$SITM (SiTime) is one of the ai infrastructure beneficiaries that is still under the radar... slightly surprising because they're posting triple digit growth... with exposure to datacenters, robots, drones, defense and robotaxis. $SITM makes the clock that keeps every signal in an electronic system in sync, quartz crystals have done that job for 70 years... $SITM replaces them with silicon. Q2 revs of $157.4M vs $147M est Q2 revs up +126.5% YoY Q2 revs up +38.6% QoQ Q2 eps of $2.34 vs $1.95 est Q2 eps up +397.9% YoY Q2 eps up +62.5% QoQ Q2 gross margin of 67.1% vs 64.9% est Q2 gross margin up +890bps YoY Q3 rev guidance of $285-295M vs $220M est Q3 revs guidance implies 247% YoY Q3 eps guidance of $3.50-$3.65 vs $2.49 est Q3 eps guidance implies 315% YoY Their datacenter segment did
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