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[@peachesdooder](/creator/twitter/peachesdooder)
"1/ This week were diving into Monolithic Power Systems (NASDAQ: $MPWR) a leader in analog semiconductors & mixed-signal ICs. Despite EV market turbulence MPWR is riding strong secular tailwinds in data centers industrial automation and power infrastructure. 👇"  
[X Link](https://x.com/peachesdooder/status/1979648160374128808) [@peachesdooder](/creator/x/peachesdooder) 2025-10-18T20:37Z XXX followers, XXX engagements


"1/ 🚀 Spotlight on Regal Rexnord $RRX: This Wisconsin-based powerhouse in motion control power and automation is navigating major industrial trendsthink Industry XXX reshoring and the data center boom"  
[X Link](https://x.com/peachesdooder/status/1974167743428690269) [@peachesdooder](/creator/x/peachesdooder) 2025-10-03T17:40Z XXX followers, XXX engagements


"6/ 🧠 Data storage (Seagate) and IT infra (Dell HPE) are critical. Watch for margin compression in AI servers vs. general compute. #CloudInfra #TechEarnings #Storage $STX $DELL $HPE"  
[X Link](https://x.com/peachesdooder/status/1978467950320361632) [@peachesdooder](/creator/x/peachesdooder) 2025-10-15T14:28Z XXX followers, XX engagements


"8/ ⚠ Cautious optimism for Q3 earnings. Volatility expected post-earnings as 2026 outlook takes shape. Inflation and labor market cracks are emerging. #Macroeconomics #Inflation #LaborMarket"  
[X Link](https://x.com/peachesdooder/status/1978467957878452651) [@peachesdooder](/creator/x/peachesdooder) 2025-10-15T14:28Z XXX followers, XX engagements


"9/ 📈 Utilities & consumer staples held up during the market dip. Vistra & Constellation Energy lead XLU; PepsiCo leads XLP with a major rebrand. #Utilities #ConsumerStaples #ETFs #Energy"  
[X Link](https://x.com/peachesdooder/status/1978467959900115430) [@peachesdooder](/creator/x/peachesdooder) 2025-10-15T14:28Z XXX followers, XX engagements


"5/ 🚗 Automotive Sector: A Mixed Bag EV tax credits sunset in Sept 2025 and EU relaxed its 2035 CO2 targets. OEMs are scaling back and content-per-vehicle growth may slow. But Chinas EV market remains resilient with a projected 1727% CAGR through 2030"  
[X Link](https://x.com/peachesdooder/status/1979648172877287610) [@peachesdooder](/creator/x/peachesdooder) 2025-10-18T20:37Z XXX followers, XX engagements


"6/ 🌍 China Exposure MPWR derives XX% of revenue from China and has XX% of its fixed capital deployed there. Trade tensions could impact margins especially if demand was pulled forward due to tariff uncertainty"  
[X Link](https://x.com/peachesdooder/status/1979648175456886786) [@peachesdooder](/creator/x/peachesdooder) 2025-10-18T20:37Z XXX followers, XX engagements