AI infrastructure stocks are getting hit hard today, bearing the brunt of the selling pressure on Wall Street, with high-flying AI supply chain names like #CRDO #LITE #ALAB #TTMI #TSEM #CRWV #SITM #TER #SNDK #GLW #WDC #MU #LSCC #FN #COHR #MTSI #AMKR #CIEN #PSTG #NBIS #ENTG #IONQ #ONTO #STX #INTC

Thank goodness for #SITM, who delivered a monstrous Q4 earnings report that was so good that the stock soared nearly 20% today even as most AI stocks collapsed.

And, yes, the report was that good.

News; ( NASDAQ: #SITM ) SiTime Corp. (NASDAQ: SITM) Rises Sharply in 2/5 Early Trading Session

whole AI funnel.

Stay long the AI supply chain.

#NVDA #AMD #MPWR #AVGO #MRVL #ARM #CRWV #APLD #NBIS #IREN #VRT #SMCI #MU #PSTG #SNDK #NTAP #WDC #STX #LRCX #AMAT #ASML #ANET #COHR #SITM #LITE #CLS #ALAB

Infrastructure: #VRT #ETN #DELL #DLR #SMCI #EQIX
Compute: #NVDA #TSM #MPWR #AVGO #MRVL #AMD #ARM #CRWV #NBIS #APLD
Memory: #MU #PSTG #SNDK #WDC #STX
Networking: #ANET #COHR #SITM #CSCO #LITE #CLS #ALAB

Despite all the geopolitical chaos, AI remains the North Star of this stock market rally.

That worked wonderfully in 2023, 2024, and 2025.

I think it could work wonderfully again in 2026.

Some of my favs: #MP #CCJ #USAR #CEG #LEU #OKLO #SMCI #TSM #AVGO #MRVL #APLD #STX #MU #ANET #COHR #SITM #LITE #ALAB

SiTime Takes on GNSS Threats, Unveiling Jamming- and Spoofing-Resilient Precision Timing Solution SiTime (NASDAQ: SITM) launched the Endura Super-TCXO, ENDR-TTT, a precision timing oscillator for PNT applications that claims resistance to GNSS jamming and spoofing and extended holdover.Key specs: up to 20x longer holdover and 20x better PNT accuracy, ±50 ppb stability over temperature, up to 10x better frequency stability vs quartz, operating range -55°C to +125°C, ±0.5 ppm 20-year aging, extreme shock tolerance and optional I2C/SPI digital pulling. ENDR-TTT is sampling now with mass production expected in 1Q2026.

#SITM SiTime Takes on GNSS Threats, Unveiling Jamming- and Spoofing-Resilient Precision Timing Solution

www.stocktitan.net/news/SITM/si-time-takes-...

#WhiteMountains #SITM #White #Mountains #Observatory 🏔️
youtu.be/y9OAJbfwR58?...

🔊 New Being Exponential podcast

- Burry: #META #MSFT #AMZN inflate earnings via GPU life extension
- SoftBank sells #NVDA to fund OpenAI
- OpenAI's potential $1T IPO. #SSSS as proxy investment
- #SITM #COR #LITE blowout earnings
- BTD in #MPWR #NVMI #NBIS after post-earnings selloffs?
- & more

🔗🔽

Blowout report from #SITM confirms the structural AI bull thesis on this stock.

Revs +45% / GMs +70bps / OMs +1,160bps / EPS +118%.

Q4 guide suggests all of that great growth will continue. And its all about AI datacenters and the capex supercycle.

SiTime Reports Third Quarter 2025 Financial Results SiTime Corporation, (Nasdaq: SITM), the Precision Timing company, today announced financial results for the third quarter ended September 30, 2025. Net revenue in the third quarter of 2025 was

#SITM SiTime Reports Third Quarter 2025 Financial Results

www.stocktitan.net/news/SITM/si-time-report...

#SITM #BL #AVGO #FIX #FN #AXON #ba27be44-70a8-4eeb-bb67-b374d5eef572 #coveragefilings

Origin | Interest | Match

SiTime Enters $4B Resonator Market with Titan Platform™ SiTime (NASDAQ: SITM) has launched the groundbreaking Titan Platform™, a revolutionary family of MEMS resonators that are 4x smaller than existing quartz alternatives. This innovation expands SiTime's Serviceable Addressable Market by $400 million initially, with potential growth to $1 billion annually within three years.Built on SiTime's sixth-generation FujiMEMS™ technology, Titan offers significant advantages including 50% lower oscillator circuit power, 3x faster startup, and 50x better shock resilience. The platform enables unprecedented miniaturization in wearables, medical devices, and IoT applications through two implementation paths: PCB-mounted and bare die co-packaging with SoCs or MCUs.The initial Titan SiT11100 (32 MHz) is currently available, with additional models scheduled for engineering samples by December 15, 2025.

#SITM SiTime Enters $4B Resonator Market with Titan Platform™

www.stocktitan.net/news/SITM/si-time-enters...

SiTime Crushes Q2 Expectations as AI Boom Drives 137% Growth in Enterprise Segment Latest earnings reveal massive growth in AI-powered enterprise segment. See how SiTime's precision timing solutions are capitalizing on artificial intelligence demand. Get insights.

#SITM SiTime Reports Second Quarter 2025 Financial Results

www.stocktitan.net/news/SITM/si-time-report...

SiTime Enhances AI Data Center Performance and Utilization with TimeFabric Software Suite SiTime Corporation (NASDAQ: SITM) has announced its new TimeFabric™ software suite, designed to enhance timing precision for AI data centers, networking, and communication systems. The solution, when combined with SiTime's oscillators and clocks, delivers up to 9X more accurate time synchronization compared to quartz-based solutions.The TimeFabric software suite comprises two key modules: an IEEE 1588 standards-compliant synchronization software and proprietary technology extending critical holdover performance to 24 hours. The solution supports various applications, including AI data center components, 5G infrastructure, and fixed wireless access equipment.Key features include IEEE 1588-2019 compliance meeting ITU-T G.8273.2 Class D requirements, hardware timestamping support, and device drivers for SiTime network synchronizers. The software is now available for SiTime OCXOs, TCXOs, and network synchronizers.

#SITM SiTime Enhances AI Data Center Performance and Utilization with TimeFabric Software Suite

www.stocktitan.net/news/SITM/si-time-enhanc...

SiTime Raises Massive $387M in Oversubscribed Public Offering: Full Details of the Stock Sale SiTime secures $387.4M through successful follow-on offering with full underwriter option exercise. See complete details of this major semiconductor capital raise.

#SITM SiTime Corporation Announces Completion of Follow-on Public Offering

www.stocktitan.net/news/SITM/si-time-corpor...

🚨 $SITM 🚨

Why is SiTime Corporation trending today? 🤔

#SITM #stocks #stockmarket

SiTime Corporation Announces Launch of Follow-on Public Offering SiTime Corporation (Nasdaq: SITM) has announced a proposed follow-on public offering of $350 million worth of common stock shares. The company will also grant underwriters a 30-day option to purchase up to an additional $52.5 million in shares.The offering will be managed by UBS Investment Bank and Stifel as joint lead book-running managers, with Needham & Company serving as an additional joint book-running manager. The offering follows a registration statement filed with the SEC on February 26, 2024, and will be conducted through a prospectus supplement and accompanying prospectus.

#SITM SiTime Corporation Announces Launch of Follow-on Public Offering

www.stocktitan.net/news/SITM/si-time-corpor...

SiTime ($SITM) Q1 revenue up 83% YoY to $60.3M, driven by AI data center demand. Analysts raise price targets to $210. Ongoing insider selling raises caution.

Read more: www.valuethemarkets.com/analysis/sit...

#SiTime #SITM #Semiconductors #AIInfrastructure #ValueTheMarkets

SiTime: A 7.6 Rating and a Bright Future Ahead? | The Motley Fool

www.fool.com/investing/2025/05/12/sit...

#SITM #76ba2b5c-7cef-4a76-aa0a-bc1753626504 #investing

Result Details

SiTime Reports First Quarter 2025 Financial Results SiTime Corporation (SITM) reported strong Q1 2025 financial results with net revenue reaching $60.3 million, marking an 83% increase from $33.0 million in Q1 2024. The company posted a GAAP net loss of $23.9 million ($1.01 per diluted share), while non-GAAP net income was $6.3 million ($0.26 per diluted share). GAAP gross profit stood at $30.3 million (50.3% margin), and non-GAAP gross profit was $34.6 million (57.4% margin). The company maintained a strong cash position with $398.9 million in total cash and investments. SiTime also granted RSUs to 15 new employees under its Inducement Award Plan, with 47,238 RSUs approved in accordance with Nasdaq rules.

#SITM SiTime Reports First Quarter 2025 Financial Results

www.stocktitan.net/news/SITM/si-time-report...

To celebrate 360 years since the first publication of the #PhilosophicalTransactions, Aileen Fyfe invites you behind the scenes of the making of a scientific periodical. makingscience.royalsociety.org/in-focus/foc... | @aileenfyfe.bsky.social #HistSci #SITM

Inauguration du 1er Sommet International des Troupes de Montagne.

Et c’est parti pour deux jours.
#SITM

SiTime Earnings: Record 61% Revenue Jump Signals Major Market Share Gains SiTime reports impressive Q4 with revenue reaching $68.1M, up 61% YoY. Strong performance across all segments with 30%+ growth, despite GAAP losses. Cash position remains solid at $418.8M.

#SITM SiTime Reports Fourth Quarter and Fiscal Year 2024 Financial Results

www.stocktitan.net/news/SITM/si-time-report...

Festival fun with Craig Levein and Amy Irons taking on Wings of Fire challenge on Sacked In The Morning! 🎊🔥 #SITM https://fefd.link/Eghbl