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Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$1.3B
30M shares
52-week range
$17.01 – $54.34
76% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
0.43%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $421.6M | $450.9M | $464.9M | $656.9M | $777.6M | $691.3M | $657.3M | $696.2M |
| Cost of revenue | $309.6M | $335.5M | $362.2M | $452.4M | $509.0M | $491.8M | $485.4M | $535.2M |
| Gross profit | $111.9M | $115.4M | $102.7M | $204.5M | $268.6M | $199.5M | $171.9M | $161.0M |
| Gross margin | 26.6% | 25.6% | 22.1% | 31.1% | 34.5% | 28.9% | 26.2% | 23.1% |
| R&D | $37.3M | $46.4M | $51.3M | $63.0M | $71.3M | $88.1M | $89.9M | $94.3M |
| Operating income | $8.4M | −$7.0M | −$13.9M | $64.1M | $102.0M | $22.5M | −$3.8M | −$28.4M |
| EBITDA | $37.8M | $25.0M | $29.9M | $119.2M | $539.2M | $67.8M | $55.1M | $37.2M |
| Net income | $14.3M | −$14.6M | −$6.6M | $58.1M | $453.2M | $12.4M | −$11.1M | −$97.0M |
| Net margin | 3.4% | -3.2% | -1.4% | 8.8% | 58.3% | 1.8% | -1.7% | -13.9% |
| EPS (diluted) | 0.57 | -0.59 | -0.73 | 2.13 | 16.07 | 0.42 | -0.39 | -3.30 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $677M | $-0.73 | $-0.74–$-0.73 | 2 |
| 2027 | $707M | $-0.66 | $-0.70–$-0.61 | 2 |
| 2028 | $838M | $1.54 | $1.54–$1.55 | 1 |
| 2029 | $838M | $1.38 | $1.37–$1.39 | 1 |
Forward consensus · source: Financial Modeling Prep
Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States and other countries. It operates in one operating segment: the design, development and supply of power semiconductor products for computing, consumer electronics, communication and industrial applications.
www.aosmd.comNo one on the platform currently holds AOSL.
No tracked institution reports a position in AOSL as of their last filing.
No one on the platform has traded AOSL yet.
| $2.0B |
| — |
| INDIindie Semiconductor, Inc. | $3.76 | +5.92% | $794M | — |
| LAESSEALSQ Corp | $3.21 | +2.88% | $458M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at NaN× earnings vs its 16.7× historical median P/E.
Fair value ≈ $-13.00 · price $45.21 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Everyone is focused on buying dips in $AAOI, MSFT, PLTR. I like those too, but here are a few lesser-known names I’m still watching for longer-term potential: $AOSL -8% $CEVA -6% $ELMT -2% $ASYS -7% AOSL An overlooked AI infrastructure play focused on the power layer behind GPUs — power management, MOSFETs, GaN and SiC devices used in AI servers. As AI systems scale, power delivery becomes critical. No power, no AI. CEVA Edge AI exposure through DSPs, NPUs and wireless IP (Wi-Fi, Bluetooth, 5G). Strong presence in automotive, IoT and edge computing. Asset-light licensing model. ELMT U.S.-based tungsten and molybdenum producer tied to defense, aerospace and semiconductor supply chains. Benefits from reshoring trends. ASYS Semiconductor equipment play focused on advanced packaging and wafer processing — key bottleneck area in AI chip production. Not financial advice. Just names I’m watching outside the crowded AI trades.
View on StockTwits ↗Here are four lesser-known companies I’ve mentioned previously that I believe have significant potential to see their stock prices double in the coming years: $AOSL -8% $CEVA -6% $ELMT -2% $ASYS -7% When macro volatility flushes retail leverage, hidden small-cap vanguards with asymmetric "doubling potential" inevitably carve out pristine entry windows. Today's localized sell-off is a classic structural stress test for long-term alpha. Power semi player $AOSL tumbled 8%, while thermal chip equipment expert $ASYS shed 7%. This isn't a fundamental break—it's a high-beta, low-volume stop-hunt driven by macro de-risking. Precision component pioneer $ELMT (fresh off its historic inclusion into the Russell 3000 Index) and silicon IP licensing anchor $CEVA are undergoing aggressive institutional hands-shaking near structural support clusters. When the macro rubber band snaps, alpha-heavy niche gems offer exponential rewards. Which of these four high-potential laggards commands the top slot on your watchlist today? Are you hunting limits on $AOSL / $ASYS, or letting $ELMT stabilize first? Drop your playbook below!
View on StockTwits ↗$AOSL Stopped out few weeks back but setting up again. Retested 50ma. Still creating nice flag base. Looking for volume breakout over 50 for long
View on StockTwits ↗$AOSL — Structure Watch $AOSL is starting to look like a typical “shakeout phase” after extended pressure. Price action suggests weak hands may have largely been flushed out, with recent moves showing reduced downside follow-through and more stabilization around key zones. What stands out is not aggression, but exhaustion in selling momentum — often a sign that positioning is being reset rather than extended. At this stage, it’s less about predicting a reversal and more about watching whether structure starts to tighten into a base. If buyers step in consistently, this could transition from distribution → accumulation behavior. Next alert is coming soon. Turn on notifications so you don’t miss early moves — otherwise you’ll likely see the move after it already happened.
View on StockTwits ↗Trade plan 6/22 $AOSL break over 49.30, 55c July 17--to target: $52.5 $PENG break over $68.47, 80c July 17--to target: $71 $ADI break over 439.7, 480c July 17--to target: $455 $NUAI break over 6.34, 7.5c Aug 21--to target: $7 $FLNC break over 25.36, 30c Aug 21--to target: $28 More trading plans are in the works. Are you going to miss out again?
View on StockTwits ↗$AOSL is setting up in a solid daily base right off its 50 EMA, showing clear institutional accumulation volume patterns. As a provider of vital power management components for AI servers and data centers, a high-volume breakout sustained over $49 will trigger substantial upside momentum.
View on StockTwits ↗Power semis are setting up for a great week (Market cap/YTD return) $VSH $9B +348% $NVTS $6B +236% $DIOD $5B +142% $AOSL $1.5B +142% This small-cap "Power Semis" cohort targets the absolute physical bottleneck of the AI expansion: next-gen GaN/SiC silicon, advanced AI GPU core power stages, and high-density datacenter grid infrastructure. Gallium Nitride vanguard $NVTS (+236% YTD) extends its blistering main wave, fully validated by its GaNFast 800V infrastructure board joining NVIDIA’s MGX AI Factory Ecosystem. Concurrently, $AOSL (Alpha and Omega) captures an immense premium on expanding backlogs for its proprietary DrMOS modules tailoring to high-end AI servers, closely mirrored by passive inflows into component giant $VSH. Specialized discrete and analog semiconductor leader $DIOD maintains elite technical accumulation. As the global tech trade converts raw grid wattage limitations into explosive small-cap momentum, where are you chasing the premium alpha?
View on StockTwits ↗$DIOD is showing a constructive technical setup after posting its highest daily close on record. The stock is breaking out of a multi-week base on the daily chart while also emerging from a multi-year base on the weekly, suggesting improving long-term momentum. The power semiconductor group continues to attract attention, with names like $STM, $ON, $POWI, $AOSL, and NVTS also showing sector strength. Worth watching to see if volume confirms the breakout.
View on StockTwits ↗$POWI $AOSL $GFS These chip stocks have fat premium on selling covered calls.
View on StockTwits ↗Here’s what the Power & Energy Semi leaderboard looks like: YTD returns $NVTS +212% $STM +182 % $FLEX +136% $POWI +127% $AOSL +118% This power semiconductor leaderboard exposes the defining playbook of this cycle: the structural bottleneck of AI scaling has shifted from logic chips to power management silicon. Sector leader $NVTS (+212% YTD) is violently re-rating as its 800V DC-DC power platforms for the Nvidia MGX ecosystem print hyper-growth numbers. Legacy giant $STM closely matches this intense institutional accumulation. Disruptors $AOSL and $POWI just dominated PCIM 2026, launching dedicated OVR16 controllers and ultra-slim power stages purpose-built for high-density AI clusters, offering a pristine right-side technical base alongside $FLEX. Are you chasing the high-beta right-side momentum of GaN frontrunner $NVTS, or accumulating the deeply integrated 48V/800V server infrastructure moat inside $AOSL on this consolidation? Drop your buy entries below!
View on StockTwits ↗Nvidia is literally telling you what power semis to buy - the market is showing you exactly where the next wave of demand is going. $AOSL $ON $IFX $VRT $TXN As NVDA drives higher GPU density, the limiting factor shifts from compute → how efficiently power is delivered, regulated, and cooled at scale. That’s why these names are moving together - they sit directly under the AI compute stack, in the physical layer that actually makes scaling possible.
View on StockTwits ↗$MX at $200M market cap with most of it backed by net cash and sellable assets, in the midst of a bold pivot into AI, run by a interim CEO with a track record of turning declining profits around, who’ve also continued buying shares, some above its current trading level. Why are people piling into $MU $TRT $AOSL but not this? Genuinely curious
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.