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Technology Stocks
Silicon Motion Inc. (SIMO)

An SI Board Since October 2005

Posts	SubjectMarks	Bans	Symbol
3072	84	1	SIMO

Emcee: Elroy	Type: Moderated

Introduction Market Data Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
3072	Silicon Motion increases sales of SSD controllers amid NAND shortage, but expect	Elroy	-	yesterday
3071	SIMO another all time high today. So far $314.34....	Elroy	-	Wednesday
3070	SIMO all time high. SIMO is up $26 today. I owned SIMO when it was $26....	Elroy	1	Tuesday
3069	AI Inference Revolution: Wallace Kou on Memory Shifts digitimes.com The gl	Elroy	-	Tuesday
3068	Silicon Motion lays out AI-focused storage roadmap for edge, enterprise and auto	Elroy	-	Sunday
3067	New Silicon Motion SM2524XT chip brings 14 GB/s to mainstream SSDs — 6nm DRAMles	Elroy	-	May 29
3066	SIMO all time high.......	Elroy	-	May 22
3065	Apparently he got some attention SIMO up almost 6% today. Worth watching. RM	Riskmgmt	-	May 19
3064	SIMO did a Q&A presentation at a JP Morgan conference about two hours ago. T	Elroy	1	May 19
3063	Record-high pricing pushes SSD and memory makers to borrow $880 million just to	Elroy	1	May 18
3062	SIMO all time. I hope this AI euphoria lasts. SIMO has meaningful AI design wi	Elroy	-	May 13
3061	SIMO all time high. And they haven't even begun volume production sales of	Elroy	-	May 11
3060	The CEO of SIMO is on the front page of the Digitimes web site at the moment di	Elroy	-	May 10
3059	These guys were in a SIMO press release last August as a partner / user of SIMO&	Elroy	-	May 9
3058	SIMO all time high....	Elroy	-	May 8
3057	Some comments from MCHP in their earnings call that may affect SIMO's busine	Elroy	-	May 8
3056	<i> it does bring down the gross margin to be lower than the corporate	Elroy	1	May 6
3055	I reached out to IR and they confirmed that I was mistaken. The NAND memory is i	Anonymous895	-	May 6
3054	Glad to hear any bear stories! Lets discuss them one at a time..... <i>	Elroy	2	May 5
3053	That's a good write-up of the bull case. I even bought some today. What do y	Area51	-	May 4
3052	You may be right, but to date there has been zero discussion of NAND memory bein	Elroy	-	May 4
3051	Eh, maybe, but you should assume that the NAND memory itself is super-low margin	Anonymous895	-	May 3
3050	Yes, I was aware of the Bluefield 3 situation. However, a boot drive controller	Elroy	-	May 3
3049	To clarify matters on the Bluefield 3 platform, they are indeed one of three mak	Anonymous895	-	May 3
3048	CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing rem	Elroy	-	May 3

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