Monolithic Power Systems tumbles as Blackwell allocation 'at risk,' Edgewater says

seekingalpha11-11

JHVEPhoto Monolithic Power Systems (NASDAQ:MPWR) shares plummeted 14% in premarket trading on Monday as investment firm Edgewater Research said its allocation to Nvidia's (NASDAQ:NVDA) Blackwell line ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2482780348?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1547214730/image_1547214730.jpg?io=getty-c-w750","is_english":true,"pubTime":"2024-11-11 21:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2482780348","market":"other","top_or_hot":-1,"title":"Monolithic Power Systems tumbles as Blackwell allocation 'at risk,' Edgewater says","media":"seekingalpha","content":"<div>\n<p>JHVEPhoto Monolithic Power Systems (NASDAQ:MPWR) shares plummeted 14% in premarket trading on Monday as investment firm Edgewater Research said its allocation to Nvidia's (NASDAQ:NVDA) Blackwell line ...</p>\n\n<a href=\"https://seekingalpha.com/news/4274266-monolithic-power-systems-tumbles-as-blackwell-allocation-at-risk-edgewater-says\">Source Link</a>\n\n</div>\n","source":"seekingalpha_trending_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Monolithic Power Systems tumbles as Blackwell allocation 'at risk,' Edgewater says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMonolithic Power Systems tumbles as Blackwell allocation 'at risk,' Edgewater says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 21:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4274266-monolithic-power-systems-tumbles-as-blackwell-allocation-at-risk-edgewater-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JHVEPhoto Monolithic Power Systems (NASDAQ:MPWR) shares plummeted 14% in premarket trading on Monday as investment firm Edgewater Research said its allocation to Nvidia's (NASDAQ:NVDA) Blackwell line ...</p>\n\n<a href=\"https://seekingalpha.com/news/4274266-monolithic-power-systems-tumbles-as-blackwell-allocation-at-risk-edgewater-says\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BJJMRX11.SGD","symbol_name":"Janus Henderson Balanced A Acc SGD","start_time":0,"source_url":"https://seekingalpha.com/news/4274266-monolithic-power-systems-tumbles-as-blackwell-allocation-at-risk-edgewater-says","article_id":"2482780348","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1547214730/image_1547214730.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482780348","pubTimestamp":1731331739,"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"JHVEPhoto Monolithic Power Systems  shares plummeted 14% in premarket trading on Monday as investment firm Edgewater Research said its allocation to Nvidia's  Blackwell line of GPUs is \"at risk.\" \"Performance issues with MPWR's [voltage regulator module/Power Management IC] appear likely to severely limit","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","TQQQ":"纳指三倍做多ETF","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IFNNY":"Infineon Technologies AG","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IFNNF":"Infineon Technologies AG","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","L":"洛斯公司","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","MPWR":"Monolithic Power Systems","BK4543":"AI","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","NVDA":"英伟达","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SQQQ":"纳指三倍做空ETF","2NVD.UK":"2X NVIDIA ETP","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)"},"translate_title":"埃奇沃特表示，布莱克威尔分配“面临风险”，整体电力系统崩溃","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MPWR":1,".IXIC":0.9,"NVDA":0.9,"IFNNF":0.9,"IFNNY":0.9,"L":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"JHVEPhoto Monolithic Power Systems (NASDAQ:MPWR) shares plummeted 14% in premarket trading on Monday as investment firm Edgewater Research said its allocation to Nvidia's (NASDAQ:NVDA) Blackwell line of GPUs is \"at risk.\" \"Performance issues with MPWR's [voltage regulator module/Power Management IC] appear likely to severely limit","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2482780348"}