AOSL Alpha and Omega Semiconductor Limited Loading... : Bullish and Bearish Analyst Opinions
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13:54
Jun 03
Jun 03
Watch AOSL, POWI, MPWR, and VRT as 800V DC power and power semiconductor names flagged in a prior research/beneficiary basket. No explicit author ownership disclosed; bullish thematic framing only.
MED
11:16
Jun 03
Jun 03
Author defends a third party's stock picks by listing names that have risen, but does not state their own position or forward view.
LOW
20:21
Jun 02
Jun 02
Long AOSL via Dec 2026 $60 calls, relying on Jensen's diligence and the company's power semi transformation story despite moderate conviction.
MED
20:11
Jun 02
Jun 02
Long AOSL via Dec 2026 calls, betting on power semi growth and trusting Jensen's diligence despite not being his top pick.
HIGH
23:55
May 31
May 31
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
12:49
May 31
May 31
Watch AOSL as a small-cap play on the 800VDC power distribution theme; covers the full 800VDC conversion chain and has announced explicit 800VDC support. Author is researching and intends to take a position.
MED
21:41
May 30
May 30
The author humorously endorses PENG and AOSL as favorites and expresses interest in ENAFF but asks for more information, indicating no explicit forward position.
LOW
18:30
May 29
May 29
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture partners but only takes a personal long position in NVTS, while the rest are indexed as watch.
LOW
16:53
May 28
May 28
Author explicitly states long-term positions in beneficiaries, crypto, and undervalued stocks while holding enablers for short-term trades, arguing beneficiaries are undervalued and will rotate higher over time.
08:55
May 27
May 27
Watch Alpha and Omega Semiconductor as a read-through name in the Infineon price adjustment executive assessment; potential beneficiary or affected party in power semi pricing dynamics.
MED
05:35
May 27
May 27
Watch AOSL as a high-beta power semiconductor basket name with NVIDIA 800VDC collaboration and SiC/GaN exposure; author is bullish on the sector but explicitly states personal long only in NVTS.
MED
20:47
May 26
May 26
Watch AOSL, POWI, MPWR, and NVTS as 800V DC power semiconductor beneficiaries flagged by NVIDIA's architecture roadmap; strong price action on the day reinforces the read-through thesis, but no explicit author-owned position stated.
MED
15:01
May 26
May 26
Buy these power semiconductor names as the entire sector is expected to rally, driven by AI data center demand and a favorable re-rating environment, with NVTS serving as the bellwether.
MED
14:41
May 26
May 26
The author mentions holding AOSL post-earnings and notes an INTC catalyst as an appetizer, but provides no explicit forward-looking bullish or bearish trade call.
LOW
16:05
May 22
May 22
Buy this basket of AI, space, memory, photonics, packaging, and neocloud names based on the thesis that we are at the dawn of the AI era and the space race is just warming up, with each name expected to double within a year.
HIGH
16:32
May 13
May 13
Long AOSL (Alpha and Omega Semiconductor) for exposure to the broad power semi rally.
HIGH
07:25
May 09
May 09
Bought AOSL post-earnings, indicating personal bullish view on the stock's near-term trajectory following the report.
HIGH
12:38
May 07
May 07
The tweet analyzes Alpha & Omega Semiconductor's earnings call to highlight bifurcated demand strength in AI infrastructure and memory pricing while noting weakness in PCs and consumer electronics, but it is a factual report without the author's own forward-looking trade calls.
HIGH
21:40
May 06
May 06
Long $AOSL — call notes: Dec/Mar quarters mark a trough on revenue and margin; gaining traction in MOSFETs for AI applications expected to contribute meaningfully in H2 Calendar 2026.
MED
20:34
May 06
May 06
Long $AOSL — Q3 FY26 was always a trough margin/rev quarter; bullish on strengthening demand landscape for FY27 with leading hyperscale and cloud customers.
MED
20:07
May 06
May 06
Alpha & Omega Semiconductor reported quarterly results that beat analyst estimates on both earnings and sales, but the tweet focuses on a detailed investment thesis framing the company as a high-risk turnaround story with AI potential.
HIGH
18:01
May 06
May 06
Alpha and Omega Semiconductor hit an all-time high ahead of earnings, with the author expressing cautious hope for delivery on its AI-driven transformation thesis.
HIGH
16:02
May 06
May 06
Long $AOSL — speaker calls setup 'absolutely juicy into earnings today after hours'.
MED
15:18
May 04
May 04
Long $AOSL ($39.1 cost basis) — portfolio position #5; power semiconductor exposure.
HIGH
22:09
May 03
May 03
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
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
18:37
Apr 30
Apr 30
Long $AOSL ($39.1 cost basis) — portfolio position #4; power semiconductor exposure.
HIGH
14:12
Apr 30
Apr 30
Long $AOSL — added at $40.8 today, building position in power semi name.
HIGH
About AOSL Analyst Coverage
Buzzberg tracks AOSL (Alpha and Omega Semiconductor Limited) across 9 sources. 24 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (59%). 41 total trade ideas tracked.