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Supriyo Bose

Richardson Electronics Rides on Portfolio Strength: Worth a Buy?

RELL is riding stronger semiconductor and wind demand, with BESS, backlog growth and engineered solutions supporting further expansion.

RELLPositive Net Change AVTPositive Net Change ARWPositive Net Change

Supriyo Bose

Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?

VIAV enters fiscal 2027 with AI data-center momentum, Spirent contributions and defense demand after Q4 revenue and earnings surged.

VIAVPositive Net Change KNPositive Net Change AIRGPositive Net Change

Supriyo Bose

Should You Include Belden Stock in Portfolio After Solid Q2 Results?

BDC's record Q2 results, AI data-center momentum and RUCKUS deal strengthen its shift toward higher-value, full-stack networking solutions.

BDCNegative Net Change CIENPositive Net Change VIAVPositive Net Change

Supriyo Bose

Should You Avoid Investing in AMSC Stock After a Mixed Q1?

AMSC posted record fiscal Q1 revenues, but sharp margin contraction, lower adjusted earnings and integration costs cloud the near-term outlook.

AMSCPositive Net Change CTSNegative Net Change FPSPositive Net Change

Supriyo Bose

Should You Include KLIC Stock in Portfolio After Solid Q3 Results?

Kulicke and Soffa's Q3 beat, AI-led demand, advanced packaging growth and improving memory trends point to continued momentum into fiscal 2027.

KLICPositive Net Change VECOPositive Net Change ACLSPositive Net Change

Supriyo Bose

TSM Rides on AI, Advanced Nodes & Capacity Expansion: Worth a Buy?

Taiwan Semiconductor is riding on surging AI demand, advanced-node adoption and global capacity expansion as revenues and earnings maintain strong growth momentum.

TSMPositive Net Change ADIPositive Net Change MPWRPositive Net Change