Nov. 21 at 12:25 AM
$MPWR has incredible fundamentals for a semiconductor company, with no debt and a very well respected management team
It's long been the epitome of a well-run semi company
Now it is the primary provider of power chips, of which it is the most sophisticated designer, used in
$NVDA GPUs
Historically this has been the most richly valued fabless semiconductor company, far more expensive than
$NVDA $AVGO or other major players
It is currently by far the cheapest it's been (at least since the pandemic) even if it is still a bit pricey relative to the semi industry generally
A bit less cyclical of a business, it is diversified into other fast growing markets too
$MPWR is one of three fabless semi companies I own - the other two being
$NVDA and
$AVGO. I considered it a great high growth compounder.
