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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (94549)	6/16/2025 10:19:55 AM
From: Elroy	Read Replies (1) \| Respond to of 95378

What's the basic investment theory with ALGM? They're big in autos? I gotta confess, I've given up on diversifying, and have put almost all of my investment position into SIMO. Their current story is as good as anything I've known for a company that is not monopolistic dominant in a growing space (such as AMZN now, or GOOG in it's mega growth haydays). My current SIMO thoughts here: Message 35167413 I'm very interested to read the "bear story" for SIMO now, if there is one. As I see it they've got their largest segment (2/3rds of their sales) locked up for the next 4-5 years, with meaningful growth from market share gains in a zero growth segment (PCs). That's a cash cow. Then they've got 3+ new segments (Autos, enterprise storage, NVDA/AI eco-system) which seem on the verge of become meaningul (~12 months), and potentially very meaningful. If a few of those new segments do well, then SIMO both becomes an acquisition target, and until acquired merits a higher PE multiple. There's not much else out there in semis where sales growth is near guaranteed (due to major design wins) as SIMO, with an added spice of "sexy new segment" sales.