$SIMO: What I learned in my follow-up 1x1 with IR
Discussing Physical AI, MonTitan, and how SIMO performs in a NAND normalization scenario
SIMO had a monster Q2
$SIMO just printed $451M in revenue, up 32% sequentially and 127% year over year, with gross margin at 50.2% and Ferri plus boot drives jumping from 4% of revenue a year ago to nearly 30% today. There is so much to unpack from my 1x1 call…