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Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.

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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:

(00:00) Monolithic Power Systems

(01:30) Industry Transition and Market Trends

(03:24) Revenue Trends and Market Performance

(04:52) Nvidia's New Data Center Architecture

(07:29) Navitas: A Cautious Optimism

(09:30) Final Thoughts

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Nick and Kasey own shares of Monolithic Power Systems and Nvidia.

Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock

Chip Stock Investor Podcast