Allegro MicroSystems looks ready for its next leg higher after building a 24-month base. It leads in magnetic sensors and power semiconductors for EVs, industrial automation, robotics and data centers, with strong margins, a solid balance sheet and growing exposure to AI power infrastructure. x.com 

STMicroelectronics is an early turnaround story because AI infrastructure has given it a new growth engine. On June 2 it doubled its 2026 data center revenue target to about $1B, saying that could double again in 2027 if trends hold, on high-volume silicon photonics anchored by a multi-year AWS partnership. Q1 revenue rose 23% to $3.1B, it holds about $2.8B net cash, and Bank of America upgraded it to Buy, saying the market underestimates its earnings power. x.com 

Semiconductors look ready to rise after their third major failed breakdown in the past year. Sentiment has reset, leverage has been erased, prices have pulled back to quarterly EMAs, and the secular theme remains powerful. x.com  x.com 

Alpha and Omega Semiconductor's pivot to AI data-center power is gaining traction beneath muted overall revenue. AI-focused power delivery in its advanced computing division grew over 40% year over year and doubled sequentially, and CEO Stephen Chang reports rising demand from hyperscalers and supercomputing operators. High-margin power ICs grew 30% to nearly 40% of product sales. Insider selling and valuation froth may cause volatility, and second-half results need to validate AI growth. x.com 

Semiconductors look set for an upside breakout as the Fed hike plays out as sell the rumor, buy the news. The iShares Semiconductor ETF set its 2026 high two days after Kevin Warsh's first press conference in June, then fell about 29% in five weeks. Since the Fed hiked, it is up 5%, and the massive moves into Friday's close in many big names after the Fed meeting were telling. x.com  x.com  x.com  x.com 

Semiconductors should return to their highs because AI spending keeps hitting records while chip stocks fall. Microsoft and Meta signaled roughly $250B of AI spending this year, effectively saying "buy more chips", yet chip stocks are down 24%. A drop beyond 30% would warrant more aggressive buying. x.com  x.com 

Amtech Systems' 131x trailing P/E hides an advanced-packaging turnaround. Its TrueFlat technology on Pyramax vacuum reflow platforms tackles substrate warpage in stacked dies and HBM, and these systems are over 30% of thermal segment revenue, heading past 40%. A semi-fabless shift under CEO Robert Daigle lifted gross margin to 47.7% on Q2 revenue up 31%, and its silicon carbide polishing consumables are rebounding. Institutions buying a $60M raise at $20.50 signal significant upside. x.com 

AMD now has to be extraordinary to justify its valuation, because it is priced on what it must deliver in 2027, not on past results. Despite revenue up 50%, data center up 107%, triple-digit profit growth and above-consensus guidance, the stock fell about 8% after hours; great is not enough when great is already priced in. x.com 

AAON is one of the most attractive earnings gappers because data center demand has pushed its backlog to a record $2.1B. It beat and raised, with a 65% EPS surprise and a 29% revenue surprise, and lifted its FY26 revenue growth outlook to 40-45% from 18-20%. x.com 

CoreWeave's results confirm the AI supercycle, and the next wave of capital is moving beyond semiconductors after their big runs. CoreWeave reported $2.58 billion of revenue, up 122%, a $104 billion backlog and more than $25 billion of new customer commitments already in Q3. That capital is flowing into data centers (Nebius, IREN, Riot, Applied Digital), networking (Arista, Marvell), photonics (Lumentum, Coherent, Applied Optoelectronics) and power (Vertiv, Constellation, Vistra, Oklo). x.com  … Show more