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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 68.71-3.4%Nov 26 12:59 PM EST

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To: Elroy who wrote (2402)9/22/2021 11:09:00 PM
From: Elroy   of 2424
 
I wonder what that previous article is all about. The only way I can think of that the CEO of SIMO would be discussing the tightness of NAND in H2 2022 (a year from now) is if he's got so many orders for NAND flash controllers for H2 2022 delivery that he thinks even the NAND makers won't be able to keep up.

My best guess is SIMO's phenomenal revenue growth of the past two quarters is going to continue for a while. Not sure what it will take for SIMO to get a premium forward PE like other hyper growth stocks, but regardless, hyper growth is pretty fun while it lasts.
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