$SITM 0.52 Developing

Notable posts

• @StockSavvyShay bullish 1352 eng

  12 STRONGEST EARNINGS PRINTS THIS CYCLE 1. $PLTR | Palantir 2. $DOCN | DigitalOcean 3. $BE | Bloom Energy 4. $SITM | SiTime 5. $RKLB | Rocket Lab 6. $TE | T1 Energy 7. $AMD | AMD 8. $MU | Micron 9. $HPE | Hewlett Packard 10. $NBIS | Nebius 11. $SNDK | SanDisk 12. $DELL | Dell

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• @StockSavvyShay bullish 1120 eng

  TOP 5 HIGHEST CONVICTION POSITIONS IN MY GROWTH PORTFOLIO 1. $RKLB building vertically integrated space logistics platform across launch, satellites and components with backlog up 137% to $2.36B and Iridium adding 66 satellites plus ~$900M of recurring revenue. 2. $ASTS building a carrier aligned direct to smartphone network with AT&T, Verizon, Vodafone and 50+ operators while 13 satellites are already in orbit on way to the 45 needed for commercial service. 3. $SITM becoming precision timing layer for faster AI networks as quartz hits its limits with CED revenue up 181% and timing content scaling with every optical module rather than every rack. 4. $CRDO building connectivity layer across AECs, optical DSPs and retimers with revenue up 115% as shift to 224G lanes and 1.6T optics drives more content into every AI port. 5. $AEHR providing burn in infrastructure needed for increasingly power dense AI silicon with a $50M+ backlog and recurring WaferPak consumables layered onto a growing installed base.

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• @StockSavvyShay neutral 824 eng

  5 LAYERS OF THE 1.6T OPTICAL SUPPLY CHAIN The move to 1.6T optics is turning every transceiver into a denser semiconductor system with more content flowing into DSPs, lasers, timing, power management and broader network around each module: 1. $MRVL, $AVGO, $CRDO & $ALAB form signal-processing layer behind 1.6T optics supplying DSPs, SerDes, retimers & equalization that push 224G electrical lanes into next-generation transceivers 2. $COHR, $LITE & $AAOI sit at optical front end across lasers, drivers, photodiodes & TIAs with Coherent consuming all of its InP laser output internally, Lumentum demand still running above supply & AAOI already landing a $200M+ volume 1.6T hyperscaler order 3. $SITM is less obvious timing beneficiary supplying precision oscillators inside transceivers on both ends of an optical link so content scales directly with module count as 1.6T deployments ramp 4. $MPWR, $ADI, $TXN, $MCHP & $ON provide power-management layer as higher-speed optics require more voltage regulation, power conversion & thermal control inside every module 5. $APH, $TEL, $GLW, $CIEN, $NOK & $ANET extend the opportunity beyond the transceiver into connectors, fiber & networking infrastructure required to move 1.6T bandwidth across broader AI fabric

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• @StockSavvyShay bullish 520 eng

  TOP 3 POSITIONS IN MY GROWTH PORTFOLIO 1. $SITM becoming precision timing layer for faster AI networks as quartz hits its limits with CED revenue up 181% and ~70% of the acquired Renesas timing business tied to data centers and AI where SiTime can now sell entire timing subsystem into a rack. 2 $AEHR providing burn-in infrastructure needed for increasingly power dense AI silicon with record backlog above $100M and recurring WaferPak consumables layered onto a growing installed base. 3. $CRDO building the connectivity layer across AECs, optical DSPs and retimers, with revenue up 157% as the shift to 224G lanes and 1.6T optics drives more content into every AI port.

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• @StockSavvyShay bullish 133 eng

  I started buying $SITM in the $300s because precision timing shows up everywhere inside an AI data center from GPU and CPU boards to switches, NICs and optical modules. Favorite part of my thesis is that content per rack rises as networks move to 1.6T and clusters get denser which is why management sees timing content reaching several hundred dollars per rack. Thats exactly where I want exposure in this AI buildout because SiTime can sell more into each rack as the architecture gets faster and more complex with a ~$1.2B AI data center opportunity and CED revenue projected to reach ~$700M by 2027.

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• @TheETFTracker neutral 28 eng

  ANTHROPIC IS THE 2ND LARGEST HOLDING IN THIS ETF Here is every holding inside the Tema Photonics & Optical ETF $LAZR : Lumentum Holdings $LITE 17.23% weighting Anthropic 12.06% Aixtron 9.99% AXT $AXTI 9.40% Applied Optoelectronics $AAOI 5.57% Tower Semiconductor $TSEM 4.82% Furukawa Electric 4.78% Aehr Test Systems $AEHR 4.38% Eoptolink Technology 3.87% Zhongji Innolight 3.66% Landmark Optoelectronics 3.54% Yangtze Optical Fibre & Cable 3.49% Ciena $CIEN 3.11% Coherent $COHR 3.04% Veeco Instruments $VECO 2.93% Yuanjie Semiconductor Technology 2.37% Suzhou TFC Optical Communication 2.30% IQE 2.06% Sivers Semiconductors 2.03% WIN Semiconductors 2.03% Soitec 2.01% IntelliEPI 2.00% Himax Technologies 1.76% Semtech $SMTC 1.63% SiTime $SITM 1.62% Disclosure: Tema is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

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