$SIMO mention timeline

Silicon Motion Technology. Every tracked FinTwit mention of $SIMO, newest first. 26 mentions since the first on Nov 14, 2025. See the price chart.

May 2026 · 7 mentions

May 26
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over. Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
May 23
Serenity — I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out mul…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026 The AI trade is no longer one ticker. It’s a full stack. Here’s every layer: 💾 MEMORY $MU · $WDC · $STX · $SNDK · $AM…↗
May 6
Serenity — I guess, post earnings when $ARM touched $268... $ARM is now #18 on the individual stock list that I went long on that hit 100%-1000%+ YTD? I've lost count TBH. Some others like…↗
May 6
AlmaCap — @ClamCapital Covered $SIMO, in another comment $MRAM, may do well but not really experiencing the AI tailwind to the same extent, valuation metrics aren't great though $PENG, sti…↗

Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist AI INFRASTRUCTURE CORE $MRVL → Custom AI silicon for hyperscalers like Google and AWS → Data center now the core growth engine…↗
Apr 30
TheValueist — I missed $SIMO , which has been on my radar and I have been monitoring it for a while. I've been complacent, still holding positions in $SNDK $MU 1/21/28 calls, and need to re-enga…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
InvestmentGuru

Nov 14
Ray Wang — @aurelius_787 I don't want to comment too harshly on $SIMO, but I am not sure I would view their comment here positively.↗
Nov 14
Ray Wang — This is interesting huh!? $SIMO only expects a 5-10% eSSD revenue exposure in '26 and '27 (if I interpreted it correctly), and the expectation will not change despite the upside…↗
Nov 14
Ray Wang — $SIMO CEO Chia-Chang Kou on Q3 earnings call on October 31th: "We are facing a NEVER HAPPENED BEFORE, the HDD, DRAM, HBM, NAND, all in SEVERE SHORTAGE in 2026. $SNDK $STX $WDC Mos…↗
Nov 14
Ray Wang — $SIMO expressed caution on HBF in Q3 earnings call: "...this is all designed for AI inference near GPU. We see there's 3D SoC technology moving to meet certain new GPU leaders requ…