ALGM Allegro MicroSystems Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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11:59
Aug 17
Aug 17
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
LOW
23:38
Aug 12
Aug 12
ALGM faces humanoid sensor share threat
Co-mentioned as the incumbent in humanoid position feedback sensors facing potential share loss to NVEC, which already has design wins in the segment.
MED
23:21
Aug 12
Aug 12
The author asks for specific reasons behind ALGM without expressing a directional view.
The author asks for specific reasons behind ALGM without expressing a directional view, so it is indexed as watch.
LOW
22:43
Jul 30
Jul 30
Watch Allegro MicroSystems as automotive semiconductor recovery is deferred.
Watch Allegro MicroSystems as automotive semiconductor recovery is deferred, reducing near-term demand for automotive-focused analog and sensor products.
MED
03:36
Jul 06
Jul 06
Author clarifies ALGM is a favored Physical AI name.
Author clarifies ALGM is a favored Physical AI name; parent context cites design wins with leading Chinese humanoid/quadruped robotics companies, no explicit position or directional commitment from author.
LOW
00:49
Jul 06
Jul 06
Author argues VPG is the best Physical AI stock to own with embedded design wins in Figure.
Author argues VPG is the best Physical AI stock to own with embedded design wins in Figure and Optimus, a $1.6B market cap vs peers at $10B+, and $150-$250 BOM content per humanoid robot that the market hasn't priced in.
LOW
17:56
Jun 29
Jun 29
Endorses parent's bullish view on ALGM as a robotics/AI theme watchlist candidate following.
Endorses parent's bullish view on ALGM as a robotics/AI theme watchlist candidate following a 15% rally.
LOW
14:34
Jun 29
Jun 29
Consider probing ALGM on the long side as it shows relative strength within semis during.
Consider probing ALGM on the long side as it shows relative strength within semis during a broader sector rotation; author sees the recent weakness as the avoidance window now passed.
MED
01:34
Jun 01
Jun 01
"Monitor ALGM as a watchlist candidate given its defensible position in magnetic sensing.
"Monitor ALGM as a watchlist candidate given its defensible position in magnetic sensing for EVs and AI, but governance complexity and execution risk require confirmation."
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC.
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
20:44
May 18
May 18
Reports Mizuho’s supply/demand checks on memory and analog semiconductors highlighting price.
Reports Mizuho’s supply/demand checks on memory and analog semiconductors highlighting price hikes, no personal stance.
LOW
22:09
May 03
May 03
Long analog semis in the AI power infrastructure basket as the analog cycle has turned.
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
HIGH
23:10
Jan 15
Jan 15
Moonshot 2026 basket: ETH and five stocks.
Steve Grasso's 2026 trading acronym ENIGMA is a moonshot-oriented, partial crypto-heavy basket. He is sticking with Ethereum and pairing it with Navitas Semiconductor, IonQ, Gen Digital, MaxLinear and Allegro MicroSystems, each chosen for a turnaround or secular growth angle rather than broad market exposure.
HIGH
About ALGM Investor Commentary
Across the available history and selected sources, Buzzberg tracks ALGM (Allegro MicroSystems) across 7 sources: 3 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 23% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 13 total trade ideas tracked. Latest voices: thematictrader, pequityresearch, TheValueist.