Allegro MicroSystems Inc.: Electric Vehicle and Hybrid Market Growth in China As A Critical Growth Lever! - Major Drivers
Allegro MicroSystems has recently reported their fiscal fourth quarter and full year 2024 results, providing insights into their financial health...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Allegro MicroSystems: Initiation of Coverage - How Its Strategic Focus is Electrifying the Future of Transportation - Major Drivers
This is our first report on sensor technology player, Allegro MicroSystems. Sales in these strategic growth areas made up 56% of total sales,...
398 Views
Sanken (6707)| Attractive for Activists and Growth Investors
Sanken is an attractive investment for activists and growth investors alike. There is an attractive 57% upside to a SOTP valuation that could be...
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Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
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