ALGMAllegro MicroSystems, Inc.BATS:ALGMA3MInvestmentsALGM specializes in magnetic sensors and power chips for electric vehicles, industrial automation, and data centers. Its technology has attracted interest from giant ON Semiconductor, with its share price reaching $35.10. After a strong earnings report on October 30, the stock fell, creating a "discount window" for entry. Highlights from the latest quarterly report include: Revenue of $214 million (up 14% y-o-y), Non-GAAP EPS of $0.13 (up 63% y-o-y). Gross margin improved to 49.6%. Sales of data center solutions reached a quarterly record. Demand is fueled by the shift to AI servers, which require more power and cooling. Revenue from electric vehicle solutions grew 21% y-o-y, outperforming the overall automotive industry. ALGM Captures Market Share in xEV Powertrain Systems Management provided an optimistic outlook for the current quarter: revenue of $215–225 million (up 23.7% YoY on average) and EPS of $0.12–0.16 million. Free cash flow for the quarter was $14 million. Debt is declining, and cash balances are increasing ($127 million). ALGM is more than just an auto parts supplier. Its sensors and power chips are critical for ADAS, electric vehicles, and smart interiors. The trend toward AI is increasing data center energy consumption. ALGM's power and cooling management products (e.g., 3-phase fan drivers and current sensors) are becoming increasingly popular. The company recently launched the industry's first 10 MHz current sensor (TMR), strengthening its position in high-performance segments. Its technologies for 800V architectures (from EVs) are ideal for modern data centers. Management notes that the pricing environment is becoming more stable, and some competitors are even raising prices. This allows them to protect their margins.