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

$SITM $AAPL biggest customer, business will double revs by 2030 but sure panic out in October if you like because of AI neoclouds.

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

$SITM covered my short position. Expect mild gains before earnings release and will short again. SITM earned $1.44 non GAAP last quarter and guided up. But they added two million shares to the float on that acquisition which dilutes eps. Generously I’ll give them $2.50 for this quarter. That makes the multiple 50. NVDA is half that. Priced for perfection.

$SITM 5 diff times prices was coming to test to 200dma buyers showed up every time… the 6th we’ll see. I’ll be there (small size) cuz I think we undercut for a day maybe two

$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 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.