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HAPPY MONDAY TO THE STREET.
It’s the end of one era and the beginning of the next.
Legendary investor Warren Buffett announced his retirement at age 95. Legendary investing newsletter The Street Sheet rolled out its new look on the very same day. Two equally paradigm-shifting events.
ICYMI, here’s what else happened on the Street today.
🟥 | US stocks fell today, snapping the S&P 500’s historic winning streak, as investors impatiently awaited progress on trade deals.
📈 | One Notable Gainer: Shares of UnitedHealth $UNH ( ▲ 1.8% ) rose after the mega-insurer said it has 1,000 AI use cases in production.
📉 | One Notable Decliner: Berkshire Hathaway $BRK.B ( ▼ 0.71% ) sold off following Buffett’s announcement, though he will stay on as chair.
— Brooks & Cas
Sponsored by Pacaso
Spencer Rascoff co-founded Zillow, scaling it to a $16B valuation. But everyday investors couldn’t invest until the IPO, missing early gains.
"I wish we had done a round accessible to retail investors prior to Zillow's IPO," Rascoff later said. Now he’s fixing that with Pacaso, his new company disrupting the $1.3T vacation home market. Unlike Zillow, you can invest in Pacaso as a private company.
Firms like SoftBank and Maveron are already on board – and you can join them for $2.80/share.
Disclaimer: This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com.
STOCK HEATMAPS
S&P 500 Heatmap. Credit: Finviz
All Stock Heatmap. Credit: Finviz
Global ADR snapshot. Credit: Finviz
Market Movers
NETFLIX, SKECHERS, ONSEMI
$NFLX ( ▲ 0.03% ) Trump tariff order on movies leaves film industry flummoxed (Reuters)
$SKX ( ▲ 0.18% ) Skechers to be acquired by 3G Capital in take-private deal (CNBC)
$ON ( ▲ 0.96% ) ON Semiconductor Stock Is Falling. Earnings and Guidance Were Strong. (Barron’s)
$HHH ( ▼ 0.89% ) Howard Hughes stock climbs after Bill Ackman agrees to $900M investment (SeekingAlpha)
$TSN ( ▲ 1.25% ) High Beef Costs Hurt Tyson Foods (WSJ)
OVERHEAD ON THE STREET
AP: President Trump threatened to impose a 100% tariff on all foreign-made films, claiming the US movie industry is dying.
CNBC: Trump is charging $1.5M per plate at a dinner that requires ownership of the $TRUMP $TRUMP.X ( ▲ 7.11% ) meme coin.
Bloomberg: Apple $AAPL ( ▼ 0.92% ) and General Motors $GM ( ▲ 0.36% ) are tapping the investment-grade debt market amid tariff concerns.
WSJ: OpenAI won’t convert to for-profit and will remain under the control of its nonprofit parent.
CNN: Roughly 1 in 5 federal student loan borrowers are seriously delinquent as repayments resume post-Covid pause.
Tomorrow's Trade Idea, Today
MONOLITHIC’S MARKET MOMENTUM
Party Like It’s 2024
Monolithic Power Systems $MPWR ( ▼ 0.32% ) is partying like it’s 2024.
The AI derivative play, which provides power circuits for systems found in cloud computing and beyond, started 2025 strong. Its Q1 earnings beat expectations, and its Q2 guidance was even rosier.
Analysts are taking note. Monolithic’s close ties with Nvidia $NVDA ( ▼ 0.88% ) and its role in power management solutions for AI applications are helping solidify its place as a standout in the semiconductor industry.
Shifting Focus
Monolithic is working hard to diversify beyond consumer products, exploring sectors like communications, industrial, automotive, and networking.
Oppenheimer’s $OPY ( ▲ 1.2% ) Rick Schafer, who recently gave the stock an Outperform rating, highlighted its strong product pipeline and growth potential.
The stock is up 6% YTD, outperforming the overall market. Its evolving strategy points to more resilient margins and a long-term growth outlook, and could help it avoid the volatility Nvidia’s stock is seeing right now, the analyst says.
More Upside to Come
Loop Capital and TD Cowen both gave the stock a $760 price target, around a 21% upside from today’s closing price. Both firms pointed to MPWR’s agility in capturing market share from slower competitors as a major tailwind.
TD Cowen’s Joshua Buchalter views it as one of the top organic growth stories in the semiconductor industry, praising its consistent outperformance and likelihood of shareholder-friendly actions like dividends and buybacks.
After Microsoft $MSFT ( ▼ 0.15% ) and Meta $META ( ▼ 0.52% ) seemingly revived the AI trade last week, it may be time to look for new ways to play the trend. These firms believe MPRW is a promising place to start.
Are you bullish or bearish on Monolithic Power Systems (MPRW) over the next 12 months? |
Sponsored by Pacaso
Spencer Rascoff co-founded Zillow, scaling it to a $16B valuation. But everyday investors couldn’t invest until the IPO, missing early gains.
"I wish we had done a round accessible to retail investors prior to Zillow's IPO," Rascoff later said. Now he’s fixing that with Pacaso, his new company disrupting the $1.3T vacation home market. Unlike Zillow, you can invest in Pacaso as a private company.
Firms like SoftBank and Maveron are already on board – and you can join them for $2.80/share.
Disclaimer: This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com.
ON OUR RADAR
WSJ: China’s economy is becoming increasingly opaque as Beijing halts the release of hundreds of key statistics.
Bloomberg: Rite Aid plans to file for bankruptcy for the second time in two years and will cut jobs after failing to secure additional funding.
CNBC: TeleMessage, the messaging app used by Trump’s former national security advisor, suspended operations amid reports of a hack.
Reuters: The US services sector grew in April, but businesses face concerns over rising price pressures, tariffs, and federal funding cuts.
The Verge: Meta’s new AI app is “a confirmation of AI skeptics’ biggest criticisms”.
FRIDAY’S POLL RESULTS
Are you bullish or bearish on Diamondback Energy (FANG) over the next 12 months?
▇▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐂 Bullish — “Oil prices will rise after a nasty bottom.”
🐻 Bearish — “It’s going to be like this for a while.”
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