Alpha and Omega Semiconductor: JV Sale, Efficiency Gains Still Not Enough For A Buy

Core Insights - Alpha and Omega Semiconductor Limited (AOSL) is in a significantly improved position compared to eight months ago when the previous analysis was conducted [1] Company Overview - The company is focused on technology, infrastructure, and internet services, emphasizing strong fundamentals and growth potential [1] Analyst Background - The analyst has a background in petroleum and gas engineering and has transitioned into finance, driven by an interest in business growth and market reactions [1] - The analyst holds FMVA® and BIDA® certifications from the Corporate Finance Institute [1] Investment Philosophy - The focus is on long-term returns rather than short-term market fluctuations, with an aim to share investment ideas and connect with other investors [1]