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GrowthTurtle

Data Science PhD & IEEE Fellow, Ex-Two Sigma

19 Sep, 01:24Latest

NVE's spintronic sensors are locked into products that cannot requalify a second source. Once one is designed into a pacemaker or defense module, swapping it means redoing the whole safety qualification, and couplers carry 40-plus-week lead times once a design is locked. Revenue grew 81% year over year last quarter on $31M trailing, with 79% gross and 66% operating margins, net cash and a 0.84 PEG. The risk: at $486M and 14.9x EV/sales, growth must repeat against a brutal comparison next year. x.com

NVEC

29 Aug, 15:02

NVE has a durable moat as the only US company selling spintronic sensors and MRAM as a merchant product, made in its own fab. Its parts survive heat and radiation that kill normal sensors, and once a pacemaker or coupler is designed around one, requalifying costs more than the part. Revenue jumped 81% to about $31M TTM at 79% gross and 66% operating margins, with net cash. Risks: a $488M micro-cap at 15.9x EV/sales, one product family, and Allegro or TDK chasing its design-ins. x.com

NVEC

Michael Sikand

Investor, Autopilot Portfolio, Founder of Sikand Media

23 Jul

NVEC

NVE Corporation is a little-known, profitable small cap with major robotics upside because its spintronic sensors sit in humanoid robot hands, the biggest bottleneck in building capable humanoids. Revenue rose 81% to $11.03M and EPS to $1.32 from $0.74, before the robotics segment behind the thesis even showed up. NVE fabs its own wafers, earns ~79% gross margins with almost no debt, has been in Abbott pacemakers for 20+ years, and just doubled its factory with capex about to roll off. x.com

peony

Equity Investor & Researcher

1 May

NVEC

NVE Corporation's spintronics technology is no longer a joke, and its earnings transcripts reveal a wide range of applications. With fringe technologies suddenly far more valuable, its IP may find new uses and a surge in demand, even if management, long content with high-margin niches, does not radically change. It is a quantum-adjacent pure play paying about a 6% dividend that has escaped the quantum craze, partly because spintronics is a different niche and investor relations is inactive. … Show more

Temple 8 Research

AI Buildout, Macro & Energy Infrastructure Research

23 Aug

NVEC

NVE is a company worth liking but not owning now through 2027, because a historic bear market next year looks likely to drag everything down, regardless of the company's own scaling timeline. x.com x.com x.com

KawzInvests

Co-Author of Asymmetrical Bets, Photonics/Optical Cycle, AI/Defense/Space

23 Jul

NVEC

NVE looks cheaper on annualized run-rate earnings than two weeks ago despite a 50% jump, because earnings grew so fast. Revenue rose 81% to $11.03M and EPS to $1.32 from $0.74, with 81.3% gross and 66% operating margins, driven by new products, a strong semiconductor market and precision automation and robotics. The defense ramp the thesis rests on has not yet appeared in the numbers. x.com

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

4 Jun

ALGM

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

Rosanna Prestia

Founder & CEO of Hydra Wealth/Capital, Investment Strategist, Asymmetry & Bitcoin

24 May

MRAM

Everspin is the only US-domiciled, US-manufactured MRAM maker, and its non-volatile, fast, radiation-hardened memory works where flash and DRAM cannot, making it a Pentagon supplier with no alternative. Its 10-year Microchip deal for a copy-exact line in Oregon doubles domestic capacity from H2 2027. Its UNISYST NOR flash replacement targets 5-10% of a $3 billion market, with production in 2027. It had 238 design wins in 2025, up 34%, with 52.7% gross margins and no debt. x.com x.com x.com x.com … Show more

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