Chip Stock InvestorPublished 2026-08-28
“Wolfspeed Stock Jumped 8% — Time to Buy?”
$MPWRBullish
MPWR is a strong pure-play fabless power semi with high growth and good margins; preferred for serious investment allocation.
Of course, if we're looking at more pure plays in power, semiconductors, fabless, Monolithic Power is really fantastic. You get really, really high revenue growth and above average profit margins.
If we're looking to allocate serious amounts of money beyond just a speculative bet, that's where we're personally starting.