The Art of Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Art of Investing

PICK 45.38

+0.3%

Nov 7 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

sixty2nds

Sun Tzu

To: Sun Tzu who wrote (9196)	11/7/2024 9:22:24 AM
From: Lou Weed	2 Recommendations Read Replies (1) of 10550

As you know ST - I'm in this segment of the industry. I got out of it yesterday with my last lots from the low $8s. Been around long enough to know to never hold this thing into earnings. They consistently disappoint. I agree with your long-term assessment. Rumor is they're seeking a suitor for their power components business. Makes sense. They're a one-trick pony (SiC devices only) competing against the big boys with much larger device portfolios including Si based parts. Infineon, ST Micro, Onsemi, Rohm etc. My best guess would be a company like TI or ADI. Both of these have SiC gate drivers in their portfolios but do not have the actual SiC MOSFETs. Both have partnered also with WOLF on their reference designs. If it goes into the 8s again I'll get back on the carousel. Again, these are just my musings so take them for what they're worth i.e. some dude on the internet with weed in his handle.....LOL!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next