Silicon Motion Technology. Every tracked FinTwit mention of $SIMO, newest first. 53 mentions since the first on Nov 14, 2025. See the price chart.
July 2026 · 3 mentions
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 6
TheValueist — $ARM $ALAB $AMAT $SIMO Analog Century. I'm long many of the same names. https://t.co/uWhrjVSK1S↗
Jul 5
Serenity — Just some consolidated updates on memory:
- $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is loca…↗
June 2026 · 6 mentions
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 18
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
Ray Wang — 1) $SIMO VP: "The retail SSD market has almost disappeared," Duann told us during the interview. "The controllers we sell to module makers are now largely ending up in SSDs that ar…↗
Jun 17
Trade Whisperer — Strange enough, names keep moving big after I mention them.
$SIMO up 27% since this comment. 125% since first mention.
Same with $AMAT on Z Axis, $ARM on Efficient CPU & $MU…
May 2026 · 10 mentions
May 27
Trade Whisperer — $MU $SNDK $DRAM
$SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb
Supply-Demand…↗
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…↗
Alex A.C. — @semivision_tw If $SIMO continues with +15% EPS QoQ for the rest of the Qs of this year, a P/E lows 20s stock for FY2026 👀
Q2 will be very interesting bc Guidance is forecasting…↗
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…↗
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 24
Serenity — Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently…↗
Feb 19
TheValueist — $SIMO Silicon Motion Strategy: Navigating the AI Storage Transition and Investment Thesis.↗
Feb 18
Serenity — @RJCcapital I took positions in $SIMO since it reminds me of Sumo Wrestlers. So same feelings here too
January 2026 · 3 mentions
Jan 14
Ray Wang — $SIMO: NAND prices rose in 2025 and continue rising in 2026↗
Jan 6
Shay Boloor — 2026 WILL BE THE YEAR OF AI MEMORY
• $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context.
• $SNDK, $STX, $WDC store massive AI datasets & model f…↗
Jan 5
TheValueist — Resharing this info on the SSD market given the growing interest in NAND and all the new connections I’ve received who may have not seen it.
$MU $SNDK $SIMO $MRVL↗
November 2025 · 4 mentions
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…
Trade Whisperer — $SNDK $MU $DRAM $285A $KIOXIA
"The retail SSD market has almost disappeared" in the first half of 2026, according to Nelson Duann, VP at $SIMO
NAND shortages for consumer segme…↗
Jun 8
Trade Whisperer — @doongyidaddy It's really hard to find an alternative but I am entertaining an idea around $SIMO.↗
— 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…
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
Alex A.C. — Fren @jukan05 was right. $SIMO x2 in 3 months
NAND to the 🌛 --> pure play NAND controllers 📈 https://t.co/BMnYTd3jED↗
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 7
Tradable Astronaut — The Aion Index just got an upgrade.
Top 40 & Top 60 views are now live.
That means you can start tracking names as they climb the ranks before they ever crack the top 20.
Earlie…↗
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…↗
— 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…
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 29
Serenity — Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gain…↗
TheValueist — $SIMO KEY READ-THROUGHS FROM SILICON MOTION TECHNOLOGY CORP Q1 2026 EARNINGS CALL
Silicon Motion’s Q1 2026 call delivered a broad, highly actionable set of cross-sector read-throu…↗
Apr 29
TheValueist — $SIMO (Bloomberg) -- US-listed shares of Silicon Motion are up 30% in premarket trading, after the semiconductor device company gave a revenue forecast that was much stronger than…↗
Apr 29
InvestmentGuru — $SIMO just dropped a monster Q1 — total revenue surged 105.5% to $342.1M, smashing the consensus estimate of $305.6M, while operating profit exploded 434.6% YoY and diluted EPS of…↗
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — $SIMO
Almost nobody is watching the storage layer that powers them. That’s where Silicon Motion comes in.
$SIMO is the global leader in NAND flash SSD controllers — the backbone o…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Serenity — @adenois Stocks make ATHs every day. I don't think it's early but I don't think it's the top either.
That being said, just wanted to share some TLDRs of positions I've taken like…↗
Feb 18
Serenity — @canbilgeyilmaz $SIMO stated on earnings call that Q1 is lowest of 2026, which is an anomaly, but it looks like beat and rise for rest of the year.
They also have a nice floor fr…↗
Feb 18
Serenity — $SIMO for NAND exposure is another trade idea that I took positions in today.
SIMO operates effectively as a duopoly (alongside Phison) for merchant controllers and supplies basi…↗
Feb 16
Serenity — TLDR of Phison CEO interview on Memory and Investment Framework:
"Toll Collectors":
- Micron ( $MU )
- SK Hynix (000660.KS)
- Samsung Electronics,
- Western Digital ( $WDC )
- $…↗
Feb 15
Serenity — @LAMINAR27174405 Nope but great long. This one is the very start of the cycle, $SIMO has already rallied quite a bit.↗
Feb 14
Trade Whisperer — @john_carroll_ People started to talk about $SIMO. Should be a beneficiary of SSD especially so if SNDK and MU starts to ship out high value controllers such as PCIe 5th gen.↗
Feb 11
TheValueist — $SIMO KEY READ-THROUGHS FROM SILICON MOTION TECHNOLOGY CORP (SIMO) Q4 2025 EARNINGS CALL
The transcript contains several high-signal cross-market datapoints indicating a tightenin…↗
Feb 11
TheValueist — $SIMO EXECUTIVE CALL SUMMARY: Silicon Motion Technology Corp (02/04/26)
Q4 2025 results and Q1 2026 guidance materially altered the near-term growth profile implied by typical sea…↗