Michael Wiggins De Oliveira
Deep Value Returns, Equity Investing without Options or Leverage
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.comÂ
SiTime could reach $1,500 by end-2027, one of the more exciting risk-reward setups in semiconductors, as a rapidly scaling, highly profitable beneficiary of the AI infrastructure buildout. At 105x forward free cash flow it looks expensive today, but if it sustains 40%+ organic growth into 2027 while expanding free cash flow, that valuation will look surprisingly cheap in hindsight. The market doesn't yet fully appreciate what the business could become. x.comÂ
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
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.comÂ
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.comÂ
