SMTC

0 analysts have active calls

Thu, Sep 3 · market close

21 long3 exited

calls in the last 30 days · exits close a long — positions are long-only

Backing it now

No analyst holds SMTC through an active call right now.

Latest call on SMTC

@ehrmantrautcap_

Read as: Long MU, Long SNDK, Long SKHY, Long KXIAY, Long AAAOI, Long SMTC · High confidence

Ehrmantraut Capital@EhrmantrautCap_
And you think the AI bullrun is over?! J.P. Morgan is projecting hyperscaler CapEx to reach $3 trillion in 2030, growing at +28% CAGR between 2027 and 2030. Important to note that J.P. Morgan included $GOOG, $META, $AMZN, $MSFT, $ORCL, $NBIS, $CRWV, $IREN and $SPCX in this
1d agoview on X ↗media on X

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

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