- The Q1 report was unlike the ones that came before it and the effect could be seen in how the stock reacted differently.
- ALGM is not aware of any impact of inventory building on the quarterly numbers, but at the same time, there are limits to how far visibility goes.
- Top executives continue to sell stock as they have for some time and that can cause problems, whether it’s justified or not.
- Long Allegro MicroSystems has its merits, but there are also counterarguments, making the case not as clear-cut as it needs to be.
For further details see:
Why Allegro MicroSystems Could Be A Long And Why Not