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REDDIT

SMTC or why the market is irrational

S
Feb 13, 2025 · 05:38

I have invested around half a mil in SMTC in December as it has insanely good fundamentals (including revenue growth) and in the next 5 years the company will grow quite a lot more, as their main focus is the "internet of things". Interestingly, it's down -40% on the basis of a minor dent in guidance for copper edge. Is this the market a joke? Also, in the same period SMCI (a quite dubious and risky company) is +50% up...