The 'priced for perfection' call on $PENG falls apart when you actually run the numbers. Guidance was sandbagged and the cash flow concern the bears are leaning on doesn't hold up once you understand the business trajectory. Meanwhile $SIMO is sitting with zero drawdown while other memory names are off 20-30%, same relative strength playbook. Two names holding while the sector gets hit isn't perfection pricing, it's just a better setup.
Aggregated and distilled by Two Sentence Traders. Not financial advice.