SUSS MicroTec: Margin Erosion In FY25 Has Not Broken The Thesis
Seeking Alpha·2026-03-13 15:22
This is my third coverage of SUSS MicroTec ( SESMF ). The company is a well-run one, and I revisit SUSS MicroTec around earnings. My last article on this stock was a year ago, when the Q4 FY24I started out as a crypto investor a decade ago and remain deeply active in the crypto space. I cover Bitcoin miners, digital asset treasuries, and crypto ETFs majorly, but I also seek alpha in tech equities, especially in emerging sectors like quantum computing and orbital intelligence. I have initiated coverage as a ...