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.
Semtech 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.
read at $151.02
Semtech Corporation holds its Markup at $151.02.
- 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
| Phase | Markup |
| Quantitative state | Consolidating, no directional conviction, held for 262 days |
| Price | $151.02 |
| Valuation | 0.00 trailing · 52.55 forward price to earnings |
| Values screen | PASS |
| Beta | N/A |
The trader read · the latest dated commentary
The dated journal · newest first, never edited
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
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 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
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 30 Jun2026 | Gil Cisneros | Democrat | sell | 1K–15K |
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total 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.