Back to top

iot: Archive

Supriyo Bose

Should VIAV Be in Your Portfolio After a 196.4% Gain in a Year?

VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.

VIAVPositive Net Change GLWPositive Net Change OOMANegative Net Change

Supriyo Bose

Should ALNT Stock Be in Your Portfolio After a 143% Surge in a Year?

Allient's 143% one-year surge is backed by record orders, a growing backlog, margin gains and rising 2026 earnings estimates.

ALNTNegative Net Change CTSNegative Net Change FPSPositive Net Change

Supriyo Bose

ATEYY Up 111.7% in a Year: Should Investors Bet on the Stock Now?

Advantest's AI-driven chip testing demand, memory expansion and rising fiscal 2026 estimates support growth after a 111.7% one-year surge.

ATEYYPositive Net Change CAMTNegative Net Change KEYSPositive Net Change

Supriyo Bose

KLIC Up 93.6% in a Year: Should Investors Bet on the Stock Now?

Kulicke & Soffa's 93.6% one-year surge is backed by AI demand, advanced packaging growth, robust earnings & rising estimates, with TCB adding another catalyst.

KLICNegative Net Change VECONegative Net Change ACLSNegative Net Change

Supriyo Bose

Should You Bet on IDCC After Dividend Hike Amid Macro Uncertainty?

InterDigital's 7.1% dividend hike, record recurring revenues and higher 2026 guidance bolster its investment case despite volatility concerns.

IDCCPositive Net Change AMZNPositive Net Change ERICPositive Net Change ASTSPositive Net Change

Supriyo Bose

UCTT Rides on Solid Growth Dynamics: Should You Buy the Stock Now?

Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.

UCTTNegative Net Change VECONegative Net Change KLICNegative Net Change

Supriyo Bose

UMC Up 250% in the Past Year: Should Investors Bet on the Stock Now?

United Microelectronics' 250.1% one-year rally rides on rising utilization, strong 22/28nm demand and expanding AI opportunities, with earnings estimates moving sharply higher.

UMCNegative Net Change INTCNegative Net Change DIODPositive Net Change ASXNegative Net Change

Supriyo Bose

ASX Up 230.9% in the Past Year: Should You Capitalize on the Euphoria?

ASE Technology's 230.9% one-year surge is fueled by booming AI packaging demand, rising LEAP volumes, margin expansion and a $10.5 billion 2026 capex plan.

ASXNegative Net Change UCTTNegative Net Change ACLSNegative Net Change