In my last article , I discussed the AMD ( AMD ) case and why I believed the stock was cheap enough due to an overly pessimistic overview. This time, I’m offering a similar perspective on MonolithicI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio m ...