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MP

Vice President and Equity Research Analyst at JPMorgan Chase & Co.

Bengaluru, KA, IN

MP is a Vice President and Equity Research Analyst at JPMorgan Chase & Co., specializing in coverage of the technology sector, with a focus on major firms such as Apple, Microsoft, and Salesforce. With a strong track record acknowledged by platforms like TipRanks, MP has maintained a success rate exceeding 65% on stock recommendations and generated average annualized returns above 12% for clients. MP started their career in equity research at Morgan Stanley in 2013 before joining JPMorgan Chase & Co. in 2018, where they have received industry recognition for notable achievements in performance and accuracy of market forecasts. MP holds FINRA Series 7 and Series 63 licenses, demonstrating their professional credentials in securities analysis.

MP's questions to Super Micro Computer (SMCI) leadership

Question · Q1 2026

MP, on behalf of Samik Chatterjee from JPMorgan, asked about the primary driver for Super Micro's increased revenue guidance, specifically whether it's chipset availability or market share expansion. MP also inquired about the timeline for Data Center Building Block Solutions (DCBBS) to materially impact gross margins, initial customer feedback, and competitive landscape.

Answer

Charles Liang, Founder, President, and CEO, explained that NVIDIA Blackwell Ultra availability and increased allocation are key drivers for the huge volume ramp-up, contributing to the $10.5 billion quarterly estimate. He also highlighted DCBBS as a strategy to move more value to the market. Regarding DCBBS, Mr. Liang noted strong customer reception, with large accounts already ordering components, and expects it to speed up data center deployment, save costs, and offer 20%+ profit margins, anticipating a rapid ramp-up.

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MP's questions to Sensata Technologies Holding (ST) leadership

Question · Q3 2025

MP from JPMorgan Chase & Co. asked for clarification on Sensata's "return to growth" pillar, specifically identifying which end markets are strategically more important or expected to drive growth.

Answer

Stephan von Schuckmann, Sensata Technologies' Chief Executive Officer, highlighted strong market outgrowth in the HVRR sector (driven by construction and agriculture), aerospace (due to strong order books), and industrials (especially with gas leak detection products) as key growth drivers. He noted automotive as rather soft but with slight outgrowth.

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