@ophirgottlieb · Long SITM

$SITM @SiTimeCorp Market missing this opportunity, IMHO. Even a "safety pause" in training doesn't really matter. Q1: *inference* infrastructure built on newer XPUs needs two to four times more timing content per system than training infrastructure. Q2: synchronization adds

Read asLong SITM

Since the call—

unrankedThe analyst's rank today

High · 0.96Confidence

Tue, Sep 15Tweeted

Wed, Sep 16 closeCounted from

22% of the basket · day 34fades out by Oct 27

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