Allegro Microsystems. Every tracked FinTwit mention of $ALGM, newest first. 8 mentions since the first on Feb 6, 2026. See the price chart.
June 2026 · 2 mentions
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
TheValueist — $ALGM Allegro MicroSystems: Strategic Growth and Investment Analysis. Investment Thesis.
Allegro MicroSystems has built a defensible position in magnetic sensing and power semicon…↗
May 2026 · 1 mention
May 15
Jason Luongo — 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 doub…↗
Leveraged Cat — $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…↗
Feb 9
Leveraged Cat — Starting late last week I’m long $ALGM $MTSI
Can provide more info if people are interested↗
Feb 6
Leveraged Cat — The more I look into $MTSI $ALGM the more I like them
Leveraged Cat — Revisiting the analog semis idea - their relative strength, including the smid caps in the space, has been notable in this general risk-off environment.
The relative strength got…↗