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Supriyo Bose

Richardson Electronics Rides on Portfolio Strength: Worth a Buy?

RELL is riding stronger semiconductor and wind demand, with BESS, backlog growth and engineered solutions supporting further expansion.

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Supriyo Bose

Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?

VIAV enters fiscal 2027 with AI data-center momentum, Spirent contributions and defense demand after Q4 revenue and earnings surged.

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Supriyo Bose

Should You Include Belden Stock in Portfolio After Solid Q2 Results?

BDC's record Q2 results, AI data-center momentum and RUCKUS deal strengthen its shift toward higher-value, full-stack networking solutions.

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Supriyo Bose

Should You Avoid Investing in AMSC Stock After a Mixed Q1?

AMSC posted record fiscal Q1 revenues, but sharp margin contraction, lower adjusted earnings and integration costs cloud the near-term outlook.

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Supriyo Bose

Should You Include KLIC Stock in Portfolio After Solid Q3 Results?

Kulicke and Soffa's Q3 beat, AI-led demand, advanced packaging growth and improving memory trends point to continued momentum into fiscal 2027.

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Supriyo Bose

TSM Rides on AI, Advanced Nodes & Capacity Expansion: Worth a Buy?

Taiwan Semiconductor is riding on surging AI demand, advanced-node adoption and global capacity expansion as revenues and earnings maintain strong growth momentum.

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