SiTime: Fairly Priced, But Potential For Upside With AI Capacity

SiTime (NASDAQ: SITM ) has seen its stock price rally on the strength of recent wins in AI data centers and communications infrastructure. I believe SITM's current valuation already reflects much of that momentum, butAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its recommendat ...