Optical Illusions: SiTime Corporation
10 months ago
Irrational Analysis
"SITM: Silicon-based refclks w/ programmability, 0 PPM sync. Key for high-speed data (optical, AI). Beats quartz in PPM, loses on jitter. Nvidia GB200 win. 4 integrated FracN PLLs. Easier system design vs. quartz+FracN host PLL. Crushes TI competitor. Sales execution needed."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Optical Illusions: SiTime Corporation
Source:
Irrational Analysis
Published:
February 17, 2025
Idea Type:
Stock Idea