Do you remember these thesis anon? ... 17. $SIMO ... They're all up 100-1000%+
状态日期：2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
42
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
10.2%
改善
概览
作者立场：看多；价格动量：看多。最新证据：Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2026-02-15 17:31
来源
llm
更新时间
2026-05-24 00:55
作者立场：看多；价格动量：看多。最新证据：Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
当前观点证据
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
Serenity 变化
@LAMINAR27174405 Nope but great long. This one is the very start of the cycle, $SIMO has already rallied quite a bit.
Do you remember these thesis anon? ... 17. $SIMO ... They're all up 100-1000%+
I've hit 23 different longs this year with 100-1000%+ YTD. ... 17. $SIMO
Some others like $LPK and $SIMO and $HPS.A are getting really close now.
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
Many others were tens of % or hundreds of percent returns each in a short timeframe. ... to the epic directional rally of $MU and $SNDK... (SIMO implied in context)
新鲜度
复核时间：2026-06-03
证据
年度数据
最新期
2025
营收
886M
营收同比
10.2%
毛利率
48.3%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
No recent SEC filing metadata in the collected profile.
当前 profile 没有可解析的 SEC 披露。
近期推文
立场
看多
价格动量
看多
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
24h / 7天 / 30天
24h
0
7D
1
30D
4
Beta
1.67
敏感度
高 beta
情绪风险
高
估值风险
偏高
背景
technology-semiconductors
-
等待 GPT xhigh 分析。
研究问题
背景
technology-semiconductors
状态日期：2026-05-27
复核时间：2026-06-03
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
42
新增信息排序
24h 提及
0
短线新增
7天提及
1
高
30天提及
4
长周期热度
7日新闻
0
低
30日披露
0
-
收入同比
10.2%
改善
Beta
1.67
高 beta
llm · 2026-05-24 00:55
@LAMINAR27174405 Nope but great long. This one is the very start of the cycle, $SIMO has already rallied quite a bit.
Do you remember these thesis anon? ... 17. $SIMO ... They're all up 100-1000%+
I've hit 23 different longs this year with 100-1000%+ YTD. ... 17. $SIMO
Some others like $LPK and $SIMO and $HPS.A are getting really close now.
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
Many others were tens of % or hundreds of percent returns each in a short timeframe. ... to the epic directional rally of $MU and $SNDK... (SIMO implied in context)
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
886M
营收同比
10.2%
毛利率
48.3%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-semiconductors
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 922M | - | 50.0% | 26.7% | 21.7% |
| 2022 | 946M | 2.6% | 49.2% | 22.6% | 18.2% |
| 2023 | 639M | -32.4% | 42.3% | 6.2% | 8.3% |
| 2024 | 804M | 25.7% | 45.9% | 11.3% | 11.1% |
| 2025 | 886M | 10.2% | 48.3% | 10.5% | 13.9% |
24h / 7天 / 30天
24h
0
7D
1
30D
4
风险: 高 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
No recent SEC filing metadata in the collected profile.
近期披露
当前 profile 没有可解析的 SEC 披露。
beta / 动量 / 主题
Beta
1.67
状态
高 beta
立场
看多
动量
看多
积极观察 · 偏高
板块定位
technology-semiconductors