8 Comments
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Matt S's avatar

Great work. These are some precision timing comps. Rakon is interesting microcap and has had takeover interest much higher. Opened Indian facility in recent years. Space and Datacenter growth going forward as well as core Defense and Telecoms.

Rakon RAK NZ

Txc Corp 3042 TT

Sitime Corp SITM US

Microchip Technology Inc MCHP US

Siward Crystal Technology Co 2484 TT

Daishinku Corp 6962 T

Nihon Dempa Kogyo Co 6779 T

Seiko Epson Corp 6724 JP

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Li Jiang's avatar

invest then investigate :)

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Qiam Mukhtar's avatar

Great information 👍

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Multibagger Monitor's avatar

Thank you

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Charlie Lacks's avatar

Amazing write up. Thank you

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Xavier Hopkins's avatar

Thank you for such a well-written and comprehensive write-up!

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Chris's avatar

Hey Mike, did you come across Q-Tech? Not public, but a big fish in high rel space clocks - likely in competition with FEIM

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Jason's avatar

While studying edge data centers, I came across you. You correctly identified $TSSI!! You’ve also called out other multi-beggars. Kudos to you!

I am eyeing $PENG. Promising..

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