#$ARM -9.2%
#$MRVL -8.8%
#$QCOM -7.9%
#$INTC -7.7%
#$AMD -7.6%
#$SNDK -7.3%
#$MU -7.3%
#$MPWR -7.2%
#$WDC -6.7%
#$KLAC -6.4%
#$NXPI -6.3%
#$AVGO -6.0%
#$AMAT -5.8%
#$CDNS -5.7%
#$LCRX -5.6%
#$MCHP -5.4%
#$TXN -5.4%
First non-semi on the loserboard for today is #$SHOP -5.3%
Semis -7.5%, led by ON MPWR NVDA KLA TER INTC all off over 8%
WTI -4.5%
10y yield down 6.5 bps
HY CDS spreads to three week highs
USD up for a fifth straight day
Semis -7.5%, led by ON MPWR NVDA KLA TER INTC all off over 8%
WTI -4.5%
10y yield down 6.5 bps
HY CDS spreads to three week highs
USD up for a fifth straight day
LITE at…430x 2026 FCF
AAOI has negative 2026 FCF
MPWR at 75x 2026 FCF
I’m not exactly a value investor but uhh some of these prices seem unreasonable.
LITE at…430x 2026 FCF
AAOI has negative 2026 FCF
MPWR at 75x 2026 FCF
I’m not exactly a value investor but uhh some of these prices seem unreasonable.
上昇:MPWR +8.06% / SNDK +6.82% / LEN +6.38%
下落:GEN -6.38% / GDDY -6.23% / RCL -6.14%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
上昇:MPWR +8.06% / SNDK +6.82% / LEN +6.38%
下落:GEN -6.38% / GDDY -6.23% / RCL -6.14%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
• Quantity: 82,778 shares
• Price: $1277.68
• Total: $105.76M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 82,778 shares
• Price: $1277.68
• Total: $105.76M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
FEC database:
Commonwealth Together PAC FECID: C00933564
FEC Campaign Data: https://capitolhillaccess.com/tr/tr_ef_filer?sFECID=C00933564&sCycle=2026
Crush MAGA PAC FECID: C00879221
FEC Campaign Data:...
#OH07.
2026 Cycle FEC Data:
https://capitolhillaccess.com/tr/tr_ef_filer?&sFECID=C00960997&sCycle=2026
FEC:
https://docquery.fec.gov/cgi-bin/forms/C00960997/2015090
@RepMaxMiller www.facebook.com/eisnerforcongress...
FEC database:
Commonwealth Together PAC FECID: C00933564
FEC Campaign Data: https://capitolhillaccess.com/tr/tr_ef_filer?sFECID=C00933564&sCycle=2026
Crush MAGA PAC FECID: C00879221
FEC Campaign Data:...
www.geistcommercial.com/monolithic-p...
www.geistcommercial.com/monolithic-p...
上昇:MPWR +8.06% / SNDK +6.82% / LEN +6.38%
下落:GEN -6.38% / GDDY -6.23% / RCL -6.14%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
上昇:MPWR +8.06% / SNDK +6.82% / LEN +6.38%
下落:GEN -6.38% / GDDY -6.23% / RCL -6.14%
主要指数 → 値上がり → 値下がりの順。横にスワイプして確認できます。
LRCX, ASML, PANW, SMCI, ADI, CBRS, ALAB, MPWR, APH, TEL, TSEM, ONTO, AEHR, RMBS, LSCC, FIGR, SANM, RNG, OUST, LOGI, PLXS, CAMT, DIOD, APPS, KN, ROG, PDFS, BHE, DGII, RPD, CEVA, NTCT
LRCX, ASML, PANW, SMCI, ADI, CBRS, ALAB, MPWR, APH, TEL, TSEM, ONTO, AEHR, RMBS, LSCC, FIGR, SANM, RNG, OUST, LOGI, PLXS, CAMT, DIOD, APPS, KN, ROG, PDFS, BHE, DGII, RPD, CEVA, NTCT
@unm.edu @casaa.bsky.social
MPWRlab.com!
Enormous kudos to oje of my incredible PhD students, @reaganfitzke.bsky.social, for designing and creating the site! Happy to have a new place to share info about our active studies & other updates.
Check it out!
@mpwrlab.bsky.social @unm.edu
MPWRlab.com!
Enormous kudos to oje of my incredible PhD students, @reaganfitzke.bsky.social, for designing and creating the site! Happy to have a new place to share info about our active studies & other updates.
Check it out!
@mpwrlab.bsky.social @unm.edu
Largest stocks by dollatr volume:
MU, NVDA, AMD, INTC, AVGO, MRVL, TSM, AMAT, LRCX, ASML, QCOM, KLAC, TXN, ADI, CBRS, CRDO, ALAB, ARM, TER, MPWR, NXPI, ON, MCHP, STM, FSLR, SWKS
Largest stocks by dollatr volume:
MU, NVDA, AMD, INTC, AVGO, MRVL, TSM, AMAT, LRCX, ASML, QCOM, KLAC, TXN, ADI, CBRS, CRDO, ALAB, ARM, TER, MPWR, NXPI, ON, MCHP, STM, FSLR, SWKS
1. $MCHP Microchip Technology +27%
2. $UAL United Airlines +26%
3. $AMD Advanced Micro Devices +24%
4. $MPWR Monolithic Power +23%
5. $DAL Delta Airlines +23%
1. $MCHP Microchip Technology +27%
2. $UAL United Airlines +26%
3. $AMD Advanced Micro Devices +24%
4. $MPWR Monolithic Power +23%
5. $DAL Delta Airlines +23%
菓子、食品、持株会社、飲料、スナック食品会社
食品・飲料会社としては、ネスレ、ペプシコに続き世界第3位
MPWR Monolithic Power Systems
半導体ベースの電力・電子ソリューションを提供
電源ICやパワーモジュール、モータードライバなどを製造
MNST Monster Beverage
あのモンスターエナジードリンク、日本はアサヒ飲料が独占販売権
意外にも企業の歴史は長く90年
何となく市場は全面安、円高受け入れる雰囲気です
トランプ大統領が任期終わるまで長い旅にでます
#sp500企業リスト
菓子、食品、持株会社、飲料、スナック食品会社
食品・飲料会社としては、ネスレ、ペプシコに続き世界第3位
MPWR Monolithic Power Systems
半導体ベースの電力・電子ソリューションを提供
電源ICやパワーモジュール、モータードライバなどを製造
MNST Monster Beverage
あのモンスターエナジードリンク、日本はアサヒ飲料が独占販売権
意外にも企業の歴史は長く90年
何となく市場は全面安、円高受け入れる雰囲気です
トランプ大統領が任期終わるまで長い旅にでます
#sp500企業リスト
$ULTA $CCI $PLTR $SMCI $CE $DAL $CRWD $MU $DAY $MPWR #SP500 #MarketCompiler
$ULTA $CCI $PLTR $SMCI $CE $DAL $CRWD $MU $DAY $MPWR #SP500 #MarketCompiler
$TSLA 305-295
$LULU 315
$ULTA 365
$MPWR 640
$ANET 395
$NEM 40
Consolidation incoming before $NVDA earnings.
$TSLA 305-295
$LULU 315
$ULTA 365
$MPWR 640
$ANET 395
$NEM 40
Consolidation incoming before $NVDA earnings.