Fulgent Is Putting Its Cash Bonanza To Work
The company has raked in well over $1B of cash from its epic Covid testing ramp up, apart from a host of contacts and putting the company on the map. […]
NovoCure Can Recover On Its Long-Term Outlook
NovoCure’s growth has stalled as their GBM market share has gone to 35%-40%, but GBM still offers several additional growth opportunities. Then there are the 4 P3 trials which, if […]
Perion Is Booming
The company is experiencing significant growth, booming CTV revenues, expanding margins, and rapidly rising cash flows. The company has differentiating technology, giving it considerable moat and the shares are very […]
Milestone Scientific Is Attractive Here
A new focus on their Dental business and the easing of the pandemic produced a strong recovery which has legs. The growth of the installed base of devices produces a […]
Turnaround At Sierra Wireless
SWIR’s new management is much more focused on profitability versus growth. Growth nevertheless didn’t disappoint and is boosted by secular tailwinds from IoT and 5G, which are still in the […]
Time To Start Accumulating Aehr Test Systems Again
The company is riding several waves, most notably that of the electrification of transport. Wafer level burn-in is likely to become the industry standard providing a huge opportunity to Aehr’s […]
SiTime, A Terrific Company
The company enjoys cutting-edge capabilities, rapidly rising revenue, and a fast-increasing TAM. Combine that with an iron-clad balance sheet, high and perhaps even rising gross margins, operational leverage, and considerable […]
Meaningful Progress At Duos Technologies
A new CEO is like a fresh broom, cleaning up the organization and focusing on critical AI capabilities after the pandemic-induced slump in activity. This looks like it’s ready to […]
Akoustis Is Rapidly Ramping Up Production
Akoustis is rapidly getting a foothold in the burgeoning RF filter market on the basis of their proprietary XBAW technology. Like so many smallcap growth companies, the shares have taken […]
Progress At Synchronoss, But It’s Going To Be A Long Way Back
Synchronoss’s cloud business is now the main focus; the other two segments, which are still shrinking, will be treated as cash cows going forward. Cloud is already 60%+ of revenue […]