SiTime can reach $1,500 by the end of 2027 because its financials are becoming hard to ignore while many investors still don't know the story. Revenue is growing 50%+, free cash flow is expanding rapidly, and 2027 free cash flow could reach $200-250 million. As those numbers are reported, the stock should price them in, slowly at first and then suddenly; SiTime is in the early stages of its inflection. x.com 

SiTime has one of the craziest EPS inflections in semiconductors, as its precision timing chips for AI data centers and networking are expected to lift EPS from $0.53 over the last twelve months to $11.14 in 2026 and $20.06 by 2028, nearly 40x in three years. The stock is breaking out of its downtrend from a massive multi-month base. x.com  x.com 

SiTime, Tempus AI and Lemonade look like AI beneficiaries that need not rely on rising frontier-model spending, unlike a crowded trade vulnerable to concentrated capital and circular financing. SiTime can expand into robotics even if data-center growth slows; clinical decisions still need Tempus; Lemonade's models may improve loss ratios and retention while lower compute costs could help it. x.com 

Usage-driven AI stocks are less exposed to frontier-model companies as the AI trade separates winners from losers. All rose, all will fall, and only some will recover; favor usage-driven over frontier-biased stocks. DigitalOcean is GAAP profitable; its token usage is a nonlinear revenue proxy. SiTime is GAAP profitable; robotics, defense and self-driving are each growing 50% year over year. CrowdStrike and Rubrik also do not rely on frontier models, though valuation is a concern. x.com  x.com 

Credo's near-total share of AI data-center cables and unchanged estimates make its lower multiple look like a fear-driven opportunity. Its stock went from 27x to 20x forward earnings while the supply chain building those systems guided 2027 revenue to double. Buyers this week will probably be very happy a year from now. x.com 

STMicroelectronics offers rare asymmetry for a large cap: a bear case in line with the S&P 500, a slightly better base case and a wildly better bull case. 2026 marked an inflection in its data-center business, with a multi-year, multi-billion-dollar Amazon agreement and guidance raised from $1B before 2030 to well above $2B in 2027. A base case with a modest AI business implies 15% annual growth through 2030; if photonics, power and robotics reach a third of revenue, 30-50%. x.com  x.com  x.com 

Credo Technology sits right in the middle of the AI networking, connectivity and photonics theme, and Wall Street has just handed over an easy opportunity in it. The AI connectivity thesis keeps playing out across photonics, with FY26 revenue up 206% at 68% non-GAAP gross margins. x.com 

Broadcom could roughly triple to $900+ per share if 30x is applied to Hock Tan's expectation of over $30 of EPS in FY2028, versus about $350 today. ASICs are expected to take about 25% of the AI accelerator market by 2030 as inference explodes, and management has consistently delivered. There is no guidance beyond 2028, and near-triple-digit AI chip growth is hard to sustain, but growth should remain strong. x.com  x.com 

Credo is one of the cheapest AI growth stocks, trading around 26x forward earnings after a hard correction while revenue grew 115% to $479M and full-year growth is guided above 85%. Margin worries mostly reflect DustPhotonics amortization and stock comp; non-GAAP gross margin held near 68%. DustPhotonics adds a second engine in optics, with over $600M expected this year, and Credo's low-laser designs can ship through the laser shortage. One customer at about a third of revenue is the main risk. … Show more

Broadcom's post-earnings wobble is not a cycle top: it now guides AI revenue to $58B in FY26, $115B in FY27 and $230B in FY28. Q3 revenue rose 86% to $29.6B, with AI semiconductors up 221% to $16.7B, over half of sales, and a ~68% operating margin shows pricing power. Q4 guidance slightly missed and gross margin slips to 73% as packaging and HBM eat margin. With six+ XPU customers, the risk is land, grid and substrate bottlenecks delaying deployments; receivables and inventory nearly doubled. … Show more