Dossier · SIMO · Dormant
SIMO
MEDIUM a0Uncategorised
Last analysed · · source: decision_window
Current thesis
[Stage 1 PRIORITIZE] analog-components cluster peer, 5 rules, RSI cooled 89→71, top-0.2% momentum +91.6pp; NAND-controller Q1 beat + JPM/Susq/Wedbush PT raises — cluster-confirms QCOM, size-down probe behind it.
Invalidation trigger
revisit on next decision_window
Thesis status
Open commitment scored if the trigger above fires How this is scored →Current Thesis
_(no analysis yet — pending first synthesis or watchlist research)_
Bull Case
_(pending)_
Bear Case
_(pending)_
Setup & Price Structure
_(pending)_
Catalyst Calendar (next 30 days)
_(pending)_
What Would Change Our Mind
_(pending)_
Correlation Notes
_(pending)_