Monolithic Power Systems (MPWR) vs. TXN and ADI: Are Investors Paying Too Much for AI Power Growth?

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on MPWR. Monolithic Power Systems, Inc.’s share was trading at $ 1,328.80 as of July 20th. MPWR’s trailing and forward P/E were 93.92 and 54.05 respectively according to Yahoo Finance.

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Monolithic Power Systems, Inc. provides semiconductor-based power...