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…↗
April 2026 · 14 mentions
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…↗
Ray Wang — $SIMO: NAND prices rose in 2025 and continue rising in 2026↗
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…
— 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…
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…↗