SiTime. Every tracked FinTwit mention of $SITM, newest first. 16 mentions since the first on Dec 22, 2025. See the price chart.
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…↗
May 7
TheValueist — $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…↗
May 6
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…↗