SiTime. Every tracked FinTwit mention of $SITM, newest first. 26 mentions since the first on Dec 22, 2025. See the price chart.
June 2026 · 1 mention
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
May 2026 · 15 mentions
May 23
Shay Boloor — TOP 10 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
2. $AEHR | Aehr Test Systems
3. $SOFI | SoFi
4. $IONQ | IonQ
5. $ASTS | AST SpaceMobile
6. $OSS | One Stop Systems
7. $NVTS…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 10
Shay Boloor — Last week was one of the wildest portfolio weeks since I started sharing it publicly with six holdings posting 30%+ weekly moves:
• $OSS +61%
• $DOCN +60%
• $SITM +46%
• $RKLB +3…↗
Ophir Gottlieb — $SITM @SiTimeCorp
I view SITM as a sort of “one-of-one” company (for now) and I am long the stock.
It's not simply that MEMS beat quartz.
SITM first gained attention through ma…↗
February 2026 · 7 mentions
Feb 5
Ophir Gottlieb — $SITM Needham Maintains Buy on SiTime, Raises Price Target to $450↗
Feb 4
Ophir Gottlieb — $SITM
and now updated with guidance
4/ https://t.co/S2lFvqBj5d↗
Ophir Gottlieb — $SITM
‼️Book to Bill > 1.25 in Q4
• For every $1 of revenue recognized, the company booked more than $1.25 of new orders (orders are coming in faster than they’re being conver…↗
December 2025 · 2 mentions
Dec 22
TheValueist — I like this trade. Expensive, but not terrible relative to historical P/E multiples.
$SITM https://t.co/yncOP7cce3↗
Dec 22
Tech Fund — Goldman: Silicon timing is poised to benefit from strong exposure to AI datacenters $SITM https://t.co/ciIy8uE1x3↗
— $SITM KEY READ-THROUGHS FROM SITIME Q1 2026 EARNINGS CALL
SiTime’s Q1 2026 call is a strong positive cross-sector signal for AI infrastructure component demand, but not a broad se…
Ray Wang — 5) $SITM: "New customer penetration has certainly helped. Expanding share within older customers, 'cause we were never fully penetrated, and we're still not fully penetrated in all…↗
May 6
Ray Wang — 3) $SITM: "Basically, it's two things that I said are leading it.
One is the inference infrastructure, all the XPUs, the switches, the inference workloads. Those are growing as w…↗
May 6
Ray Wang — 2) $SITM: "On inference infrastructure built on newer XPU, it needs 2 to 4 times more timing content per system than in training infrastructure. GPU utilization in inference worklo…↗
May 6
Ray Wang — 1) $SITM: "Our long-term financial model was 25%-30% of annual revenue growth, we have significantly exceeded it. We also set targets of 65% gross margin and 30% operating margin,…↗
May 6
Ophir Gottlieb — $SITM @SiTimeCorp
Today we do our third earnings review of SiTime Corporation (SITM) as Top Pick.
We added the company on 8-25-2025 for $234.
The stock is trading at $750 in th…↗
Ophir Gottlieb — $SITM Wow. Look at guidance.
4/ https://t.co/okhmHar2QW↗
May 6
Ophir Gottlieb — $SITM
This is going to be a monster company. Satellites, 5G, Data Centers, Defense.
3/↗
May 6
Ophir Gottlieb — $SITM @SiTimeCorp
Growth Rates (YoY); larger base with larger growth.
Q1 2026: 88.3%
Q4 2025: 66.3%
Q3 2025: 44.8%
2/↗
May 6
Ophir Gottlieb — $SITM Guidance comes on the call https://t.co/MeH1zPX8wM↗
May 6
TheValueist — $SITM (Dow Jones) -- May 6 (Financial News Systems) - SiTime reports 1Q loss/shr of $0.20, which misses FactSet consensus estimates of loss $0.02.
-- 1Q revenue of $113.6 million,…↗
Feb 4
Ophir Gottlieb — $SITM
‼️Book to Bill > 1.25 in Q4
• For every $1 of revenue recognized, the company booked more than $1.25 of new orders (orders are coming in faster than they’re being conve…↗
Feb 4
TheValueist — $SITM SiTime reports Q4 EPS $1.53, consensus $1.21
Reports Q4 revenue $113.29M, consensus $101.9M. "Driven by AI, Q4 2025 was the seventh consecutive quarter of over 100% year-over…↗
Feb 4
Ophir Gottlieb — $SITM @SiTimeCorp
More details will come one the call but another beat across the board:
1/ https://t.co/STcwSPkIBA↗