 19 - Hedge Funds, Industries, News, Tech
U.S. President Joe Biden met with China's President Xi Jinping at the APEC Summit in Lima, Peru, on November 16.
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November 18 - Hedge Funds, Industries, News, Tech
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q3 2024 Earnings Call Transcript October 30, 2024Monolithic Power Systems, Inc. beats earnings expectations.
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October 31 - News, Transcripts
As the fourth quarter of 2024 settles in, the narrative surrounding stocks on Wall Street is starting to shift.
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October 12 - News
While consumer technology stocks had soared in the aftermath of the coronavirus pandemic, back then, their share price gains were due to.
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October 12 - News
Recent analysis indicates that an anticipated tech rally may be delayed until year-end, despite the S&P 500 achieving a remarkable 20% increase year-to-date.
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October 10 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
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September 27 - Hedge Fund Investor Letters, News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
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September 12 - Hedge Fund Investor Letters, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” second quarter 2024 investor letter.
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August 20 - Hedge Fund Investor Letters, News
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q2 2024 Earnings Call Transcript August 1, 2024Monolithic Power Systems, Inc. beats earnings expectations.
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August 4 - News, Transcripts
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
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July 30 - Hedge Fund Investor Letters, News
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.
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May 29 - Hedge Fund Investor Letters, News
The semiconductor industry is undoubtedly one of the hottest in the world right now - and for a good reason.
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May 28 - Business, News, Tech
Monolithic Power Systems, Inc. beats earnings expectations. Reported EPS is $2.81, expectations were $2.66.
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May 2 - News, Transcripts
In this article, we will be looking at the 20 biggest semiconductor companies in the US.
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March 27 - Business, Industries, Lists, News
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” fourth quarter 2023 investor letter.
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March 18 - Hedge Fund Investor Letters, News
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
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March 11 - Hedge Fund Investor Letters, News
In this article, we will be looking at the 25 most valuable semiconductor companies in the world.
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February 17 - Business, Industries, Lists, News
Operator: Welcome everyone to the MPS Fourth Quarter 2023 Earnings Webinar. My name is Genevieve Cunningham and I will be the moderator for this webinar.
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February 8 - News, Transcripts
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2023 investor letter.
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February 1 - Hedge Fund Investor Letters, News
In this article, we will take a look at the 12 best performing S&P 500 stocks in the last 10 years.
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November 20 - Hedge Funds, News
There are negative connotations associated with debt in the mind of an average person.
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November 16 - Hedge Funds, News
Genevieve Cunningham: Welcome everyone to the MPS Third Quarter 2023 Earnings Webinar. My name is Genevieve Cunningham, and I will be the moderator for this webinar.
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October 31 - News, Transcripts
In this piece, we will take a look at the five most undervalued large cap stocks to buy according to Wall Street.
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August 27 - News, Quantitative Investing
Genevieve Cunningham: Welcome, everyone, to the MPS Second Quarter 2023 Earnings Webinar. My name is Genevieve Cunningham, and I will be the moderator for this webinar.
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August 2 - News, Transcripts
Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.
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June 13 - Hedge Fund Investor Letters, News
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.
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May 19 - Hedge Fund Investor Letters, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2023 investor letter.
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May 17 - Hedge Fund Investor Letters, News
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2023 investor letter.
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May 15 - Hedge Fund Investor Letters, News
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” first quarter 2023 investor letter.
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May 12 - Hedge Fund Investor Letters, News
Operator: Welcome, everyone, to the MPS' First Quarter 2023 Earnings Webinar. My name is Jennifer Cunningham, and I will be the moderator for this webinar.
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May 5 - News, Transcripts
In this article, we will look at the 10 growth stocks that hedge funds are dumping.
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March 12 - Hedge Funds, News