{
  "symbol": "SILC",
  "company": "Silicom Ltd.",
  "generated_at": "2026-06-24T07:36:52.596Z",
  "event_count": 2,
  "events": [
    {
      "type": "scout_dossier",
      "ts": "2026-05-18T12:14:19.435Z",
      "summary": "SILC triggered on the insider cluster universe but the 3 Form 4 filings in the past 14 days were uniformly SELLING (code 'S') by mid-level officers — VP R&D, VP Engineering, and EVP Operations — at prices of $44–$52. The stock has run from ~$17 to nearly $51 (+176% YTD), is deeply loss-making with negative forward P/E (-104x) and EBITDA (-23x), and RSI reads 70.5 (overbought). Q1 results beat expectations and guidance was raised on a broad acceleration, but the valuation at these levels leaves no margin-of-safety for a long asymmetric setup. No open-market insider buys were found in recent filings. Options data is unavailable, eliminating CSP/CC income routes.",
      "verdict": "no_anomaly",
      "confidence": 4,
      "tool_calls": 20,
      "walltime_min": 9,
      "debug_path": "dossiers/2026-05-18-SILC.scout.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-11T10:36:19.516Z",
      "summary": "SILC has staged a dramatic +178% YTD rally from ~$16 to ~$45, driven by AI inference infrastructure momentum and a well-ahead Q1 2026 earnings beat. The investigation trigger — 4 Form 4s in 14 days — was verified but the actual transactions were ALL S/S (open-market sales) by insiders including CEO Liron Eizenman ($403K), CFO Eran Gilad ($265K), Director Avinoam Eizenman ($403K), and VP R&D David Hendel ($22.5K). These represent approximately $1.09M of insider selling on the same day at $44-45 — precisely when the stock hit 52-week highs near $46-$48. This is a textbook 'smart money distributing' signal, not accumulation. There are genuine bullish catalysts: Q1 EPS surprise of +30.6%, AI inference design win with Tier-1 hyperscaler PoC, streaming provider $12M five-year revenue pipeline, and new FPGA NIC design win worth ~$3M/yr. But at forward P/E of -97x (loss-making), deep negative EV/EBITDA (-21.8x), and RSI of 77 — the stock is pricing in perfection. No options chain exists (no expiry available). The insider cluster pattern triggered this investigation, but the insiders themselves were selling into a parabolic move.",
      "verdict": "no_anomaly",
      "confidence": 4,
      "tool_calls": 23,
      "walltime_min": 6,
      "debug_path": "dossiers/2026-05-11-SILC.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "SILC",
    "call": "HOLD",
    "confidence": 3,
    "score": 3,
    "factors": {
      "above_200dma": "+2",
      "above_50dma": "+1",
      "momentum_strong_up": "+2 (180.6%)",
      "rsi_neutral": "0 (46.7)",
      "recent_macd_bearish_cross": "-2 (23d ago)",
      "from_high": "0 (-19.2%)"
    },
    "summary": "HOLD (score +3) · 12-1 mom 180.6% · RSI 46.7 · above_both · -19.2% from high",
    "last_close": 41.2,
    "one_month_ago_close": 42.76,
    "twelve_month_ago_close": 15.24,
    "twelve_one_momentum_pct": 180.58,
    "rsi_14": 46.7,
    "ma_stack": "above_both",
    "from_period_high_pct": -19.18,
    "period_high": 50.98,
    "price_targets": {
      "bear": 22.97,
      "fair": 40.53,
      "bull": 58.63,
      "bear_return_pct": -44.2,
      "fair_return_pct": -1.6,
      "bull_return_pct": 42.3,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": null,
        "target_mean": null,
        "target_high": null,
        "analyst_count": null
      }
    },
    "generated_at": "2026-06-24T07:36:52.592Z"
  }
}