Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
Recent Activity
0
"We're at the beginning of a growth cycle. This is one that we have in our portfolio and our basket. We're happy to have it, and after the recent sell off this looks interesting to us. Again, if you expect this new wave of growth, to continue into calendar year 2026."
The speaker comments on Allegro Microsystems, emphasizing that the company is already in their portfolio and appears attractive post sell-off. They highlight the growth cycle and potential upside if the new wave of growth continues into calendar year 2026.
Sentiment
