Semtech. Every tracked FinTwit mention of $SMTC, newest first. 39 mentions since the first on Mar 17, 2026. See the price chart.
May 2026 · 28 mentions
May 27
Gaetano — What a volatile morning! $SMTC
That sell from $187 to $155 came in a flash
I do believe that if we didn't get that flush across the board, that Semtech would be pushing higher…↗
May 27
Gaetano — $SMTC
I am very impressed.
TLDR;
> Data-center revenue accelerated.
> Q2 guidance stepped up hard.
> CopperEdge shipments started with a U.S. hyperscaler.
> 1.6T FiberEdge is…↗
May 26
TheValueist — $SMTC KEY READ-THROUGHS FROM SEMTECH Q1 2027 EARNINGS CALL
Semtech’s Q1 FY2027 call was an important cross-sector signal for AI data-center connectivity, optical modules, active c…↗
May 26
TheValueist — $SMTC EXECUTIVE CALL SUMMARY: SEMTECH (05/26/26)
Semtech delivered a materially positive Q1 FY2027 earnings call, with the investment debate shifting from a recovery narrative to…↗
May 26
TheValueist — $SMTC (Bloomberg) -- Semtech forecast net sales for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
•Sees net sales $323 million to $333…↗
May 26
Gaetano — $SMTC Great headline
Now let's hear the alpha on the call↗
May 26
Gaetano — $SMTC call after the close today
Refresher for anyone interested!
There are lots of really intelligent folks that I follow that are very interested in this name↗
May 26
Gaetano — $SIVE I want to see the total revenue opportunity increase meaningfully
$SMTC I want to see the revenue acceleration
$P I want to hear about NAND implications
$MRVL I want to h…↗
May 25
Gaetano — Big Week For Earnings!
We've got:
$SMTC on Tues
$MRVL on Weds
$P on Weds
$AMBA on Thurs
$SIVE on Fri
Lots of excitement in store↗
BULL OF BRITAIN — New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.
> $HYLN - their product KARNO generator is an alternate option…↗
May 22
Gaetano — With $SMTC and $CRDO getting so much love
It's time to look at Europe
And look at $VLX↗
May 22
TheValueist — This $SMTC has turned out to be a banger. All-time high up 12% today. https://t.co/suhf8zydbT↗
May 22
Gaetano — It's a thing of beauty $SMTC
Finding under appreciated companies in a sector that is going parabolic is where a lot of money can be made↗
May 21
Gaetano — $SMTC why are all these firms now coming out and upgrading their price targets?
What changed?↗
May 20
Gaetano — Today is a great reason why I want exposure to copper
Names like:
$CRDO
$SMTC
$MTSI
$VLX / $VLX.L↗
May 18
Gaetano — $SMTC wanted to run today
Dang you, Leopold↗
May 18
Gaetano — It's not too late to learn about $SMTC
> Sells the analog signal-integrity layer that helps high-speed data survive inside AI infrastructure
> Plays across copper cables, PCB tr…↗
May 17
Gaetano — I just posted my deepest report ever
On $SMTC
I think there is plenty of gas left in the tank
I'll post a preview on X later that gives the jist!
But I highly recommend readin…↗
May 16
Gaetano — I love that $SMTC is starting to get more respect
@insane_analyst earlier work on Semtech really built my conviction
And the deeper I dug, the more I liked what I saw
His recen…↗
May 13
Gaetano — $SMTC Please read!
I wrote a quick thesis back in March on SS and I wanted to share with you here
Enjoy!
"I have built up my position in SMTC in the 70’s.
The stock has not mov…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 12
Gaetano — I scheduled a full $SMTC post for late last night. Did it not get posted? Does anyone see a SMTC deep dive from 11:00pm PST?↗
May 12
Gaetano — If you like $CRDO and $SMTC
You'll probably like this company I found as well
https://t.co/pGjKMTVcpU↗
May 11
TheValueist — $SMTC up 11% today to an all-time high. Continues to crush it. https://t.co/ASKnVyExor↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 7
TheValueist — $SMTC has been on a tear. Up 7% pre to all time high. https://t.co/RhoQ4PFjov↗
April 2026 · 9 mentions
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
InvestmentGuru — $SMTC is a photonics/optical connectivity play at the intersection of AI data center buildout — FiberEdge ICs for 800G/1.6T ethernet are the core growth engine, with IoT as the ste…
March 2026 · 2 mentions
Mar 18
TheValueist — $SMTC Semtech Corp (SMTC) Q4 FY2026 Post-Earnings Debrief
https://t.co/B3d5IbDW8M
Core conclusion: Semtech delivered another solid quarter, but the real delta versus prior framin…↗
TheValueist — $SMTC hits an all-time high. Trading well and a great-looking breakout chart. Street revenue and margin growth still feel light.
https://t.co/GIvhvxsjjy
SMTC: Semtech price targe…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗