Episode Details

SiTime just erased $1 billion in market value in a single session, falling over 10% despite being the heartbeat of modern AI infrastructure. The stock has been a rocket ship—up 56% in the last year—but today it sliced through key technical levels as investors finally questioned its astronomical valuation. Is this a disastrous breakdown, or a rare chance to buy the "Endura" defense play at a discount? In this episode, we analyze whether this massive selloff is just a shakeout of the "tourists" or a warning not to catch a falling knife.