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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 100.64+0.3%Oct 29 3:59 PM EDT

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To: Elroy who wrote (2917)9/11/2025 10:15:09 AM
From: Elroy   of 2957
 
Citibank out with positive commentary on Micron, expecting forward guidance to be well ahead of expectations. NAND and DRAM are supposedly doing well, experiencing price increases.

SIMO benefitting from this news.

Amazed at the stock price reaction, because (as far as I know) this is all well known news. Nothing new in there, I think.

Maybe Citibank has large retail following that isn't paying as close attention to the memory markets as the rest of us, and this is the first time they've heard this story? Perhaps.

Whatever, I'll take it.
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