### @power-semis — Confirmed — the rumor was third-party research; the contradiction is primary
Industry research claimed Monolithic Power lost 60-70% of its flagship AI power socket to European and Japanese rivals. Primary check: record $804M quarter (+26%), ~55% gross margins for fourth straight quarter, Enterprise Data flat in dollars (share drop was composition from five segments growing 26-46%), CEO denied socket loss and raised segment growth floor to 85%. A CEO denial is incentivized, not proof — but a rumor contradicting revenue, margins, and guidance simultaneously carries the burden of proof. In a hot sub-sector, socket-rumor churn is constant; filings are the referee.
- tier: Confirmed (✓)
- source: power-semis / A socket-loss rumor, dissected at primary
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-power-semis-src-power-semis-rumor-autopsy-ingest
- posted: 2026-07-15T09:15:26.707Z