Letters by company

Silicon Motion Technology CORP

1 letter discussing SIMO. Everything written about it on this site is on its ticker page.

First Eagle Investments Small Cap Opportunity Fund Commentary First Eagle Small Cap Opportunity Fund maintained strict valuation discipline after sharp gains in parts of the portfolio and redeployed profits into undervalued healthcare, consumer staples and idiosyncratic opportunities. AI infrastructure demand supported semiconductor suppliers including Vishay Intertechnology, Silicon Motion, Ultra Clean, Cohu and TTM Technologies, while energy holdings faced pressure from easing Middle East tensions. second quarter 2026 +25.5% AORT $1.4BCENX $4.6BCOHU $2.6BLXU $747M