### @power-semis — Confirmed — the rumor was third-party research; the contradiction is primary
Industry research circulated a claim that Monolithic Power had lost 60-70% of its flagship AI‑platform power socket to European and Japanese rivals—a thesis‑weakening story that traveled widely. At primary the company posted record $804 M revenue (up 26%), gross margins at ~55% for a quarter, its Enterprise Data segment stayed flat in dollars
- tier: Confirmed (✓)
- source: power-semis / A socket-loss rumor, dissected at primary
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-power-semis-src-power-semis-rumor-autopsy-conversation
- posted: 2026-08-02T15:31:47.952Z