Calls
1
Rajesh Vashist
Chairman & CEO, SiTime
Win Rate
100.0%
return
+2.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 11
$667.10
+2.0%
SiTime sees triple-digit revenue growth driven by AI data centers where timing synchronization is crucial for expensive GPUs/TPUs. The company has a diversified business across automotive, industrial, aerospace, and robotics, resilience through retrofit opportunities that reduce capex sensitivity, operates on mature process nodes avoiding supply constraints, and enjoys strong margins.
Power Semis
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Rajesh Vashist has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SITM.
