River Eletec's speculative AI/HPC-adjacent technology looks worth more than its $38 million market cap. Its low-jitter 1.6T product may be sampled by Marvell, though that is a guess; past earnings have been disastrous. x.com  x.com 

Meta starting a cloud business looks bearish for the Qualcomm and Arm chips it had planned to buy. Meta may instead buy more chips suited to neoclouds, such as NVIDIA's. @lokoyacap argues the opposite. x.com  x.com 

SiTime's quartz-to-MEMS shift extends beyond AI servers, supporting growth if AI training spend slows. Q2 CED rose 181% to $101M, AIED (auto, industrial, aerospace and defense) 51% to $25M, and MIC (mobile/consumer, mostly Apple) 85% to $31M; CED is still largest and fastest. About a quarter of acquired Renesas timing revenue is industrial and auto. Design-in timing content tends to stick even if server builds pause. Space and robots have separate potential demand. x.com  x.com  x.com 

SiTime is an under-the-radar AI infrastructure winner posting triple-digit growth while likely trading below 40x NTM EPS. Its silicon timing chips replace quartz across data centers, robots, drones, defense and robotaxis. Q3 guidance implies ~250% YoY revenue and ~315% EPS growth; the Renesas deal adds ~$85M, leaving ~30% organic QoQ growth. It sells more into each rack, expects 1.6T optical revenue to double in 2027 with higher share and ASPs, and customers order 12-18 months out. x.com  x.com  … Show more