SITM
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by More Than Moore 2mo ago
LONG2mo ago
“Despite extreme headline multiples, revenue growth is accelerating toward triple-digit rates, and the stock s valuation reflects category dominance in a structurally expanding space rather than specul”Convequity
The company's MEMS-based timing solutions are indispensable in scaling AI systems and are gaining traction in mobile. The Renesas acquisition expands its product offering to a full-stack timing platform, deepening its moat. Strong Q1 2026 results and guidance confirm accelerating revenue growth.
SITMLONG@ $832.60
$526.69-36.74%
since call May 13
LONG2mo ago
“we are the market leaders in these timing chips … wherever there is AI, wherever there is self driving”More Than Moore
SiTime is the leader in tiny silicon timing chips, and AI, optical networking, and self-driving all need way more of them.
SITMLONG@ $781.81
$526.69-32.63%
since call May 8