Uttam Dey, Author at sekar nallalu

Enphase Stock: 3 Reasons Why I Own Shares–Profitability Is One Of Them (NASDAQ:ENPH)Enphase Stock: 3 Reasons Why I Own Shares–Profitability Is One Of Them (NASDAQ:ENPH)

June 30, 2024 Uttam Dey 0 Comments 6:37 am

Michael Derrer Fuchs/iStock via Getty Images Investment Thesis Residential solar equipment manufacturers have seen sales fall off a cliff in[...]

AeroVironment FY2024 Earnings: Switching Gears On Switchblade Demand (NASDAQ:AVAV)AeroVironment FY2024 Earnings: Switching Gears On Switchblade Demand (NASDAQ:AVAV)

June 27, 2024 Uttam Dey 0 Comments 4:51 am

JoeLena/iStock via Getty Images Investment Thesis Military drone maker AeroVironment (NASDAQ:NASDAQ:AVAV) reported their full-year FY24 earnings results today, which beat[...]

AMD: Markets Underestimate The Potential For TAM Penetration/ExpansionAMD: Markets Underestimate The Potential For TAM Penetration/Expansion

June 10, 2024 Uttam Dey 0 Comments 4:01 am

k5hu/iStock Editorial via Getty Images Investment Thesis Advanced Micro Devices, Inc. (NASDAQ:AMD) has been lagging the overall semiconductor complex of[...]

Author: Uttam Dey