SITM SiTime Corp

$SITM room to 685 before it hits the trend line then decision time. My guess is it pulls back, consolidates, and then has a massive move higher to ATH. Long and still one of my fav AI infra picks.

The AI story isn't just Nvidia. $SITM keeps timing chips in sync for faster networks, $AEHR tests those chips before they ship, $CRDO moves the data between them inside the data center. Quiet names, real roles. Chart's showing stacked moving averages, uptrend still intact.

$SITM trying to break the DTL. Still see this at 1500 within 2 years. One of best AI infra names imo.

$SITM SiTime initiated with an Overweight at Morgan Stanley Morgan Stanley analyst Joseph Moore initiated coverage of SiTime with an Overweight rating and $370 price target. The firm says the opportunity in timing continues to expand. Timing provides the clock signals that tell electronic systems when to process and move data, the analyst tells investors in a research note. Morgan Stanley believes SiTime is a pure-play in the precision timing portion of the market. The company's addressable market has expanded from $1B in 2020 to $4B today, Morgan Stanley adds.

$SITM wen the market gonna realize that ‘timing’ is everything 🤣 Ai inference projected to grow double ai infrastructure (~45% vs 20%)

$SITM sold Oct 620p’s today.. been a good $ maker for me on some of these 50$+ drops.. sold some opex week last month, just about every month for awhile now.

$SITM Nice breakout here but lacks volume. Need to see volume come in but nice wedge breakout

$SITM Sold covered calls along the way to reduce my cost basis. Currently out Oct 16, $710 strike.

$SITM SiTime initiated with a Neutral at Seaport Research Seaport Research initiated coverage of SiTime with a Neutral rating. The company has made tremendous progress in re-inventing the market for timing products, but while it has a major growth leg ahead in AI data centers, SiTime prospects are largely priced into the stock, the analyst tells investors in a research note. The company will need time to scale up its growth, the firm added.

$SITM Most important swing factor is IPhone sales and $AAPL is coming in hot to the new releases…unfortunately, the retail has it swinging up and down with semis and AI even though growth will be durable, the biz outside AI is just as strong, and path to at least 30/share in eps on 2B in sales has been laid by mgmt over next 2-4 years

$SITM $1.5 billion of that was paid out a few days later as part of the Renesas deal. The next report will show huge negative cash flow.