MCHP Microchip Technology, Inc.

$MCHP $Lumentum Hldgs Inc Do not be fooled; no one will slow down AI development. Neither USA nor China. Very bullish until 2030. It is a strategic race. Confirmed orders until 2030 will triple Semiconductor chips from the current level. I am working in SF bay area and I know what I am talking about. $100B easy

$MCHP | Snapshot 📊⚡ • Business: Microchip Technology Incorporated is a leading semiconductor supplier specializing in embedded control, microcontrollers, and specialized analog solutions. • Dark Pool Breakdown: Significant institutional buying accumulated at support, totaling over $31.9M in premium, highlighted by an $18.1M signature print at $77.97. • Overall Bias: BULLISH• Rationale: $MCHP is defending macro trendline support and high-volume shelf demand around $77.00–$78.00. Multi-million dollar dark pool block prints indicate institutional backing at support for a multi-month trend continuation toward $90.00+. 🎯 Key Levels: 🐂 Bull Trigger: $82.00 / $88.00 🚀 Targets: $90.00 / $98.00 / $104.25 🛡 Support: $78.00 / $77.00 ⚠️ Risk: $71.27 / $60.00 #MCHP #stocks #finance #hovdid

$MCHP I mentioned times before, i like this company business and operation potential. Friday had a good price action. I might look for potential entry next week, if market cooperate.

$MCHP Microchip jumped 4.4% Friday to $77.97 after launching its PAC1761 and PAC1861 families of 65V digital power monitors. One level down: these are built for 48V power architectures, the direction AI data center racks keep moving as power draw per rack climbs. The monitors track accumulated energy use and provide transient headroom against voltage spikes. That is the higher-margin side of the portfolio. Microchip expects data-center revenue up ~69% to about $1B in 2026 (per Zacks). The counterweight is the multiple: ~37x price to free cash flow, a premium to onsemi at ~19x and right at the sector. The industrial recovery is priced for a smooth one.