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Technology Stocks : Silicon Motion Inc. (SIMO) -- Ignore unavailable to you. Want to Upgrade?


To: Lance Bredvold who wrote (2812)3/11/2025 12:45:53 PM
From: Elroy  Respond to of 2980
 
I've actually been buying SIMO Jan '26 calls. I think once we get past the Q1 results SIMO's sales will increase each quarter, and especially the Q3 guidance (when the new gen5 PC controller is in full production) should show a healthy sale bump to well above $200m per Q. When visibility of that level of sales is near SIMO should be around $70-$80, not down where it is now.

I think 2025 will be a good year for SIMO, but near term weekly swings are anyone's guess.