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

To: Elroy who wrote (2836)	4/16/2025 11:14:36 PM
From: OlafB	Read Replies (1) \| Respond to of 2980

Wanna see the math? - Yep, with pleasure and gratitude. Pardon my English(again...) What do you mean? Gross margins of what (SIMO's controllers? Customers products?) are being reduced? SIMO, sells its NAND controllers to gadget/chip producers -> Gadget/Chip producer's revenue under pressure through tariffs -> less demand/sales for SIMO That was the subject of the question and stock took a huge beating over last month, WHICH I think was unjustified, because like you said a) there is only "soft" pressure from tariffs and b) SIMO's revenue and margins are projected to increase over next 2 years Therefore, market overestimates effect of tariffs on SIMO, therefore makes a good buying opportunity for someone like me, who entered a position just recently +I always like to chat about stocks in my portfolio, its a grasp of fresh air after 10-ks(20-F in case of SIMO)