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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (23431)	2/26/2025 8:03:23 AM
From: Elroy	Read Replies (1) \| Respond to of 27130

Well, how is the full article on SIMO and AI in Digitmes? I think SIMO is a pretty good stock pick below $60. In a nutshell their guidance is for Q1 2025 to be quite weak ($170m?) due to general market weakness in cell phones and PCs, but they have leading edge PC controller design wins that ramp in Q2 and Q3 and then various stuff in Q4 that will allow them to exit Q4 2025 with sales about $250m. As that ramp materializes, I'd expect the stock price to easily climb up toward $75 range. It hit $85 last year when peak quarterly sales were $210m (in Q3 2024). And then if the Q4 2025 sales run rate is actually $250m, then 2026 has a good chance to be a record year. Below $60 seems too cheap given this strong outlook.