2025 High Conviction Short: Microchip Technology Inc. (MCHP)
December 2, 2024, following US Market Close: Steve Sanghi, MCHP Chairman and interim CEO, said Monday that it would close a plant in Tempe,...
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Microchip Hits Pause on CHIPS Act Funds & Faces Big Challenges: A Red Flag For Investors?
Microchip Technology reported its second-quarter fiscal year 2025 financial results amidst a challenging macroeconomic environment. The company...
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From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All?
From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All? For next six months, we like both Intel and Qualcomm more...
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Microchip Technology: Strategic Approach To Premium Drilling Locations & Critical Growth Drivers
Microchip Technology Inc.'s first quarter fiscal year 2025 earnings call outlined a series of financial metrics and strategic directions that...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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