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SIMO
NASDAQAnalystsStrong Buy11+123%Information Technology · Semiconductors
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Pure-play NAND flash controller designer - sells silicon IP + ASIC controllers to every major NAND maker ($MU, Kioxia, SK Hynix, $WDC, Samsung merchant) and to module/SSD houses. Levered to the NAND cycle: revenue tracks SSD attach + bit-shipment growth, not NAND ASP.
Post-MaxLinear-merger-collapse (terminated 2023, $160M termination fee paid in 2026) reverted to standalone pure-play.
It reads our $SIMO data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching SIMO
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.