Monolithic Power Systems: Strong Q2, AI Ramp Signals New Growth Cycle

Monolithic Power Systems (NASDAQ: MPWR ) is one of my favorite semiconductor companies because of two main factors: its ability to invest in markets where its technology really makes a difference, allowing for better returns on investment, andI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Secu ...