Silicon Motion Inc. (SIMO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 92.20

+1.3%

Dec 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Elroy	5/11/2022 12:38:05 PM
	of 2980

I bought some MXL Sep calls today. SIMO significantly increased inventory in Q1. I think this positions them to blow away Q2 results, and MXL's stock will be the beneficiary of strong trends at SIMO since MXL is (likely) acquiring SIMO for mainly cash in H1 2023. The market punished MXL when the announcement was made public, but if SIMO's results are as good as I expect, I think at some point the market view of the acquisition will turn positive, and MXL's equity will be the beneficiary of that sentiment shift. Check back in Sep for how the options are doing.......

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next