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Replying to @angrybear168
Rather just own ADI, MPWR, TXN
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Top 10 U.S. large cap semiconductor companies by employee growth: 72% $ALAB Astera Labs 24% $CRDO Credo 18% $MTSI MACOM 17% $NVDA NVIDIA 17% $NVMI Nova 15% $ARM Arm 12% $MPWR MPS 12% $SITM SiTime 11% $RMBS Rambus 11% $ASX ASE 11% $AMD AMD 10% $MU Micron
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$AMD$ALAB$ASML$CLS$CRDO$INOD$LITE$LRCX$MPWR$MTSI$MU$SITM$SKYT$TER$TSM Free float in JLHL will soon be owned by those who hold, we know what that means, an RGC. 🚀🤑
$RGC $3-$3,780 = forward split $0.08-$99.47 = 1243x value‼️ $JLHL ATL $2.70 - $⁉️ Comparison of "The Setup": $RGC: Slumped up on low volume until the news of the 38:1 forward split came – then volume exploded and the price went vertical (parabolic). $JLHL: Doing exactly the same thing now. It "gates" up while testing resistance levels without facing any selling pressure. Comparison 🟩 Feature Regencell Bioscience ( $RGC) ↔️ Julong Holding ( $JLHL) Major Shareholder / Insider Owned 🟩 ~86% (Yat-Gai Au) ↔️ ~93.25% (Jiaqi Hu) Insider Stock Status 🟩 Locked (Lock-up) ↔️ Locked (Lock-up) Outstanding Shares (OS) 🟩 ~13.01 Million ↔️ ~21.45 Million Free Float (Tradeable Shares) 🟩 ~790,000 ↔️ ~1.28 Million Effective Float % 🟩 approx. 6% ↔️ approx. 6% Trading Pattern 🟩 Low Volume / Upward "Grind" ↔️ Low Volume / Upward "Grind" Catalyst 🟩 38:1 Forward Split (June 2025) ↔️ None announced yet
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no warnings. whatsoever. nowhere to be found ppl will lose 70-90% of their money in stuff like $SPCX $TSLA $NVDA $NOW $MPWR $LITE $CIEN $NET $CRWD $SNOW #guaranteed applause and celebration is the only thing wsj can say. i can guarantee you. AFTER 66% crash it will be full.
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I rely mostly on float-mechanics monsters like FIX, MPWR, etc., and small position sizes, 1-4 shares, for now.
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One company I never see anyone talking about is $MPWR They have been compounding revenues at a 25% CAGR the last 10 years straight $MPWR makes power management chips for electronics, data centers, cars, etc. and they are really good at it The only downside is that the stock rarely trades below fair value I think it is a must have on everyones watchlist
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🚨 IBD 50 STOCKS TO WATCH NEXT WEEK AI & SEMICONDUCTORS $AMD$ALAB$ASML$CLS$CRDO$INOD$LITE$LRCX$MPWR$MTSI$MU$SITM$SKYT$TER$TSM BIOTECH & HEALTHCARE $AXSM$EXEL$GH$KNSA$KRYS$LQDA$OSCR$TGTX$TVTX FINANCIALS $GS$IBKR$MS$RSI$SEZL$SNEX$VIRT INDUSTRIALS & INFRASTRUCTURE $CECO$CRS$DY$FIX ENERGY & RESOURCES $BE$HUT$VIST CONSUMER & SPECIALTY $AMG$COCO$INDV$WT EMERGING TECHNOLOGY $IONQ 📈 The strongest stocks tend to cluster in leading sectors. Watch for earnings strength, institutional accumulation, relative strength, and high-volume breakouts as the new trading week unfolds. Save this watchlist and stay prepared.
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Cryptosolkinng retweeted
Best stocks to buy on this dip: $NVDA $TSM $AVGO $MU $AMD $INTC $ARM $TXN $QCOM $ADI $MRVL $ASX $NXPI $MPWR $STM $ALAB $UMC $CBRS $MCHP $ON $GFS $CRDO $TSEM $MTSI $LSCC $SITM $RMBS $SMTC $SWKS $ALGM $QRVO Semis are red across the board. This is where I’d start sorting for the cleanest dip buys. This is the semiconductor watchlist I’d sort through first while the whole sector is red. Strongest earnings, cleanest levels and best AI exposure.
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🔴 $MPWR — Significant premium to fair value ━━━ VALUATION ━━━ Current price: $1577.32 Fair value est: $1107.18 Difference: -29.8% vs current price Model view: MPWR is pricing in optimistic assumptions that our model does not fully support Scenario range: $396.39 (bear) → $601.27 (bull) ━━━ MODEL INPUTS ━━━ WACC: 13.0% Revenue CAGR: 19.1% (model) · 22.2%/yr analyst est (15) Terminal growth: 2.5% ━━━ BUSINESS QUALITY ━━━ Gross margin: 55.2% Net margin: 23.0% FCF margin: 28.1% ROIC: 26.0% ( 13.1% vs WACC) Revenue: $3.0B ━━━ ANALYST CONSENSUS ━━━ Wall St: none Price target: $1797.14 Forward P/E: 52.3× EPS beats: 4/4 last quarters 1Y return: 130.0% vs SPY 24.8% Rating: B Accumulate · Technology Model view: $MPWR is pricing in optimistic assumptions that our model does not fully support. Full interactive model → insic.app/stock/MPWR #DCF #Valuation #MPWR #Investing
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🚀 NVIDIA’S KEY SUPPLY CHAIN PARTNERS Here’s a clean & organized look at the major companies powering NVIDIA’s ecosystem: 💡 IP (Innovation) $ARM 🏭 Fabrication (Foundry) $TSM $INTC 💾 Memory $MU $SNDK $WDC 📦 Packaging & Assembly $ASX $AMKR $CAMT ⚙️ Equipment & Tools $KLAC $LRCX $ASML $KEYS 🌐 Networking & Connectivity $COHR $GLW $FN $LITE $APH 🖥️ Server OEMs $DELL $SMCI $JBL 🔌 Power Systems & Infrastructure $FLEX $ETN $VRT 🔋 Power Electronics $STM $ADI $MPWR $NVTS $ON NVIDIA doesn’t build everything itself — it’s a massive ecosystem play. Which supplier group do you think is most critical for NVIDIA’s growth? 👀 #NVIDIA #NVDA #SupplyChain #Semiconductors #TechStocks
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$MPWR Super tight, looks ready.
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We are closer to a peace deal than ever before. With finalisation likely expected in the next 24 hours, Pakistan is preparing for the electronic signing of the peace deal immediately after, followed by technical level talks next week. We would like to thank United States of America and Islamic Republic of Iran for their ongoing commitment during the negotiations, and we extend our sincere appreciation to our brothers in the region for their support. We are confident that this historic peace deal will form a strong foundation for lasting peace. @realDonaldTrump @JDVance @SecRubio @SteveWitkoff @SEPeaceMissions @drpezeshkian @araghchi
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try and find the clear warnings about the current climate. the current speculation. the currrent ultra bubble. the current mega madness you find ANY ? $TSLA $NVDA $NOW $PLTR $MSFT $AMZN $LITE $CIEN $MSTR $ASTS $ALAB $APP $MPWR $NET $SNOW $CRWD $SPCX
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📈 10Year Returns of FounderLed Stocks $NVDA Nvidia — 23,344% $SHOP Shopify — 5,081% $TSLA Tesla — 2,845% $AXON Axon — 2,669% $MPWR Monolithic Power — 1,715% Quick Takeaways • Founderled companies have delivered extraordinary longterm results • Vision execution = massive shareholder value All posts are ready to copypaste. Clean, scannable, and built for strong engagement on Twitter/X. Let me know if you want any variations, added hashtags, or more charts! 🚀
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🚀 NVIDIA’S KEY SUPPLY CHAIN PARTNERS 💡 IP (Innovation) $ARM 🏭 Fabrication (Foundry) $TSM $INTC 💾 Memory $MU $SNDK $WDC 📦 Packaging & Assembly $ASX $AMKR $CAMT ⚙️ Equipment & Tools $KLAC $LRCX $ASML $KEYS 🌐 Networking & Connectivity $COHR $GLW $FN $LITE $APH 🖥️ Server OEMs $DELL $SMCI $JBL 🔌 Power Systems & Infrastructure $FLEX $ETN $VRT 🔋 Power Electronics $STM $ADI $MPWR $NVTS $ON NVIDIA doesn’t build everything itself — it’s a massive ecosystem play. Which supplier group do you think is most critical for NVIDIA’s growth? 👀 #NVIDIA #NVDA #SupplyChain #Semiconductors #TechStocks
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🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON
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