Ticker brief
MPWR MONOLITHIC POWER SYSTEMS INC
Technology · Semiconductors
last close
$1,256
1 day
-4.2%
14 days
-10.4%
mkt cap
$63.3B
signals 14d
8
authors 14d
7
crowd 14d
-0.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 52% mid · 41 pctile own 1y | IV/HV 0.70× |
| Skew — 25Δ RR 30d | -0.003 88 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | -0.07 thin | 5-session Δ +0.12 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2024-12-05 (z=5.0) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-23 · now +0.75 (−1 bearish … +1 bullish)
Who spoke7
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @joedab12 | A | -1.87 | 2 | -0.02 |
| @dagoonglove | B | -0.33 | 1 | +0.60 |
| @EmmanuelInvest | C | -1.11 | 1 | +0.45 |
| @MikeSchiemer | C | -0.35 | 1 | +0.00 |
| @WillBiddy_ | B | +1.91 | 1 | +0.25 |
| @porquettfin | C | -0.63 | 1 | -0.35 |
| @HunterAllen4 | C | -1.66 | 1 | +0.75 |
Recent signals8of 8 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-23 | @HunterAllen4 | +0.75 | Detailed long-term AI power-delivery thesis led by MPWR, supported by earnings, guidance, and technical levels. | -4.6% | tweet ↗ |
| 2026-08-22 | @porquettfin | -0.35 | Reports a broad semiconductor selloff and lists the six largest weekly decliners. | -4.6% | tweet ↗ |
| 2026-08-21 | @WillBiddy_ | +0.25 | Shares Gemini's suggestions to improve a portfolio and notes long-term interest in SNPS. | -4.6% | tweet ↗ |
| 2026-08-18 | @joedab12 | -0.20 | Argues Vicor will win most of the last-inch AI VPD market while MPWR will not dominate density. | -5.8% | tweet ↗ |
| 2026-08-18 | @MikeSchiemer | +0.00 | Discloses the initial holdings of a cooling and data-center themed ETF. | -5.8% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.15 | Discloses Vicor shares and a detailed $800-by-2029 thesis based on fab ramps and revenue goals. | -11.3% | tweet ↗ |
| 2026-08-17 | @EmmanuelInvest | +0.45 | Compares 15-year returns to argue founder leadership can enable exceptional compounding. | -11.3% | tweet ↗ |
| 2026-08-16 | @dagoonglove | +0.60 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -10.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.