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RAMP,SIMO,PRCT,KYMR,SDGR,HSAI,ABCL,AAPL,UPST,SE.these 10 stocks represent a diverse range of industries and have the potential to double your investment in 2023. these companies demonstrate strong financials, positive growth trends, and favorable analyst ratings
Silicon motion max linear merger arbitrage play (Similar to Twitter)
Halt- MXL terminates SIMO deal - going to be blood in the streets tomorrow for SIMO holders after sudden turn of events. Ouch!
🌞 Good morning! #premarket #watchlist 05/05 $HYMC -earnings $SONM -Purchase Orders from Top US Carrier for Next-Generation Rugged Phones, $ICPT -Advanz Pharma to Acquire Ocaliva, $SIMO -MaxLinear to Acquire Silicon Motion Business Wire
🌞 Good morning! #premarket #watchlist 05/05 $HYMC -earnings $SONM -Purchase Orders from Top US Carrier for Next-Generation Rugged Phones, $ICPT -Advanz Pharma to Acquire Ocaliva, $SIMO -MaxLinear to Acquire Silicon Motion Business Wire
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
$SIMO DD: an undervalued play in computer memory with short-term catalysts
Mentions
SIMO +22% (They make memory controllers)
SIMO went to the moon after earnings
SIMO is my favorite. I'm naming my next dog that.
https://preview.redd.it/zcgka6zs9xlg1.jpeg?width=1290&format=pjpg&auto=webp&s=41a5e24dbfc7f8ed1ca457fa303f1f548b8f3c9d SIMO $140 2 WEEKS
https://preview.redd.it/ln2fgwfg3xlg1.jpeg?width=1290&format=pjpg&auto=webp&s=55b009cdd95be7db8594ddbd49401648784b5845 SIMO CALLS WILL PRINT
Been looking into SIMO as well. Considering they make NAND (not DRAM) should benefit as well
Buy SIMO and chill.
If you’re smart. Load up. SIMO. You welcome.
!banbet SIMO 200 1d
SIMO!!! SIMO is just as valuable as SNDK rn
yeah buddy SIMO CRUS Cirrus beat is massive AGAIN this stock should be 200 already
SIMO easiest short ever.
Closed Today: Took profits on PYPL puts, and ATI • BALL calls Opened Today: - Calls: FLEX • NVO • SIMO • VVV - Puts: CDW • GEHC • SWKS *Disclaimer: This is not investment advice despite the fact I look good in a vest.*
SIMO the next big bet. book it.
SIMO IREN or back to MU
Storage is the play. SNDK, MU, SIMO
SIMO is the value play for storage
Anyone buying SIMO? Silicon Motion running with the memory chips. They make the controllers.
I think the market doesn’t have direction right now in majority cash. But $SIMO is awesome highly recommend, $GLXY crypto/infra growth play. $NAGE undervalued insider buying scalable.
Been holding some months, lazily each has around same %, should I swap something for 2026? Do you think the chip trend will continue trough 2026, or cut off somewhere there? AGI - Gold ALB - Lithium (and speciality chems) FCX - Copper (and gold) KLAC - Semiconductor process control and inspection LRCX – Semiconductor manufacturing semiconductor MU – Memory / storage chips NVDA – GPUs SIMO - SSDs / flash storage controllers TSM - Chip manufacturer
SIMO is tomorrow. Expecting good things.
I remember seeing a dd about poet and threw $1,000 at it at 6.33 cost basis. $SIMO is doing better currently although will see how it plays out long term.
SIMO +14%, market thinks nand bottom is in maybe? Wasnt a great Q really
$SIMO up 3% now, AH was very low volume
SIMO after the bell, up nicely half a mind to just cut and run here
SIMO likes LRCX earnings I think, MU up too
Hard to say if this NAND weakness is priced into $SIMO or not here, LRCX clearly doesnt like the MU Q
Need to look into XFAB and SIMO for semis. Already hold AEHR about 5%. Whats your thesis about these two?
CROX, MPWR, SIMO knife catches all going well so far... fingers crossed
Decent europe/mexico day, SIMO up 5% is nice too
Nibbled some more SIMO and MPWR as they drop, bought more Alsea too in mexico
Knife catching on MPWR, SIMO, and CROX going well so far. ONTO not so much yet
In terms of good value: MGM, CROX, SIMO, XFAB, Infineon, and EVVTY all fit the bill imo
My November knife catches are mostly working, NET was best at +17% since the 8th, SIMO +6% since the 13th, MDNY +8% since the 19th
my $SIMO and $GRAB both up nicely today, kind of shocked by that but Ill take it
What's your investment thesis for SIMO? I'm also looking into it!
SIMO and ACMR. two semis very under the radar. thank me later.
That's not a bad idea internet friend, I was thinking the other directions with MU, TSM, SIMO(which all seem to be climbing) and other Chip/semiconductor makers. PXLW which does display circuits(we need to see the graphics), and the processing of getting it to consumers with things like AAOI(which is volatile as F, at least since I invested in it). AI isn't going away, it's not like the dealerships with an overload of EV's, people will consume it, and business will use it. But what the heck do I know, one EMP and I'm broke. I got META AI(META pic below), Gemini(GOOG, GOOGL) and ChatGPT(MSFT) to say they were all unethical, so I went all in, lol https://preview.redd.it/ga0qc829zxlc1.png?width=2535&format=png&auto=webp&s=95ef11422c1b58a0d2fa4e51fc6e0915598afbd2
I just realized i havent held a single long stock position since like 2022- only options. I guess options-wise biggest gain was SIMO $75C. 1.7 to 24.00
Sell now. I burned myself with SIMO some weeks ago.
M&A - Mergers and Acquisitions. This info will be a bit outdated, but it was the stepping stone I used to get into it and now I have various information sources for new ones as they come up. Some of them are still ongoing too; [List of M&A 1](https://i.ibb.co/4fNWkXv/received-545464927626023.jpg) [List of M&A 2](https://i.ibb.co/gtDPgxL/received-730844524896529.jpg) M&A's tend to follow a predictable pattern, I seem to have a knack for picking the ones that succeed, or getting out profitably before it fails. SIMO is an example of one that failed, but I made good money. I watched them for most of late 2022, and 2023. Entered a position in early July of 2023 around $55 and on July 26th news dropped of chinese approval, it rocketed up to $95ish, and I was out. Few hours later MXL released a statement cancelling the acquisition and it tanked in the same day. You need to look at the Candle Charts to even see that it went up to the 90's that day in July. Activision Blizzard was another one I made good money on (A few times actually, it'd pop on news, I'd sell, it'd consolidate, and rebuy...etc). Black Knight was another. There are more, I'm only taking examples from the two lists above. Options are how you end up with really good return percentages on them. I'll generally give some pretty good leeway with expiry versus when the companies plan on closing the deal. At this particular moment I have a small position with SAVE at an average price of $18/share. If the acquisition happens, I'll be given $31/share, or 72% I'm waiting on entry into IRBT. I personally want in under $35, and have been waiting quite a while...as it hasnt done that since May, except for yesterday, for the first time, where it dipped almost down to $34.00 even, but crawled out to close around 35.50. Now its up in the $37s. I'm not worried. I expect I'll still be in below $35 before the deal closes. Deal is to give them $51.25/share. so if I do enter at $35, or below, I stand to make 46% or more.
Also for mergers what do you think of SIMO and TSEM?
What do you guys think of SIMO and TSEM as short timeline merger arbitrage plays?
What are your thoughts on SIMO and TSEM as merger plays?
SIMO is some volatile shit
IWM, MTCH, ATVI, SIMO, SBUX among others.
SIMO is literally face fukin a bear right now
What re your thoughts on MXL? They had lots of volatility recently, since their acquisition of SIMO failed.
Wells Fargo is the lender for the $3.1 billion cash part of the offer. The combined company would have enough cash and other assets if it were to be liquidated, so Wells won’t let the deal collapse. Goldman Sachs is SIMO’s financial adviser, enough said. The deal will close in the original terms. The combined company will have a dime future because the marriage ceremony is a sh1tshow.
The deal will likely be negotiated for a lower price or take months to play out in court. It was a better opportunity before SAMR approval. SIMO is a good company fundamentally though
Lol I bought SIMO right before that jump yesterday, glad I sold
SIMO situation is as bizarre as any I've seen. Got the China clearance and opened up 70%, and then MXL pulled out of the deal at the end of the day and down 40% after hours. Lawyers are going to make a ton of money when SIMO tries to force the merger (like Twitter/Elon).
Lmfao, don’t pull the trigger on SIMO calls yesterday, pull the trigger on MXL calls today and they announce the acquisition is ded. Fuck my life. 
What happened to SIMO. Retail clapped. Just shows how stocks are manipulated. Crazy stuff.
Glad I set a stop loss on SIMO holy shit!
XPEV SIMO TDOC holy shit what a great day!
My Roth is filled with XPEV SIMO and TDOC What a great day!!!!! TDOC 28.5c’s
💰💰💰Get new daily runners and watchlist in our app! #premarket #watchlist 07/26 $SIMO $AWIN $ABVC $PACW $WRNT $VICR $TLRY $AULT $XPEV $NLSP $PHUN https://preview.redd.it/hki95nvr9beb1.jpeg?width=576&format=pjpg&auto=webp&s=40538df7da4d75b1cb2949ad11406ea6b7a040e6
💰💰💰Get new daily runners and watchlist in our app! #premarket #watchlist 07/26 $SIMO - no news+big volume(+80%), $AWIN - no news+big volume (+62%) $PACW - soars over 30% on news of buyout deal (+31%), $WRNT - IPO (+24%) https://preview.redd.it/2xyrp9d2zaeb1.jpeg?width=576&format=pjpg&auto=webp&s=41f03265e58fe390d3f38440b6f64b04187df6be
💰💰💰Get new daily runners and watchlist in our app! #premarket #watchlist 07/26 $SIMO - no news+big volume(+80%), $AWIN - no news+big volume (+62%) $PACW - soars over 30% on news of buyout deal (+31%), $WRNT - IPO (+24%) https://preview.redd.it/8b6sxtmkyaeb1.jpeg?width=576&format=pjpg&auto=webp&s=be0d88ec6a4426f556e5206b4667e48db590f87d
How high is SIMO going today?
$SIMO crazy https://preview.redd.it/23gmfinn7aeb1.jpeg?width=576&format=pjpg&auto=webp&s=297fe917d0e8183b66738d15482831a636832fb2
I somehow got filled in a $SIMO $75C exp 8/18/23 at 1.65. upside - 1818% downside - 99%. I'll hedge with $MXL calls and shares.
Alternatively SIMO calls and MXL shares is an idea.
Tbh you're right. If I have 10 shares of SIMO at 53 and one MXL Call, if the deal falls through ill be down $144 assuming SIMO goes to 40 (could be a lesser drawdown), and the MXL call might cover the loss (or result in a gain). If the deal goes through, my reward is around $530 minus the MXL call option premium, which totals to around $300. So the risk is around \~$144 or less (ill lose if MXL doesn't move and theta crush, could be more than 144). If I get a Aug 18 SIMO 75C though, my reward if the deal goes through is around 2.8k (3k gain from SIMO call, 99% loss on MXL call.) However if the deal falls through, the call option is essentially worthless and ill have to bank on MXL rising a ton to cover my loss. The risk in that scenario is around \~the entire SIMO call premium, and more if my MXL call gets theta crushed. I guess the reason I'm holding shares is that I am more risk-averse to the cyclicity of the semiconductor sector, and less affected by theta and potentially bad earnings coming up. I don't know whether or not the deal can be extended again after the second extension date (I think it was August 7th, but if certain requirements are met it can be extended by 10 days.) This could pose another risk to holding SIMO calls.
MaxLinear Calls, SIMO shares. Merger Arbitrage play.
Possible additional movement up on CLNN (after large drop) and SIMO
SIMO 85c 8/18 lets get weird
Not even related but SIMO looks like a delayed version of BKNG on the weekly
SIMO actually outperforming semis today
Followed SIMO since last May. The acquisition is still looking risky right now, given the threat of China and economic conditions. Not sure if the acquisition price will also change.
NVDA: Too late. Priced in already. TSMC: Way too much geopolitical risk. ASML: Too hard a limit on the quantities they can produce. Making ultra-precise instruments with a workforce of Ph.D's and engineers is cool, but if your machines get more popular you can only sell to whomever the US gov has blessed. Intel has been trying to stop their slipping lately, I think AMD's server strategy and ease of installation is going to keep paying off. Rumors are Intel loses a major client if they are late in their next server launch, and guess what they usually do when it comes to time management? If you're desperate to experiment and not willing to let the wife wear a strap on, try SIMO / MXL since that's a Taiwanese semiconductor outfit getting acquired by an American. https://en.wikipedia.org/wiki/Silicon_Motion Tho it's a little weird to invest hard in SSDs imho. It's a bad time to invest in semiconductors, or the best time, I can't figure out which since the macro cycles of this industry are so utterly godless.
SIMO looking very good going into earnings. Worth a look if you don’t know about the company.
SIMO – Silicon Motion Technology It's a $2 billion Taiwanese semiconductor company yielding 3.56% (5-yr dividend CAGR of 14.5%) trading 9.2x earnings, and potentially being purchased by MaxLinear for $114.36/share, while it's trading for $56 currently. Did I mention the share buyback authorization for 1/10th its market cap, pristine balance sheet and 5-yr revenue CAGR of 19.1%?
$ARW, $FTCH and $SIMO are my only mid caps.
I would sell, since its an acquisition gonna pretty much stay flatish or come down a little due to deal risk but then with arbitrage to hold it up (See ATVI, SIMO, Mandiant, etc). Better places to put your money in the mean time...
I look at value regardless of the market conditions. Right now, I see value in WIRE, DQ, CUBI, SIMO, MGY, PANL (high risk), ASRT (very high risk), and several others.
Thanks. I've been a lurker on WSB for years. Prior to the meme companies, this place was real gold. There is still some good gold here. Hell, I recently went big into SIMO a few months ago ALL thanks to a persons great DD on this very sub. They made a series of posts that I am sure you can find if you search SIMO. Lots of money made on that very quick trade. It popped on merger talks four weeks ago and I actually liquidated that position last week to go into another degen play that has a market cap below the rules on this sub, so I won't mention it here. SIMO merger announcement was unexpected as we were expecting a hold for a few years to get a 2 to 3 bagger, but the fundamentals were great, especially with China companies being all trashed together dragging it down too. I would have never looked at SIMO twice without that post. There have been many companies over the years like that. Lots of really smart people here. I'm just a degen retard like any other that just tries to get lucky more times than not. Emotion is my enemy in investing.
MaxLinear to Acquire Silicon Motion (SIMO). shareholders to receive $93.54 in cash and 0.388 shares of MaxLinear common stock per ADS, for total per ADS consideration of $114.34
Long 100 lots SIMO Short 38 lots MXL Long MXL leaps
The MXL purchase should put a floor in the stock, though the current market environment is so risk off that the spreads to the deal are ridiculous. The deal won't actually close until 2023, so whenever the market turns the spread between SIMO and the intrinsic value of the offer should tighten. **Formula for Buyout Value** Intrinsic Value = \[cash\] + \[stock offer x current acquirer stock price\] **SIMO Example** MXL offer for SIMO was $93.54 cash and 0.388 MXL stock per share of SIMO. So MXL offer Intrinsic Value = 93.54 + \[0.388 x $40\*\] = *109.06* \*stock price as of writing on 5/18
Ended up selling today. Ate the massive loss. All SIMO gains gone along with a chunk of my initial. This market is so frustrating rn. Just looking for the next opportunity to make up those losses. Exact situation I wanted to avoid. Sigh.
Bro I sold SIMO calls for 300%, missed 1400% a few days later…we have all been there and will continue to be.
Buy SIMO stock.. it was bought for 113 and it is currently trading at 92.. Easy, safe, certain 20% return in a year
Tell that to buffet who has bought 10% of ACTIVISION in hopes of MSFT acquisition.. Also, today Cramer told to sell SIMO.. How many more bullish signs u need for SIMO
Today Cramer said to sell SIMO.. We know what to do
Portfolio up 9399.91% thanks to you and the $SIMO play lol
Portfolio up 9399.91% thanks to you and the $SIMO play lol