Who mentions $ALGM most on Surfaced?

@leveraged_cat (Leveraged Cat) mentions $ALGM most — 4 mentions in the past 12 months.

When was $ALGM first mentioned on Surfaced?

The earliest tracked mention of $ALGM in the Surfaced archive was on Feb 6, 2026.

How many voices track $ALGM?

5 FinTwit voices have mentioned $ALGM 8 times in the past 12 months.

What kind of voices mention $ALGM most?

$ALGM is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

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$ALGM

Allegro Microsystems Inc

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$ALGM

Allegro Microsystems Inc

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All voices5 calls since Feb 2026show all

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About this stock

$ALGM has generated 3 mentions from 3 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2026-02-25 and the most recent on 2026-06-01. The voices discussing the stock are @ftr_investors (The Future Investors), @jasonl_capital (Jason Luongo), and @thevalueist (TheValueist), each contributing one mention. The dominant discussion category centers on long research, with voices analyzing Allegro Microsystems' positioning in magnetic sensing, power semiconductors, and emerging end markets.

AI-generated from tracked posts · updated Jun 3, 2026

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@thevalueistJun 1, 2026 · 1:34 AM

$ALGM Allegro MicroSystems: Strategic Growth and Investment Analysis. Investment Thesis. Allegro MicroSystems has built a defensible position in magnetic sensing and power semiconductors — a technical niche where physical measurement precision creates qualification barriers and customer switching costs that commodity analog suppliers cannot easily replicate. The pivot from a traditional automotive supplier toward AI data centers, vehicle electrification, and robotics is a logical extension of that core capability into end markets with structurally better growth profiles and higher content per system. Fiscal 2026 recovery was meaningful. Cash flow improved, debt was reduced, and the leadership team — now composed of technically specialized insiders — has established operational credibility that the prior configuration lacked. Those are real improvements that shift the conversation from financial stability to growth execution, which is the right problem to be solving at this stage. The automotive electrification exposure is the most tangible near-term growth driver. Current sensing and position detection are non-negotiable content items in EV powertrains, and Allegro's established relationships with automotive OEMs and Tier 1 suppliers provide a qualified supplier advantage that takes years to replicate. The AI data center and robotics vectors are earlier-stage but strategically coherent — both require precision sensing and power management capabilities that map directly onto the existing portfolio. Governance complexity involving Sanken, the former parent company, is a persistent structural concern. Overhang from that relationship introduces decision-making friction and potential conflicts of interest that are difficult to fully underwrite from the outside. Progress on resolving that complexity would be a meaningful positive catalyst for how the market assigns a quality premium to the business. The valuation reflects the secular trend positioning more than the current earnings base. Ambitious growth targets require sustained technological differentiation and margin expansion to materialize — neither is guaranteed in a competitive semiconductor landscape where well-resourced peers are targeting the same automotive and industrial end markets. The quality of the asset is not in question; the price being paid for it demands an execution consistency that hasn't yet been demonstrated through a full growth cycle in the new strategic configuration.

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@jasonl_capitalMay 15, 2026 · 12:06 PM

4. $ALGM - Allegro Microsystems The motor driver specialist. Q4 revenue $243M, up 26% year over year. Fifth consecutive quarter of sales growth. Robotics and automation sales doubled year over year in fiscal 2026. Secured two design wins with leading robotics companies for use in robotic joints - roughly 90 ICs per robot. Fiscal 2026 design wins increased over 30% year over year. Every robot joint that moves needs a motor driver and a current sensor. Allegro makes both.

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@leveraged_catFeb 10, 2026 · 1:17 PM

$ALGM the long thesis - used an LLM here because I’m busy but it captures my research well: The shift from silicon to GaN/SiC power devices fundamentally breaks legacy Hall-effect sensing. Allegro’s TMR sensors (200+ Crocus patents, 10MHz bandwidth, 50ns response) aren’t just better — they’re the only class of sensor that works at wide-bandgap switching speeds. As every power system across EVs, data centers, and robotics migrates to GaN/SiC, TMR sensing becomes a “must use” component. Three vectors, one technology platform: E-Mobility (72% of rev, +28% YoY): Content per vehicle expanding with SiC traction inverter adoption. E-Mobility sub-segment up 46% YoY. Still ~20% below prior peak — cyclical recovery plus secular content growth. Data Center (10% of rev, +31% QoQ): Content per rack expanding from ~$150 → $425. GaN PSU designers functionally need TMR-class sensing. Humanoid Robotics (pre-revenue): 200 Allegro chips per unit (150 sensors + 50 power ICs). 48V motor driver portfolio transfers directly from auto — incremental margin on existing R&D. Early design wins at prototype stage tend to persist through production ramp. Why it’s mispriced: At ~26x forward, ALGM is priced as a cyclical analog recovery. Humanoid content and data center expansion are barely in consensus. onsemi’s rejected $35.10 bid establishes a strategic floor. Feb 18 Analyst Day is the near-term catalyst. Risks: Auto cyclicality, China exposure, Infineon bundling (power stage + driver + sensor), $309M Crocus debt, Sanken governance overhang.

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@leveraged_catFeb 9, 2026 · 8:56 PM

Starting late last week I’m long $ALGM $MTSI Can provide more info if people are interested

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@leveraged_catFeb 6, 2026 · 3:32 PM

The more I look into $MTSI $ALGM the more I like them

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