$MPWR has experienced a significant selloff, dropping approximately 22% following comments from Edgewater regarding potential business losses. The firm indicated that $MPWR could lose its allocation with Nvidia ($NVDA) as competitors Renesas and Infineon Technologies ($IFX) are positioned to capture a larger market share. This development has led to increased skepticism among investors, as many are becoming more convinced of the evidence suggesting a shift in market dynamics. The selloff is not an entirely new narrative, but it reflects growing concerns about $MPWR's future prospects. Additionally, a recent note sent to buyside clients on October 25 indicated a troubling trend for $MPWR, which has fallen over 30% since then. Historical data shows that similar reports have led to notable declines in other stocks, such as $VICR, which fell 20% in 2022 and 60% in 2023 following similar analyses.