MPWR — candidate.add
Update
MPWR — candidate.add
Reason: Surfaced in 2026-04-26 ai-infra candidates as a power-management play; meets Crusoe gen-side bull thesis
Related
8 events DateTypeEvent
May 3 ArticleAI Power — Week in Review (Apr 27 – May 3, 2026) May 26 InvestigationCPU Shortage Thesis — First-Principles Derivation May 28 CatalystNVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28) Apr 24 SourceGrid Transformer Shortage Supply Chain Context Apr 29 SourceSingle-crystal nickel-superalloy turbine blades — upstream chokepoint above GEV (gas-turbine assembler) Apr 30 SourceRecycler-condensed version of Gaurab turbine-blade thread with HWM/ATI/GEV tickers slapped on May 1 Deep DiveMPWR - Monolithic Power Systems Deep Dive May 1 ArticlePicks-and-Shovels: Power Semis & AI Data-Center Power Delivery No direct external sources are attached to this read.