Framework Journal · one stock, one dated entry

Recorded 2026-05-22 · Permanent

Semtech Corporation logoSemtech Corporation SMTC

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

The label
Markup

read at $151.02

Semtech Corporation holds its Markup at $151.02.

PHINPOOPSC
  • PHPhase · the trend structure carries the Markup label
  • INInsiders · no filings inside 60 days, left as found
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · passes the values gate

The investor read · the season, not the day

As held on the ledger · 2026-05-22
PhaseMarkup
Quantitative stateConsolidating, no directional conviction, held for 262 days
Price$151.02
Valuation0.00 trailing · 52.55 forward price to earnings
Values screenPASS
BetaN/A

The trader read · the latest dated commentary

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows excellent risk-adjusted returns. Entered 2026-07-03 · Markup

The dated journal · newest first, never edited

2026-07-03 Markup $151.02 +0.0% Entry 2

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows excellent risk-adjusted returns.

2026-07-02 Markup $151.02 Entry 1

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows excellent risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The insider ledger · Form 4 filings, as filed

Most recent filings · SMTC
DateInsiderTitleTypeSharesValue
2026-05-01 HOU HONG Q Chief Executive Officer 2,000 $206,020
2026-04-22 WALSH PAUL V JR Director 500 $52,965
2026-04-10 HOU HONG Q Chief Executive Officer 2,000 $180,220
2026-04-09 BURVILL MARTIN S. J. Director 2,500 $222,449
2026-04-06 SILBERSTEIN ASAF Chief Operating Officer 488 ·
2026-04-06 GREEN JASON ELLIOT Officer 542 ·
2026-04-06 LIN MARK Chief Financial Officer 450 ·
2026-04-06 WILSON JOHN MICHAEL Chief Technology Officer 394 ·
2026-04-06 HOU HONG Q Chief Executive Officer 1,067 ·
2026-04-01 LIN MARK Chief Financial Officer 3,164 ·

Public filings, recorded as found. The full tape lives at Insider Intelligence.

The political ledger · congressional disclosures

Disclosures naming SMTC
DatePoliticianPartyTypeAmount
30 Jun2026 Gil Cisneros Democrat sell 1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $136.53 +13.0% · $1,130 +13.0%
2 months $85.22 +81.0% · $1,810 +81.0%
3 months $83.41 +85.0% · $1,850 +85.0%
6 months $79.77 +93.4% · $1,934 +93.4%
1 year $42.16 +265.9% · $3,659 +265.9%
2 years $31.97 +382.6% · $4,826 +382.6%
3 years $21.40 +620.9% · $7,209 +620.9%
5 years $66.30 +132.7% · $2,327 +132.7%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever SMTC does next, these words stay.

Semtech Corporation · SMTC · Markup · $151.02
Recorded 2026-05-22 · before the outcome · scored mechanically

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