SIMO Silicon Motion Technology Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
18:22
21 авг
21 авг
Buys dip calling current pullback bottom
Discloses buying the dip across these names, calling a likely bottom to the current pullback.
Сред.
16:58
16 авг
16 авг
Watch SIMO as a memory trade beneficiary.
Watch SIMO as a memory trade beneficiary with strong earnings, though it lacks the price torque of pure-play NAND names.
Сред.
15:37
16 авг
16 авг
Memory becomes load-bearing AI infrastructure.
Author is bullish on memory and storage names, arguing they have transitioned from cyclical swing commodities to load-bearing infrastructure essential for the ongoing AI build-out.
Сред.
17:13
14 авг
14 авг
Author shares takeaways from Q2 earnings call.
Author shares takeaways from a one-on-one call and Q2 earnings print for the company.
Низ.
15:19
13 авг
13 авг
Author notes capital rotation into memory theme with SNDK strength expected to benefit related.
Author notes capital rotation into memory theme with SNDK strength expected to benefit related names, but frames it as market observation rather than explicit positioning.
15:12
13 авг
13 авг
Identifies as potential beneficiary of sector commentary
Identifies the stock as a potential beneficiary of positive sector commentary.
Низ.
10:32
12 авг
12 авг
SIMO on watch for earnings swing.
On watchlist as a potential short-term earnings swing trade; author is "looking at potentially" entering, not yet positioned. Memory/storage name in the semis earnings cycle.
Сред.
02:02
12 авг
12 авг
KV cache growth bullish for NAND demand
UBS projects KV cache capacity reaching ~1ZB by 2030, cited as a structural demand driver for NAND makers; author flags SIMO as a beneficiary of improved demand/supply dynamics.
Сред.
15:35
07 авг
07 авг
SIMO long on normalization insulation, cheap valuation
Buy SIMO as author discloses an active long position, citing insulation from memory-sector normalization and attractive valuations even under a normalized demand scenario.
Сред.
17:56
06 авг
06 авг
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
Низ.
16:08
06 авг
06 авг
Author highlights multiple chart standouts and swing candidates but explicitly says no moves.
Author highlights multiple chart standouts and swing candidates but explicitly says no moves are being made, so all tickers are watch-only despite bullish chart commentary.
14:15
06 авг
06 авг
Mentions chart is in focus
Mentions the chart is in focus for today's trading session.
Низ.
22:30
05 авг
05 авг
Watch SIMO/8299 on negative merchant controller read-through
Watch SIMO and Phison because captive enterprise SSD controllers and weak client unit demand pressure merchant controller vendors; no explicit short position stated.
Сред.
06:23
31 июл
31 июл
Revenue doubling amid enterprise AI diversification
Silicon Motion is growing revenue more than 100% year-on-year, driven by market share gains, upgrades to higher-end products, and rapidly scaling enterprise controller, automotive, and boot-drive businesses that diversify revenue away from consumer PCs and smartphones.
Выс.
14:37
30 июл
30 июл
Author published an earnings review and updated assumptions but does not state a position.
Author published an earnings review and updated assumptions but does not state a position or forward-looking trade call.
Низ.
14:36
30 июл
30 июл
The author published an earnings review and updated assumptions for SIMO but did not state.
The author published an earnings review and updated assumptions for SIMO but did not state a personal position or forward-looking trade call.
Низ.
13:56
30 июл
30 июл
Close/trim SIMO swing trade position after a +25.2% post-earnings move.
Close/trim SIMO swing trade position after a +25.2% post-earnings move; author explicitly plans to slowly take profits as the P&L accelerator has played out.
Сред.
13:54
30 июл
30 июл
The author publishes research read-throughs on NAND equipment recovery deferral.
The author publishes research read-throughs on NAND equipment recovery deferral, China handset weakness, and slow PCIe 5 transition, all framed as factual analysis rather than personal positions.
13:54
30 июл
30 июл
Watch SIMO as a key boot-drive supplier with high revenue exposure to NVIDIA's next-gen.
Watch SIMO as a key boot-drive supplier with high revenue exposure to NVIDIA's next-gen platform, guiding strong Q3 sequential growth.
Сред.
13:23
30 июл
30 июл
Author notes SIMO gapping up 23% pre-market on earnings, calls it well-deserved standout.
Author notes SIMO gapping up 23% pre-market on earnings, calls it well-deserved standout; prior margin thesis context but no new directional commitment.
Сред.
23:54
29 июл
29 июл
Buy SIMO; author's above-consensus margin estimates (26–27.5% operating margins Q3 2026.
Buy SIMO; author's above-consensus margin estimates (26–27.5% operating margins Q3 2026, reaching 28–30% long-run target by Q4 2026) are being revised further higher post a "monster quarter," implying meaningful Street estimate catch-up ahead.
Выс.
23:15
29 июл
29 июл
Watch SIMO as a beneficiary of AI storage transition, but no author position disclosed.
Сред.
22:07
29 июл
29 июл
Speaker notes strong earnings beat and guidance with broad segment tailwinds including mobile.
Speaker notes strong earnings beat and guidance with broad segment tailwinds including mobile; no explicit directional position stated, updates promised.
Низ.
19:59
24 июл
24 июл
Watch SIMO, COHU, FORM, and RDDT as potential short-term earnings swing trades into next week.
Watch SIMO, COHU, FORM, and RDDT as potential short-term earnings swing trades into next week; author is "looking at potentially" entering, not yet positioned, using only discretionary "fun money" allocation.
Сред.
14:23
21 июл
21 июл
Watch SIMO for NAND controller exposure amid rising SLC NAND pricing; author does not own.
Сред.
04:04
21 июл
21 июл
Speaker asks about a lawsuit involving SIMO, no directional view or personal position expressed.
Низ.
15:22
20 июл
20 июл
Author critiques a flawed SOTP for PENG using SIMO and DELL as proper comps but does not state.
Author critiques a flawed SOTP for PENG using SIMO and DELL as proper comps but does not state a personal position, only a higher price target of $76 with confidence in EPS beats.
Низ.
15:16
20 июл
20 июл
Author critiques a sum-of-the-parts valuation for PENG and suggests SIMO as a more appropriate.
Author critiques a sum-of-the-parts valuation for PENG and suggests SIMO as a more appropriate comp, but does not state a personal position or forward call.
Низ.
15:01
20 июл
20 июл
Speaker suggests SIMO as a more appropriate peer for PENG’s memory segment.
Speaker suggests SIMO as a more appropriate peer for PENG’s memory segment, implying a better valuation comparison.
Сред.
14:23
20 июл
20 июл
The author criticizes a valuation comparison for SIMO but does not express a personal position.
The author criticizes a valuation comparison for SIMO but does not express a personal position or forward-looking trade view.
Низ.
Об аналитическом покрытии SIMO
Buzzberg отслеживает SIMO (Silicon Motion Technology Corporation) в 13 источниках. Бычьих сигналов: 7, медвежьих: 0, от 13 аналитиков. Сентимент преимущественно бычий (12%). Всего отслеживается 59 торговых идей. За последние 7 дней: наблюдение: 3. Последние спикеры: ichiro1992, ParadisLabs, thebigberbowski.