Who mentions $ALGM most on Surfaced?

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 MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP) > Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS > Neocloud / AI capacity - $BRUN, $NBIS, $CRWV SWEET SPOT > High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T) > On-chip interconnect IP - $AIP > Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR > Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL) > CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE > Burn-in / test - $AEHR, $PDFS, $TRT FRONTRUN (scale into H2 26) > SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF > Gallium / III-V feedstock - $VNP, AXTI > 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR > Grid / energy storage - $FLNC, $BE, $FCEL > 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG EARLY / WATCH ONLY > Quantum - IONQ, $RGTI, $QBTS (lottery tickets) > 6G buildout - $NOK, $ERIC, $KEYS, $AMPG > Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A > Photonic memory - pre-commercial, no investable pure-play. Tracking only

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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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@ftr_investorsFeb 25, 2026 · 11:29 AM

Morgan Stanley’s Top 25 Humanoid Robots 🤖 🧠 Brain (AI & chips) $BIDU $BABA $NVDA $TXN $AMD $ARM $SNPS $CDNS $SSNLF 👀 Eyes (sensors & vision) $SONY $MCHP $AMBA $ON $SSNLF 🦾 Body (power & motion control) $NXPI $STM $TXN $HSAI $RNECY $IFNNY $ROHCY $ALGM $MELE Which of these stocks are on your radar? 🚀

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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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@leveraged_catFeb 6, 2026 · 1:03 AM

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 me to sink my teeth in to what is driving these stocks, and at least in part it is none other than underappreciated accelerating growth due to AI capex. While in a sense it may feel risky to get long these names because AI trades are blowing up left and right, to me they're quite interesting: - They're boring cyclical stocks that few if any momentum/leverage traders even think to long - There are signs that the cyclical elements of the companies are exiting a major trough, see $TXN's latest ER - There is surprising, largely unknown (to tourists) accelerating growth due to AI capex My general thesis on the AI trade / blowup is we are going to go through multiple phases. Phase 1 is now: the market transitions from pricing in the capex bingers (msft, amzn, goog, etc.) as FCF/buyback rich companies to capex heavy cyclicals. Phase 2: a potential lull/goldilocks period (which might not come) where the massive built up speculative leverage in the system has washed out and positioning has reset. This will be the golden era for capex beneficiaries. Phase 3: I expect at some point in the future, depending on market forces, we will enter the "slam on the brakes" phase. Here, the capex bingers are going to have to respond to market screaming at them to stop the capex binge by nuking their stock. When this occurs, what we are seeing now in Phase 1 is going to look like a warmup (because it is). Large swaths of the economy are being swept up in the AI trade (I saw a pitch for steel companies as indirect AI beneficiaries, for instance), and when these new drivers of liquidity via capex slam on the brakes the bullwhip will be awe inspiring. This is the current framework I'm working with - I think we are in Phase 1 now and it will be swift, volatile, and pretty much any crowded trade or long duration asset will get killed while the Phase 1 dynamics are unwound. If I am right and we enter phase 2 (and don't just fast forward to phase 3), then there is going to be an excellent opportunity to make outsize returns on where capex flows are going. -- Of course, there are many other factors at play, and several assumptions I'm making - I am assuming that the AI ROIC of the mags will not be satisfactory to satisfy the market - maybe it will be. If that's the case then there is a very different looking path, where we have to contend with the pressures of rising unemployment due to AI alongside the massive productivity increases of capital. I'm also assuming that the market doesn't front-run phase 3 and put us into a recession via the negative wealth affect - this would also likely kill any cyclical, capex beneficiary, quite soon. However, at least with the current strength in a variety of cyclical sectors, there is reasonable doubt this won't happen. -- tl;dr: analog semis are interesting here because they are largely not crowded and under-appreciated AI capex beneficiaries. To name a few: $TXN $ADI $MCHP $ALGM $MTSI There are other ways to play this, but it's very difficult to find anything that doesn't feel extremely crowded and fit this theme, and we are seeing every day what comes for crowded trades.

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@aleabitoredditJan 16, 2026 · 7:57 AM

Boston Dynamics/Optimus/Robotic supply chains TLDR: - $ALGM ($6.5B) motor/sensing (Optimus) - $NOVT ($4.7B) feedback (Atlas, Figure) - $VICR ($6.5B) power (Atlas) - $OUST ($1.64B) LiDAR (Spot, Atlas) - $AMBA ($2.7B) - Chips (Atlas, Figure) - $AEHR ($812m) - SiC Test (t2) - $RRX ($10.5B) - Joints (Agility, Apollo) - $TKR ($6.53B) - Harmonic Strain (t2) - $MP ($11.82B) - NdPr magnets (t3) - $LSCC ($11.6B) - Sensor Fusion FPGAs (t3) I'm personally in: - $SYSS ($998M) - Skeleton (Optimus, Atlas, Figure) - $LPTH ($701M) - Vision (T2) Was researching these companies after OpenAI's push into robotics yesterday and wanted to do a TLDR format of findings. Again, robotics OEMs generally don't publish BOMs, so most of these are confirmed but some are unconfirmed but very likely from cross-referencing public findings. But we should see an inflection point for robotics going into 2026-2027. Thoughts: - Harmonic Drive Systems (6324.T). Was tracking this as the leader but they just got disrupted by China's Leaderdrive that copied their technology and at 40% lower cost. - Based on this, $TKR (US) is probably the most "alpha" up there since through Cone Drive acqusition, they're the primary US-based provider of harmonic gearing vs. Harmonic Drive / Leaderdrive. - $AMBA and $VICR are probably the most interesting ones outside of $SYSS that I've found in the US supply chains. - I picked $SYSS as my choice for robotics bottleneck exposure since they're the skeletons/materials for each humanoid on scale up (eg. with Boston Dynamics Atlas as known users) and effective US certification monopoly. - $LPTH happened to be a coincidental Robotics bottleneck exposure since I bought this for DoD/military bottleneck exposure too . These are just the "under the radar ones" in the US for the mass production scale-up. Don't own any of them aside from two, but I'm still looking into them. Unfortunately many supply chains like $TSLA's actuators ($685M order with Sanhua) are still in China. But I expect many of them to flow back to the US, so still looking for alpha in terms of supply chain BOM. If I missed any feel free to mention others.

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@benitozOct 14, 2025 · 10:46 PM

@BourbonCap $ALGM, $FROG $POWI

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