STM - Alpha And Omega Semiconductor Could Be Turning It Around With One Caveat Out There

• Net income has more than doubled at AOS as it's ahead of schedule in meeting the target of $600M in revenue in CY2021.
• While AOS has grown over the years, the pace has not been fast enough for consistent profits and prevent its stock from lagging behind others.
• AOS knows it must address the constraints holding back growth and early signs suggest its initiatives are yielding good results.
• AOS looks like a bargain having so much catching up to do, but there is one factor that may have skewed the quarterly results.

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