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Posted by
Two Blokes Jun 15 -
Filed in
Stock
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9 views
Silicon Motion is a profitable, well-managed niche leader trading at a discount, with strong margins and financial discipline despite current industry headwinds. I see significant growth opportunities in enterprise storage and data center demand, especially with new products like MonTitan and automotive expansion. Shareholder-friendly actions, including a $50M buyback, signal management confidence and support the investment case at current valuation levels.
